ZINFIHelp Portal

ZINFI UPM GuideEvent Marketing Management for Channel Partners

01

Introduction

The Event Marketing Management application of ZINFI's partner marketing management (PMM) platform enables your organization to quickly launch trigger-ready multi-touch "event-in-a-box" campaigns that can be easily co-branded and customized. With ZINFI's Event Marketing Management application, your organization can easily configure readymade templates made available by portal admins to drive end-users to your event registration landing page — including both pre-event and post-event email templates.

You can quickly customize existing templates with specific information about the event you wish to host. The customized event templates enable your organization to engage more end-users via webinars or roadshows, driving lead generation and potential sales. The application allows you to enter specific event details within the system to showcase on the event registration page as invitees register, use registration forms with pre-set fields to capture registrant information, and support multilingual audiences.

Real-time analytics provide valuable insights into campaign elements that are working well and those that need improvement. You can track all registrations received for events to be hosted, making it easy to prepare the required logistics for smooth and flawless event execution.

Trigger-ready "event-in-a-box" multi-touch campaign templates
Pre-event and post-event co-branded email templates
Event registration pages with configurable forms and hash code support
Capacity-based and date-based auto-close of event registrations
Real-time analytics and registrant tracking
Multilingual functionality for non-English speaking audiences
02

Co-Brand Events

Access Events

  1. Click Market on the top menu.
  2. Click Events > Co-Brand Events from the left menu bar.
UPM navigation showing Market selected and left sidebar with Campaign Library, Email, Social, Microsites and Events expanded — Co-Brand Events highlighted. Drive Demand Generation Campaign Library banner visible.
Market → Events → Co-Brand Events navigation

View Events

  1. Use the toolbar controls:
    • Sort By — Sort events by event name, creation date, or modification date.
    • Filter — Opens the filter panel.
    • Clear Filter — Clears the filter parameters.
  2. Toggle between views:
    • Assigned to You — Displays events assigned to you by the admin.
    • Created by You — Displays events you have created (cloned).
  3. Switch display format:
    • List View — Displays events in list format.
    • Thumb View — Displays events as thumbnail cards.
  4. For each event:
    • Preview — View the event registration page before implementation.
    • Clone — Create a duplicate copy of the specific event for co-branding.
    • Delete — Delete the event.
  5. Filter events by any or all of the following attributes:
Filter popup panel showing Apply and Clear buttons, and filter fields: Campaign text field, Country (Select button), Event Name text field, Languages (Select button), URL Extension text field
Filter panel — event search attributes
Filter FieldDescription
CampaignFilter by campaign name.
CountryFilter by one or more countries.
LanguagesFilter by one or more languages.
Event NameFilter by the event name.
URL ExtensionUnique URL extension that identifies the event.
  1. Click Apply after setting filter attributes.

Preview an Event

Click the Preview button corresponding to any event to view the event registration page before making changes.

Event registration page preview showing a banner with a presenter photo, 'Firewall Widget Campaign — Easy to Deploy, Easy to Use, and Affordable' heading, Widget Networks article content on the left, and a Mobility Event sidebar on the right with Date and Time (12/24/2023 14:00-19:00 PST), Venue (Caesars Palace 3570 S. Las Vegas Blvd, Las Vegas, Nevada), and a Name form field
Preview — event registration landing page

Clone to Set Up and Edit an Event

The Clone button allows you to replicate an existing event. By using this feature, you can create a duplicate of an event while incorporating additional customizations. Clicking Clone takes you to the Set-Up Event page, which contains four numbered steps.

