Partners

The Partners page lists companies offering the telephony and virtual assistant services outside your geographical area and with whom you have a commercial arrangement for lead referrals. This enables you to redirect any prospects you get from outside your geographical area to one of your partners who covers that area.  

From the Partners page you can:

  1. Create partners.
  2. Delete partners.
  3. Modify partner settings.
  4. Export a list of partner details in CSV or PDF format.
  5. Sort and search the list of partners.

Interface Overview

This page displays the list of partners with the following information:

COLUMN HEADING

DESCRIPTION

Checkbox

 Check the box next to one or several items in order to apply certain actions (ex: export list).

English URL

French URL

 URL where the partner wants potential customers to be redirected based on their language. Clicking this link opens the partner's Web site URL.

Country

 Country or countries where the partner is offering its telephony and virtual assistant services. Clicking this link opens the Partner Settings.

Delete Icon

 Click the icon to delete a partner. See Delete a Partner for details.

Add a Partner

To create new partners where you can route prospects who want the virtual assistant services in specific geographical regions:

  • From the main menu, click Partners.
  • Click the New button.
  • Fill in the fields as required. See Partner Settings for details.
  • Click Save to create the new partner.>

Delete a Partner

To delete partners and stop referring leads to them:

  • From the main menu, click Partners.
  • Click the icon in the row of the partner that you want to delete.
  • A confirmation window opens.
  • Click OK to confirm the deletion.

Modify Partner Settings

To modify the settings of an existing partner:

  • From the main menu, click Partners.
  • From the partner list, click the name of the partner to modify. The partner settings will display.
  • Edit the fields as required. See Partner Settings for details.
  • Click Save to update the new partner settings.

Partner Settings

Name

Enter a descriptive name for the partner.

URL (English and French)

For each language, enter the URL where the partner wants potential customers to be redirected. For example: http://signup.partnername.com/en/welcome or http://partnername.com/signup_en/welcome.

Description (English and French)

Enter the business profile of the partner that will be displayed to visitors. The field accepts a maximum of 255 characters.

Country

Select the country or countries where the partner is offering its virtual assistant services. To add a country, select it from the dropdown list then click the Add button. 

To remove a country from the list, click the  Delete icon next to the country name.

Export Partner Details

You can export the list of one or several partners to a CSV (comma separated file) or PDF file.

Export to a CSV File

To export partners to a CSV file:

  • From the main menu, click Partners.
  • Select the partners to export:
    • One or several items: Check the box next to the name of the partner to export.
    • All items: Check the box at the top of the list next to the Name header. All boxes will automatically be checked.
  • Click the  CSV button to open the export window.
  • By default, the file is named Partners.csv and ready to be saved in a directory on your computer.
    • Change the file name if needed but keep the CSV extension. Example: rename Partners.csv to MyPartners.csv.
    • Make sure that you are saving the file in the desired directory.
  • Click Save.

Export to a PDF Document

To export partners to a PDF file:

  • From the main menu, click Partners.
  • Select the partners to export:
    • One or several items: Check the box next to the name of the partner to export.
    • All items: Check the box at the top of the list next to the Name header. All boxes will automatically be checked.
  • Click the  PDF button to open the export window.
  • The PDF document will automatically open in a new window and ready to be saved in a default directory on your computer.

Search Partners

You can use keywords to quickly find partners.

The first row contains search fields in which you can type a keyword to look for a specific partner. For example, type "Canada" in the Country column and press enter to view all partners operating in Canada.

To clear the search filter, delete the keywords typed in the first row and press enter.

Sort Partners

You can sort the list of partners alphabetically or numerically based on the type of information in the columns. Simply click on the column heading to set the sorting order.