Overview
In UPM's Market module, email templates are crucial for partners to execute co-branded marketing campaigns. However, not all templates are suitable for every partner due to regional, linguistic, or strategic considerations. The Visibility Configuration feature addresses this by providing granular control over template access. This ensures that partners are presented with only the most appropriate marketing materials, reducing confusion and improving compliance with regional marketing guidelines.
By carefully configuring visibility, administrators can tailor the partner experience, making it easier for partners to find and utilize relevant email templates for their specific markets and target audiences. This capability is essential for maintaining brand consistency, adhering to local regulations, and maximizing the effectiveness of partner-led marketing efforts globally.
Key Features
- Country-based Visibility
- Language-based Visibility
- Role-based Assignment
- Group Assignment
- User Assignment
Accessing Visibility Configuration
Click the Visibility Configuration button.
Configuring Geographic and Language Visibility
This screen displays the 'Visibility Configuration' dialog, which allows vendors to define the geographic and linguistic availability of an email template. By specifying countries and languages, administrators can control which partners see and can use this particular email template in their marketing campaigns. This ensures that partners only access content relevant to their region and language, supporting localized marketing efforts and compliance with regional regulations. The configuration here directly impacts the partner-side experience within the Market module, ensuring content relevance and program governance.
Buttons
| Button | Description |
|---|---|
| Save | Saves the current visibility configuration and closes the dialog. |
| Save and Close | Saves the current visibility configuration and closes the dialog. |
| Cancel | Discards any changes to the visibility configuration and closes the dialog. |
Countries
| Field | Description |
|---|---|
| Select All | Selects or deselects all available countries for visibility. |
This screen displays the Visibility Configuration dialog for an email template, specifically showing the expanded "Languages" section. This configuration allows administrators to control which language versions of an email template are visible to partners. By selecting a language, the email template becomes available for partners operating in regions or targeting audiences associated with that language, ensuring that marketing communications are appropriately localized.
Assigning Template Access by User or Group
Expand the 'Assign to' section to configure which users or groups can access this email template.
Assign to
| Field | Description |
|---|---|
| Assign to a User | Select this option to assign the email template's visibility to specific individual users. |
| Assign to Group | Select this option to assign the email template's visibility to predefined user groups, such as 'Admin' or 'Partner'. |
| Admin (mandatory admin group) | A checkbox indicating whether the email template should be visible to the mandatory administrator group. |
| Partner (mandatory partner group) | A checkbox indicating whether the email template should be visible to the mandatory partner group. |
Frequently asked questions
- What is the purpose of the Visibility Configuration feature for email templates?
This feature allows administrators to control which email templates partners can see and use, ensuring that templates are relevant to their region, language, and role. It streamlines campaign execution by presenting partners with appropriate localized marketing assets.
- Who uses the Visibility Configuration feature?
UPM administrators use this feature to manage the availability of email templates within the Market module. Partners are the beneficiaries of these configurations, seeing a tailored selection of templates.
- How do administrators configure geographic and language visibility for email templates?
Administrators access the Visibility Configuration dialog from an email template page. They can then specify countries and languages to define who can see and use that particular email template, ensuring content relevance and compliance.
- Can email template visibility be assigned to specific users or groups?
Yes, administrators can expand the 'Assign to' section in the Visibility Configuration dialog to assign access to individual users or predefined user groups, such as mandatory 'Admin' or 'Partner' groups.
- What impact does visibility configuration have on partners?
Visibility configuration ensures partners are presented only with appropriate marketing materials, reducing confusion and improving compliance with regional guidelines. It helps partners find relevant email templates more easily for their specific markets.