ZINFI Unified Partner Management — Accelerate
Community Management — Product Tour
Guided walkthrough of partner-facing Community Management — browsing and favoriting communities, the discussion feed with posting, recipients, attachments, search, likes and comments, and the Community Calendar.
28 guided steps, about 9 minutes. Sample data only — nothing in the tour affects live data.
Full walkthrough
- Community Management gives you a built-in discussion forum inside the portal — exchange ideas, ask questions, share files, and stay on top of vendor announcements. It's tree-structured, with posts, replies and sub-replies, and it's connected to social syndication and business intelligence reporting. Navigate here from Accelerate → Communities → Community Info, which lists every community you have access to.
- Each card shows a thumbnail, the community name, and a brief description of its purpose and audience — Sort by up top lets you reorder the list.
- Favorite pins a community to your dashboard for quick access, without coming back to this page every time.
- Email Notification sets how often you get a digest — Every week, Every two weeks, or Once a month. Favorite and notifications work independently of each other.
- View Community opens the full community page. Press Next and we'll open it.
- A wide banner establishes the community's identity, followed by its name, member count, and a description of its purpose.
- Community Guidelines links to the rules of engagement the admin has set.
- My communities is a quick-switch list — one click moves between every community you belong to, no need to go back to Community Info.
- Start a Discussion expands into the full composer. Press Next and we'll open it.
- TO shows the intended recipients. Choose opens a recipient selector. Press Next and we'll open it.
- User and Group radio buttons pick the mode — Group reveals a checklist of partner groups, like Channel Partner EX (Gold Partner) or Affiliate Partner EX, with a Select All checkbox and a Search here field. Ok populates TO with your selections.
- The composer body is a full WYSIWYG editor — Bold, Italic, Underline, Strikethrough, Subscript, Superscript, image insertion, and a Source button that switches to raw HTML for embedding images directly.
- Attach File opens a file upload dialog — partners can attach multiple files in formats like .png, .xlsx, .doc and .pdf. Press Next and we'll attach one.
- Each attached file appears above the editor with an orange Bin icon to delete it and a blue Download icon to retrieve it.
- Post publishes the discussion — Discard cancels without saving. Press Next and we'll post it.
- Search Post(s) finds posts by keyword, Select filters by creator's name or group, and Select Date Range narrows to a time window. Search filters the feed, and Clear resets it back to every post.
- Each post shows the author's avatar, name, timestamp and body — including any attached files with their filenames and Download icons.
- Thumbs Up reacts to a post. Comment opens a collapsible editor right beneath it — type a reply and click Add Comment, or Discard to close without posting.
- All Comments expands or collapses the full comment thread once replies start coming in.
- One more thing worth knowing: when a post goes out, every recipient in the TO list gets an email with the content, the Portal URL and a link back to the message — and they can reply straight from their inbox, which lands back on the original thread automatically, no portal login required. When someone comments on an existing post, the post owner and everyone above them in the UPM hierarchy get notified too, so nothing gets missed up the chain.
- The Community Calendar — Accelerate → Community → Calendar — opens in Month view by default. Day, Week, Month and List toggle the layout, Today resets to the current date, and the arrows move between periods.
- Types on the right lets you check or uncheck event types — like Wireless Widget Campaign, Workshop, Conference or Webinar — to instantly show or hide them on the calendar.
- Clicking any event opens its details. Press Next and we'll open it.
- The Details popup shows the event name and its date and time range, with Edit, Delete and Preview buttons.
- Preview opens the full View an Event page. Press Next and we'll open it.
- Event Information covers Name, Event Type, Start Date, End Date, Time Zone, External Link and Description.
- Event Media lists any documents or images attached to the event, each ready to download directly.
- That completes Community Management: browsing and favoriting communities, posting and engaging in the discussion feed with recipients, attachments, search, likes and comments, and the Community Calendar end to end.
Questions about this tour
- How does partner community management work in ZINFI?
- Partners browse and favorite communities inside the portal, then take part in a discussion feed: posting to chosen recipients, adding attachments, searching past threads, and liking or commenting on posts. A community calendar lists upcoming dates.
- Can partners attach files to community discussions?
- Yes. A discussion post can carry attachments, which appear on the post for other members to download.
- Who can see a community post?
- Visibility follows the community and the recipients chosen when posting, so a thread can be aimed at a specific group rather than broadcast to everyone.
- How long does the ZINFI Community Management tour take?
- About 9 minutes at a normal pace — 28 guided steps through the Community Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Accelerate pillar. The tour is self-paced and can be left and restarted from the beginning.
- Do I need an account to take the Community 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.