Set-Up Event page showing all four numbered sections: 1 Select Event Details (Country: Global, Language: English, Campaign Tool: Event, Campaign: Firewall Widget Campaign), 2 Select Event (Type: Webinar, Event Name: Firewall Widget Partner Meet 2023_28, Unique URL Extension, Start/End Dates/Times, Registration Close Date/Time, Time Zone, Venue, Link, Capacity: 100, Organizer: Widget Networks, Speaker(s)), Selected Event thumbnail, Edit Event button, 3 Modify Pages (Firewall Event and Widget Event page rows), 4 Save Event (Save Event button)
Set-Up Event page — all four steps at a glance

Step 1 — Select Event Details

The Select Event Details section is read-only. It shows the campaign context: Country, Language, Campaign Tool, and Campaign name the event is associated with.

Select Event Details section showing Country: Global, Language: English, Campaign Tool: Event, Campaign: Firewall Widget Campaign — all read-only
Step 1 — Select Event Details (read-only campaign context)

Step 2 — Select Event

  1. The Select Event section shows preliminary event information: Type, Event Name, Unique URL Extension, Start/End Dates and Times, Registration Close Date/Time, Time Zone, Venue, Link, Capacity, Organizer, and Speaker(s).
  2. The Time Zone defaults to the value set in the User profile and can be edited.
Select Event section showing Type: Webinar, Event Name: Firewall Widget Partner Meet 2023_91, Unique URL Extension: partner_meet_, Start Date: 26 Apr 2023, Start Time: 10:00 AM, End Date: 26 Apr 2023, End Time: 06:00 PM, Registration Close Date: 21 Apr 2023, Registration Close Time: 05:00 PM, Time Zone: (GMT-06:00) Central Time (US & Canada) highlighted in blue, Venue empty, Link: http://surl.li/gmsdl, Special Upcoming empty, Capacity: 100, Organizer: Widget Networks, Speaker(s) empty. Below: Selected Event thumbnail (Firewall Campaign) with Edit Event button.
Step 2 — Select Event section with Time Zone highlighted
  1. To update any field, click Edit Event. A slide-out panel opens on the right with all editable fields.
Select Event slide-out panel showing fields: Type (Webinar dropdown), Event Name (Firewall Widget Partner Meet 2023_SS), Unique URL Extension (partner_meet_SS), Start Date (26 Apr 2023), Start Time (10:00 AM), End Date (26 Apr 2023), End Time (06:00 PM), Registration Close Date (21 Apr 2023), Registration Close Time (05:00 PM), Time Zone (GMT-06:00 Central Time), Special Upcoming toggle, Link (http://surl.li/gmsdl), Capacity (100), Organizer (Widget Networks), Speaker(s) text field, Select Event (Firewall Campaign thumbnail with Firewall Widget Event radio option), Cancel and Save buttons
Edit Event slide-out — all configurable event fields
FieldDescriptionRequired
TypeSelect Event (physical) or Webinar (online). Each type reveals different additional fields.Yes
Event NameName of the event (auto-appended with a unique suffix on clone).Yes
Unique URL ExtensionThe URL path slug used to identify the event registration page.Yes
Start Date / Start TimeDate and time the event begins.No
End Date / End TimeDate and time the event ends.No
Registration Close Date / TimeDeadline for registration. When reached, registrations are automatically closed.No
Time ZoneDefaults from User profile. Can be updated to any supported time zone.No
Special UpcomingToggle to mark this event as a featured/upcoming event.No
VenuePhysical venue address. Appears only when Type = Event.Conditional
LinkWebinar join URL. Appears only when Type = Webinar.Conditional
