ZINFI UPM GuideMicrosite & Landing Page Management for Channel Partners

2.1 Access Microsites

To navigate to the Co-Brand Microsites section:

1. Click Market from the top navigation menu.
2. Click Multi-Touch > Co-Brand Microsites from the left menu bar.

2.2 View Existing Microsites

Clicking Co-Brand Microsites from the left menu opens the View Microsites page, where all microsites developed and shared are displayed.

1. Sort: Click the dropdown arrow in the Sort By: Select box to sort microsites by:
   • Created On — Order by creation date.
   • Modified On — Order by last modification date.
   • Microsite Name — Alphabetical order.

2. Click the Assigned to You tab to view microsites assigned to you by OEM users, or click the Created by You tab to view microsites you have added to the microsite library.
3. Click either List View or Thumb View to change the visual arrangement of each microsite.

In Thumb View, click the four dots (⋯) on the top right of any microsite card to access further options: Edit, Delete, Launch, Preview, and Set Up. In list view, these options are already visible as inline buttons.

Clicking the Preview button allows you to preview the microsite after it has been created.

4. Filter: To search for a specific microsite, click the Filter button or Filter icon on the top right to open the filter pane. Click the (X) icon to close the pane. Microsites can be filtered using the following parameters:
   • Campaign — Search for microsites associated with specific campaigns.
   • Country — Search for microsites associated (visible) with specific countries.
   • Languages — Search for microsites associated (visible) with specific languages.
   • Microsite Name — Type a keyword to search for microsites by name or title, then click Apply to filter results.

5. Copy to Clipboard: The Copy to Clipboard option is associated with the Preview Link and provides the convenience of copying the URL for further reference. The link can be copied to the clipboard or opened in a new tab by clicking the link directly.

2.3 Manage Pages for Existing Microsite(s)

From the View Microsites page, two primary actions are available for any microsite:

• Setup — Click to modify the content and layout of an existing microsite page.
• Preview — Click to view an existing page of the microsite without making changes.

2.4 Set-up Microsite Page(s)

Clicking the Set-Up button opens the Set-Up Microsite page, which contains several sections and associated fields.

Section 1 — Select Microsite Details

This section displays read-only information about the campaign context for this microsite.

Field	Description
Country	The country where the microsite is accessible.
Language	The language of the microsite.
Campaign Tool	The campaign tool used — in this case, Microsite.
Campaign Name	The name of the campaign with which the selected microsite is associated.

Section 2 — Select Microsite

This section allows you to review and change the microsite template being used.

Field / Action	Description
Microsite Name	The display name of the currently selected microsite.
Unique URL Extension	The URL path extension used to identify this microsite instance (e.g., cmm_85).
Edit Microsite	Clicking this button opens a right-hand panel where you can update the Microsite Name, Unique URL Extension, and the selected microsite template. Click Save when done.

Section 3 — Modify Pages

This section displays all pages included in the microsite template. You can enable or disable individual pages by toggling the switch beside each page name.

• To edit a page, click the page name to open it in the on-screen editor.
• Make edits by placing the cursor in the editable area, then click Save when done.

Section 4 — Save Microsite

When all changes are complete, click the Save Microsite button to save the configuration.

2.5 Launch a Microsite

Partners can launch a microsite campaign — sending a co-branded email blast linked to their microsite — directly from the View Microsites page.

1. Click the Launch button for the desired microsite under the Created by You tab.

2. Clicking Launch opens the Launch Microsite Campaign page, which contains five sections to complete:

a. Campaign Details

This section is non-editable. It reflects the campaign context: country, language, campaign type, and campaign name.

b. Provide Details of Your Email

This section lets you configure the outgoing email blast details. Click Edit Details to open the edit panel on the right-hand side and populate the following fields:

Field	Description
Name Your Email	The internal name for this email blast. Blank by default — must be filled in.
Insert the Subject Line	The subject line the recipient will see. Blank by default — must be filled in.
From Name	The sender name displayed in the recipient's inbox.
Sender Email Address	The reply-to or from email address shown to recipients.

c. Customize Email Template

Click Select Template to choose the desired email template and link it to the microsite campaign. Once selected, click Customize Template to open it in the right-hand workspace.

