ZINFI Unified Partner Management — Market

Admin Web Syndication Management — Product Tour

Run partner web syndication — browsing and filtering showcases in List and Thumb views, visibility and assignment, creating a showcase, form and content pages with dynamic form actions, lead scoring, the Drag & Drop CMS Editor with product tiles, and campaign launch.

26 guided steps, about 9 minutes. Sample data only — nothing in the tour affects live data.

Full walkthrough

  1. Market → Microsites → Web Syndication opens View Showcases. A showcase is a multi-page content unit with pages, documents and dynamic forms that partners embed on their own websites by iFrame or JavaScript snippet.
  2. Add, Sort By, Search Web Syndication, Filter and Saved organize View Showcases. List view and Grid view switch between List View and Thumb View; Assigned to You and Created by You separate the two libraries.
  3. Grid view opens Thumb View. Press Next and we'll open it.
  4. Thumb View shows each Thumbnail Image so you can confirm branding at a glance. The card menu offers Preview, Visibility Configuration and Clone.
  5. Filter narrows the showcase library. Press Next and we'll open it.
  6. Campaign, Country, Languages and Showcase Name combine regional and campaign criteria. Country is USA and Languages is Spanish. Apply uses the criteria, Save Filter keeps them for reuse and Clear resets them.
  7. Add creates a showcase. Press Next and we'll open it.
  8. Name, Showcase Name, Unique Name and Campaign are required. Unique Name is the descriptive, permanent partner-facing URL slug. Description, UI/UX Package, Thumbnail Image and Web Syndication Category complete the showcase. Select and Clear manage the Campaign, UI/UX Package and Web Syndication Category lookups. Template Sections has Header and Footer editors.
  9. Save creates Hybrid Cloud Showcase. Press Next and we'll save it.
  10. View a Showcase offers Edit, Visibility Configuration, Manage Content, Preview and Upload Zip. The record arrows move between showcases.
  11. Showcase Information shows Hybrid Cloud Showcase, hybrid-cloud-showcase, Server Widget FlexiTouch Campaign, UIUXserverWidgetShowcase2 and the Solutions category. Template Sections keeps the saved Header and Footer.
  12. Visibility Configuration controls who can access the showcase. Press Next and we'll open it.
  13. Countries offers Select All, and Languages controls localization. Assign to chooses a user or group, with Gold Partners assigned here. Content Assignment History keeps the audit log. Save keeps the configuration, Save and Close saves and returns, and Cancel returns without saving.
  14. Showcase Pages lists Action, Name, Title, Type and Sort Order. Add creates a page and Sort Order reorders the pages. Press Next and we'll open Add.
  15. Showcase Page Information contains Page Name, Page Title, Type, Showcase Name, Landing Page, Parent Page, Description, Dynamic Form Action and Unique Name. Type chooses Content (HTTP GET) or Form (HTTP POST); Form is selected. Select beside Dynamic Form Action opens View Dynamic Forms.
  16. View Dynamic Forms lists Name, Record owner and UCMModule. Choose the search column, search for a form and select its Name. Page controls browse the records; Close returns to Showcase Page Information. ContactUs/PProspects is the selected Dynamic Form Action.
  17. Save adds Request a Quote to Showcase Pages. Press Next and we'll save it.
  18. Request a Quote now appears in Showcase Pages as a Form page. Sort Order controls its position among the pages.
  19. Lead Scoring Rules lists Rule Name, Activity, Applicable Group, Score, Validate From, Validate To and Source. Form Submission and Revisit, Resubmission contribute points for Gold Partners; Source is read-only. Scoring follows the points and validity windows set by administrators.
  20. Manage Content opens the Drag & Drop CMS Editor. Press Next and we'll open it.
  21. The blocks include 1 Column / 2 Columns, Grid, Dividers/Containers, Component-tiles, Text/Links, Image/Video, Maps/Containers, Pages, Custom Built-n-Block and Products. Products is expanded with Flash Drive, Laptop and Desktop virtualization 1.0. Press Next and we'll drop the Laptop tile onto the page.
  22. Laptop is selected on the canvas with Move, Duplicate and Delete controls. Learn More can link to any destination; double-click opens the inline WYSIWYG editor.
  23. The paint brush opens Style Manager for dimensions, typography, decoration and effects. Open Layer Manager organizes the page; Save uses the disk icon. Import Template accepts pasted HTML/CSS through the code icon. Select Language uses Google Translate.
  24. Server Widget FlexiTouch Campaign brings Web Syndication beside Email, Event and Social Syndication. Count badges show the available tactics, and Launch or Set-up & Launch starts a campaign tactic from Get Started.
  25. Add a Multi-Touch Flow sends an Email using ####Name#### and ####Email_Address####. Email Clicked and Email Opened conditions guide the branches; Web Syndication links the engaged audience to Hybrid Cloud Showcase.
  26. Web Syndication reports traffic, asset views, gated conversion rates, partner leaderboards and closed-won attribution, connecting engagement to pipeline. That completes Admin Web Syndication Management: browse and filter showcases, control visibility and assignment, create form pages with dynamic actions, set lead scoring, build product content and launch campaigns.

Questions about this tour

What does the Admin Web Syndication Management tour cover?
This 26-step Admin Market tour covers showcase browsing and regional filters, visibility and partner assignment, showcase creation, dynamic form pages, lead scoring, product content in the Drag & Drop CMS Editor and campaign launch.
How do partners embed ZINFI showcases on their websites?
Partners embed multi-page showcases containing content, documents and dynamic forms by iFrame or JavaScript snippet. Shared UI/UX packages and template sections keep branding consistent as administrators update content.
How do showcase forms connect engagement to pipeline?
Dynamic Form Action routes submissions to the matching UPM object, while lead scoring weights activities within validity windows. Web Syndication can follow email engagement in a multi-touch campaign, linking traffic and conversions to partner performance and pipeline.
How long does the ZINFI Admin Web Syndication Management tour take?
About 9 minutes at a normal pace — 26 guided steps through the Admin Web Syndication 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 Web Syndication 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.