Admin Microsites Management — Product Tour

Full walkthrough

1. Market → Microsites holds microsite management. Its two sub-items are Microsites and Web Syndication — this tour covers Microsites, which opens View Microsites, the hub for creating, searching and managing every partner microsite.
2. Add creates a microsite, Sort By reorders the list, Search Microsites finds one by name and Filter opens the filter pane. The List View and Thumb View icons switch between rows and a thumbnail grid, and the Assigned to You and Created by You tabs narrow the list to your own records.
3. Filter narrows a large microsite catalog. Press Next and we'll open it.
4. Basic filters by Campaign and Microsite Name; Advanced adds more granular criteria. Apply refreshes the list, Save Filter stores the setup for reuse, and Clear resets every field.
5. Each row shows the thumbnail, name, campaign and description, plus a system-generated Preview Link with Copy to Clipboard for sharing or testing the live microsite. Preview and Visibility Configuration are on every row.
6. Press Next and we'll add a microsite.
7. Microsite Name is required. Campaign opens a Campaign Select popup, Unique Name sets the friendly URL — spring-promo becomes a clean partner-facing address — and UI/UX Package applies a visual theme. Thumbnail Image takes drag-and-drop or Upload, Preview Link is system generated after saving, and Description holds up to 4,000 characters. The Header and Footer editors in Template Sections below apply shared branding to every page.
8. Press Next and we'll save the microsite.
9. View a Microsite leads with Edit, then Delete, Visibility Configuration, Manage Content, Preview and Upload Zip for bulk assets. The arrows at the top right step to the previous or next microsite.
10. Microsite Information shows the saved fields — the Preview Link is now generated and ready to copy — and Template Sections hold the Header and Footer shared by every page.
11. Visibility Configuration decides who can see the microsite. Press Next and we'll open it.
12. Countries and Languages restrict the microsite to the selected geographies and locales. Assign to gives access to an individual user or a whole group — here, Gold Partners. Save applies the change, Save and Close applies it and returns, and Cancel discards it. Press Next and we'll Save and Close.
13. Microsite Pages lists every page by Action, Page Name, Title, Page Type, Parent ID, Parent Page, Default and Sort Order. Press Next and we'll add a page.
14. Name the page, turn on Default for the landing page, pick a Parent Page with Select and confirm the linked Microsite, Title and Page Title. Page Type is Content (HTTP GET) for static pages or Form (HTTP POST) to capture prospect data. Form pages add Dynamic Form Action, which links the page to a UPM dynamic form — here, Partner Prospect_clone.
15. Press Next and we'll save the page.
16. Request a Demo is now listed as a Form page. With more pages, Sort Order opens a drag-and-drop panel to reorder them visually.
17. Lead Scoring Rules award engagement points for microsite activity. Press Next and we'll add a rule.
18. Give the rule a name, choose the Activity — Form Submission, Revisit or Resubmission — and the Applicable Group, set the Score, limit it with Validate From and Validate To, and record the Source. Press Next and we'll save the rule.
19. The rule now scores every demo request at 25 points, feeding downstream lead qualification.
20. Manage Content opens the Drag & Drop CMS Editor. Press Next and we'll open it.
21. Drag rows, columns, buttons, dividers, text areas and image areas from the sidebar onto the canvas. For ready-made designs, HTML Import Template accepts pasted HTML markup.
22. The paint brush sets dimensions, typography and decoration for the selected element, Open Layer Manager shows and reorders the layer hierarchy, and the disk icon saves the page. Select Language uses the Google Translate plug-in to translate the whole page.
23. Double-clicking an element opens its WYSIWYG Editor; the mountain icon inserts images and Source switches to HTML. Wrapping a span or div in class="ucmcontenteditable" lets partners edit that section in their portal — remove the class to lock it for admins only.
24. Open Blocks → Forms lists the UPM dynamic forms. The form must match the page's Dynamic Form Action. Press Next and we'll drop Partner Prospect_clone onto the page.
25. The Partner Prospect_clone form is now linked to Request a Demo. Press Next and we'll save the page.
26. The page is saved. When several partner microsites capture the same prospect, the record is shared with every relevant partner and updated by the most recent submission. That's Microsites Management: browsing and filtering, creating a microsite, visibility, pages, lead scoring and the Drag & Drop CMS Editor.

Questions about this tour

What does the ZINFI Admin Microsites Management product tour cover?

The Admin Microsites Management tour walks through the module screen by screen in 26 guided steps. Admin-side walkthrough of partner microsites — browsing and filtering View Microsites, creating a microsite, visibility and assignment, form and content pages, lead scoring rules, and the Drag & Drop CMS Editor with editable zones and dynamic forms.

Which platform and pillar does Admin Microsites Management belong to?

Admin Microsites Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Market pillar.

How long does the ZINFI Admin Microsites Management tour take?

About 9 minutes at a normal pace — 26 guided steps through the Admin Microsites Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Market pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Microsites Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.