Within the template editor:

• Editable areas are enclosed in dotted lines. Hovering over any editable content changes its background to grey, indicating it can be clicked to edit.
• Clicking an editable area activates the CK Editor for rich text editing.
• Social Connector icons in the email footer are also editable — hovering triggers the grey background, and clicking opens the CK Editor to link them to your social pages.

d. Select Recipients and Test Email

Once the email template is saved, configure your recipient list:

1. Click Select Recipients to choose from your prepared mailing lists.
2. Or click Create New List to build a new mailing list on the spot.
3. After selecting a list, click Send Test Email to send a test version of the campaign to verify receipt.

e. Send Email

The final section provides options to schedule, launch immediately, or save the campaign as a draft.

• Schedule Time — Opens the Send Email dialog where you can select a specific date, time, and time zone for the blast. Click Save to confirm the schedule.
• Schedule Email — Queues the email for launch at the scheduled time. A confirmation message is displayed on screen.
• Launch Email — Blasts the email immediately. A confirmation message confirms the email has launched successfully.
• Save as Draft — Saves the current campaign configuration as a draft for future completion. A confirmation message confirms the draft was saved.

3.1 View Web Syndication Showcases

The View Showcases page lists all showcases either assigned to you or created by you.

1. Sort: Use the Sort By dropdown to order showcases by:
   • Showcase Name — Alphabetical order.
   • Created On — Order by creation date.
   • Modified On — Order by last modification date.
2. Tab View:
   • Assigned to You — Displays syndications assigned to you by the OEM.
   • Created by You — Displays syndications you have created.
3. Layout:
   • List View — Displays showcases in a list format with inline buttons.
   • Thumb View — Displays showcases as cards. Click the three dots (⋯) on a showcase card to access Preview, Edit, Delete, and Launch.

4. Available actions per showcase:
   • Preview — View the showcase before implementation.
   • Edit — Modify the showcase content or layout.
   • Delete — Remove the showcase from the listing.
   • Launch — Launch a campaign using this showcase.

3.2 Set Up and Edit Web Syndication Showcase

Each showcase in the Assigned to You section has two buttons — Preview and Set Up.

1. From the View Showcases page, click Set Up on any showcase to open the Set-Up Web Syndication page.

2. The Set-Up Web Syndication page displays five numbered sections.

3. Click Select Web Syndication to choose your desired syndication template. A panel appears on the top right where you can:

4. Update the following fields as required, then click Save:

Field	Description
Web Syndication Name	The display name of the web syndication.
Unique URL Extension	The URL path extension used to identify this syndication instance (e.g., cmm_84).
Select Web Syndication	Choose the syndication template from the available list that best fits your campaign.

5. The Modify Pages section displays all pages included in the syndication. Toggle each page on or off as required:
   • To edit a page, click the page name to open it in the right-hand work area.
   • Click into editable areas of the page (the WYSIWYG editor will appear) to make changes. You can also expand the work area to full screen.
   • Click Save when done editing the page.

6. Click Save Web Syndication to save all changes, or click Preview Web Syndication to review the showcase before saving.
7. After saving, click Generate Code to generate the embed snippet for your website. A panel opens where you configure:

Field	Description
Name	A user-friendly name for the generated code snippet.
Partner Website Embed URL	The URL of the partner website page where the syndication will be installed.
Code Type	Select either iFrame or Javascript as the embed method.

8. Click Save in the code generation panel. The generated code appears at the end of the page. Click View Code to open the right-hand panel showing the full embed snippet, then click Copy to Clipboard to copy it for installation.

3.3 Installing Web Syndication Web Snippets in Your Site

Once you have generated the embed code for your Web Syndication Showcase, follow these steps to install it on your website:

1. Copy the generated code as described above (using the Copy to Clipboard button).
2. Create a new webpage on your website and paste the code into that page's HTML. The embed code includes width and height attributes that can be edited to fit the display frame within your page layout.
3. Once installed, the page is ready to display any Showcase you promote through it.