What is the purpose of the View Events feature?

This feature provides administrators with a central place to view and manage co-branded event campaigns. It helps ensure partners have access to relevant and current marketing resources.

Who can manage co-branded events?

UPM administrators use this feature to create, manage, preview, launch, set up, or delete co-branded event campaigns for channel partners.

How can I find specific events quickly?

You can filter, sort, and search through the list of available events. Filtering allows you to refine the list by criteria like campaign association, event name, or URL extension, and you can save filter configurations for future use.

What types of events can partners leverage?

Partners can leverage pre-configured campaigns such as webinars, seminars, or product launches. These can be adopted, customized within defined boundaries, and executed to generate leads.

Can I save my filter settings?

Yes, both basic and advanced filter panels allow you to save your current filter configuration. This streamlines the process of managing and analyzing event marketing activities by applying saved filters later.

View Co-Branded Event Campaigns in the UPM

Overview

The Event Marketing Management module within the platform's Market zone empowers vendors to create and manage co-branded events that partners can leverage for their own marketing efforts. These events are often pre-configured campaigns, such as webinars, seminars, or product launches, that partners can easily adopt, customize within defined boundaries, and execute to generate leads and drive sales. This streamlines co-marketing initiatives, ensuring brand consistency while empowering partners to engage their local markets effectively.

Accessing and Viewing Co-Brand Events

Co-brand events list with sorting and search

This screen displays a list of co-brand events available within the Market module, allowing users to manage various marketing initiatives. It provides controls for organizing the displayed events, including options to sort the list by different criteria, toggle the sort order between ascending and descending, and search for specific events using a text input field. Users can also refine the list further with a filter option and segment events by those 'Assigned to You' or 'Created by You' to efficiently locate and interact with relevant marketing campaigns.

View Events page with Filter button highlighted

Click the Filter button.

Filtering Events

This filter panel provides a mechanism for users to refine and narrow down the list of events displayed in the main view. It allows for targeted searches based on specific event attributes such as campaign association, event name, or URL extension. Users can define multiple filter criteria using various operators and search text, enabling them to quickly locate relevant events within the system. The panel supports saving the current filter configuration for future application, streamlining the process of managing and analyzing event marketing activities.

Enter the desired filter criteria for events and click 'Apply' to view the filtered results, or click 'Save Filter' to store the current configuration for later use.

Buttons

Button	Description
Basic	A tab that displays the basic filtering options, allowing users to define criteria based on common event attributes.
Advance	A tab that switches to advanced filtering options, which may offer more complex query capabilities.
Save Filter	Saves the current filter configuration under the name provided in the 'Insert Filter Configuration Name' field for future use.
Apply	Applies the configured filters to the event list and updates the displayed results.
Clear	Resets all filter criteria, removing any entered search text or selected operators.

Fields

Field	Description
Campaign	The event attribute representing the campaign associated with the event.
Contains	The operator selected for the 'Campaign' filter, indicating that the campaign name should contain the specified text.
Firewall	The search text entered for the 'Campaign' filter.
Name	The event attribute representing the name of the event.
Contains	The operator selected for the 'Name' filter, indicating that the event name should contain the specified text.
Widget	The search text entered for the 'Name' filter.
URL Extension	The event attribute representing the URL extension of the event.
Contains	The operator selected for the 'URL Extension' filter, indicating that the URL extension should contain the specified text.
Insert Filter Configuration Name	An input field to provide a name for the current filter configuration before saving it.

Column Headings

Column	Description
ID	A numerical identifier for each filter row.
Column Name	The name of the event attribute to filter by, such as 'Campaign', 'Name', or 'URL Extension'.
Operator	A dropdown menu to select the comparison operator for the filter, such as 'Contains', 'Equals', 'Starts With', etc.
Search Text	The input field where users enter the value to search for within the selected 'Column Name' using the specified 'Operator'.

This modal window provides advanced filtering capabilities within the UPM, allowing users to define specific criteria to narrow down records displayed in a list view. It enables the creation of custom filter rules by selecting a data field, a comparison operator, and a corresponding value. This granular control helps users efficiently locate specific records, such as events, based on their attributes. The platform also supports saving these configured filters for future reuse, streamlining subsequent searches and data analysis workflows. This 'Advance' tab offers more complex, rule-based filtering compared to a simpler 'Basic' mode.

Configure the advanced filter by specifying the desired field, operator, and value for your search criteria.

Buttons

Button	Description
Basic	Switches the filter interface to a simpler, basic mode for common filtering options.
Advance	Activates the advanced filter interface, allowing for more complex rule-based filtering.
Add	Adds a new row to create an additional filter rule, allowing for multiple conditions.
Save Filter	Saves the current filter configuration under the specified name for future use.
Apply	Applies the configured filter rules to the underlying data, updating the displayed records.
Clear	Resets all filter rules and removes any applied criteria.

Fields

Field	Description
Event > Name	The selected data field for the filter rule, specifying the 'Name' attribute of an 'Event' record.
Equal	The selected comparison operator for the filter rule, indicating an exact match is required.
Firewall	The specific value entered for the filter rule, used to match against the selected field.
Insert Filter Configuration Name	An input field to provide a name for the current filter configuration, enabling it to be saved and reused later.

Column Headings

Column	Description
ID	A numerical identifier for each filter rule, indicating its position in the sequence.
Fields	A dropdown menu to select the specific data field to which the filter rule will be applied.
Operator	A dropdown menu to choose the comparison operator (e.g., Equal, Contains, Starts With) for the selected field.
Value	An input field to enter the specific value against which the selected field will be compared.
Action	Provides actions related to the filter rule, such as adding a new rule.