CapacityMaximum number of registrants. When reached, registrations auto-close.Yes
OrganizerName of the event organizer.Yes
Speaker(s)Name(s) of speaker(s) for the event.No
  1. The Type dropdown offers two options:
    • Event — For hosting physical in-person events. Reveals the Venue text field.
    • Webinar — For hosting online webinars. Reveals the Link URL field.
Type dropdown in Select Event panel showing three options: Select, Event, Webinar — with Webinar currently selected
Type dropdown — Event (physical) or Webinar (online)
  1. When Event is selected, the Venue field appears. Enter the physical address of the event location.
Time Zone dropdown showing (GMT-06:00) Central Time (US & Canada) and below it a Venue text area containing 'Hotel Blue View, 5396 North Reese Avenue, Fresno CA, 93722'
Physical Event — Time Zone and Venue fields
  1. Once saved, the venue address is reflected in the Select Event section.
Select Event section showing Type: Event, Event Name: Firewall Widget Partner Meet 2023_10, Unique URL Extension: partner_meet_10, Start Date: 26 Apr 2023, Start Time: 10:00 AM, End Date: 26 Apr 2023, End Time: 06:00 PM, Registration Close Date: 21 Apr 2023, Registration Close Time: 05:00 PM, Time Zone: (GMT-06:00) Central Time highlighted, Venue: Hotel Blue View 5396 North Reese Avenue Fresno CA 93722 highlighted in blue box, Special Upcoming: No
Select Event — physical event with Venue populated
  1. When Webinar is selected, the Link URL field and Capacity field appear. Provide the webinar join URL.
Two fields showing Link (required, value: http://surl.li/gmsdl) and Capacity (required, value: 100)
Webinar — Link URL and Capacity fields
  1. To change the default Time Zone, select a new option from the Time Zone dropdown.
Time Zone field showing (GMT-06:00) Central Time (US & Canada) with dropdown arrow
Time Zone — select from available time zones
  1. Once webinar details are saved, the Select Event section reflects the Link field.
Select Event section for webinar showing Type: Webinar, Event Name: Firewall Widget Partner Meet 2023_34, Unique URL Extension: partner_meet_34, Start Date: 26 Apr 2023, Start Time: 10:00 AM, End Date: 26 Apr 2023, End Time: 06:00 PM, Registration Close Date: 21 Apr 2023, Registration Close Time: 05:00 PM, Time Zone: (GMT-06:00) Central Time, Venue empty, Link: http://surl.li/gmsdl highlighted in blue, Special Upcoming empty, Capacity: 100
Select Event — webinar with Link URL populated
  1. Start Date, Start Time, End Date, End Time, Registration Close Date, and Registration Close Time can all be edited as needed.
Four date/time fields in the Edit Event panel: Start Date (26 Apr 2023) with calendar icon, Start Time (10:00 AM dropdown), End Date (26 Apr 2023) with calendar icon, End Time (06:00 PM dropdown), Registration Close Date (21 Apr 2023) with calendar icon, Registration Close Time (05:00 PM dropdown)
Date and time fields — Start, End, and Registration Close
  1. The Capacity and Organizer fields are mandatory and must be filled in.
Two required fields: Capacity (value: 100) and Organizer (value: Widget Networks)
Capacity and Organizer — required fields
  1. Click Save once all changes are made.
  2. The system automatically closes event registration when either the Registration Close Date/Time or the Capacity limit is reached — whichever comes first. A message is displayed to visitors attempting to register after that point.
NOTE

When a registration is auto-closed (by capacity or date), the system displays: "Registrations for this event has now been closed. Apologies for the inconvenience." This prevents further registrations and informs visitors clearly.

Alert box showing a red circle exclamation icon and the message: 'Registrations for this event has now been closed. Apologies for the inconvenience'
Registration Closed — auto-triggered alert to visitors

Step 3 — Modify Pages

The Modify Pages section lists all registration page templates associated with the event. Partners can edit each page inline.

  1. Click the Page icon next to any page to open an inline editor on the right. The icon changes to a Pencil icon to indicate edit mode is active.
Modify Pages section showing two page rows: Widget Event (pencil/edit icon, green toggle on) and Firewall Event (page icon, green toggle on)
Modify Pages — page list with edit and toggle controls
Event registration page showing Firewall Widget Campaign heading with hash code placeholders in the right sidebar: ####NAME####, Date and Time (####Event_Start_Date#### (####Event_Start_Time#### - ####Event_End_Time####)), Link (####EventUri####)
Event page with hash code placeholders visible in the editor
  1. Click any image or text in the page. That section is highlighted (shown with a blue border) and can be edited directly in the inline editor.
Event page body text section highlighted with a blue selection border, showing the text: 'The Widget Networks Firewall Widget provides all detail next-generation application control and user identity functions in an easy-to-use and affordable solution. It outperforms traditional Firewall Widgets and UTMs by integrating a powerful next-generation Firewall Widget appliance with scalable cloud content security.'
Inline editor — click text to select and edit directly on the page
  1. Hash codes can be embedded in the page HTML to dynamically populate event-specific information when the page is viewed. Common hash codes used in event templates:
Event registration template showing hash code placeholders in the right-side event info box: ####NAME#### as heading, Date and Time section with ####Event_Start_Date####, (####Event_Start_Time#### - ####Event_End_Time####), Link section with ####EventUri####
Hash code placeholders in the event registration template
Hash CodeReplaces With
####NAME####Event name
####Event_Start_Date####Event start date
####Event_Start_Time####Event start time
####Event_End_Time####Event end time
####EventUri####Event registration URL / webinar join link
  1. Once the event is assigned to partners, they will see the template with hash codes replaced by actual event values.
Event registration page with hash codes replaced by actual values: event name box shows 'Firewall Widget Partner Meet 2023', Date and Time section shows '2023-04-26 (10:00 AM - 06:00 PM)', Link section shows 'http://surl.li/gmsdl'. Below: Partner Contact Information section with First Name, Last Name, Email fields
Event page with hash codes replaced by actual event data

Step 4 — Save Event

  1. Once all details are provided, click Save Event to save the changes.
  2. Click Preview to view the preview of the completed event registration page.
Save Event section (Step 4) showing two action buttons: Save Event (floppy disk icon) and Preview (envelope icon)
Step 4 — Save Event and Preview buttons
Event registration page preview showing Firewall Widget Campaign header, Widget Networks article on the left, Firewall Widget Partner Meet 2023 info box on the right (Date and Time: 2023-04-26 10:00 AM - 06:00 PM, Link: http://surl.li/gmsdl), and below the content: Partner Contact Information registration form with First Name, Last Name, Email, Country, State dropdowns and PartnerMessage textarea — all marked required
Preview — completed event registration page with registration form
03

Launching an Event

The Co-Brand Events page shows events under two tabs: Assigned to You (vendor-assigned, cannot be launched) and Created By You (your cloned events, eligible for launch).

To launch a specific event, click the Launch button corresponding to the event listed under the Created By You tab.

View Events page with Created By You tab active, showing Firewall Widget CX Event May 2024 in list view with Preview, Delete, Launch and Set-Up action buttons — Launch is highlighted
Created By You tab — click Launch to initiate the event campaign

Clicking Launch takes you to the Launch Event Campaign page.

Launch Event Campaign page showing 5 numbered sections: 1 Campaign Details (Country: Global, Language: English, Campaign Type: Event, Campaign: Mobile Widget Campaign), 2 Provide Details of Your Email (Name Your Email: Thursday November 23 2023, Insert Subject Line: Mobile Widget Campaign, From Name: Acme Reseller, Sender Email Address: zinfi.cp@gmail.com, Edit Details button), 3 Customize Email Template (Select Template / Customize Template buttons), 4 Select Recipients and Test Email (Select Recipients / Send Test Email buttons), 5 Send Email (Schedule Date, Schedule Time, Time Zone: GMT-08:00 Pacific Time, with Schedule Time / Schedule Email / Launch Email / Save As Draft buttons)
Launch Event Campaign — 5-step email blast execution page
NOTE

The process of launching an Event follows the same steps as launching a Microsite or Email campaign: Campaign Details (read-only) → Provide Details of Your Email → Customize Email Template → Select Recipients and Test Email → Send Email (Schedule, Launch, or Save As Draft).

Document ID
ext.prd.004.04
Published
March 02, 2026
Platform Version
UPM 26.x