Unifyr Support

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  • Post History

    The Post History page gives a summary of your social media activity. Note Post History is the default name for the page - it may have a different name in your partner portal. In the page, you can...

  • Converting a Lead into a Deal

    You can convert a lead into a deal to move it through the sales pipeline.  You can't take this action on leads that have been rejected or expired by the supplier. To convert a lead into a deal: Na...

  • Social Settings

    The Social Settings page allows you to connect your social media accounts to your partner portal. Once that’s done, you can configure a social feed, to subscribe to posts on topics or industries yo...

  • Activating a Library Social Post for Sharing

    Your supplier may have provided a social media library for you, where you can find posts that you can post to your followers at any time. These posts generally aren’t associated with a specific cam...

  • Connecting a Social Media Account

    To connect a social media account to your partner portal: Click on your initials in the top right corner of the window. Choose Social Settings.   Click Add Account, then choose the platform for ...

  • Re-posting a Social Post

    The Post History page displays a list of posts that you have shared to your connected social media accounts. If you have had a successful post, you may want to re-activate it, or send a version to ...

  • Configuring your Social Feed

    After connecting to your social media accounts, personalize the Social Feed made available by your supplier, to ensure you only subscribe to content you're interested in. The social content in the ...

  • Sending a Social Post Now

    You can choose to publish a social media post to your connected social accounts immediately. Navigate to one of these pages, depending on the type of post you want to send: Upcoming Posts - po...

  • Removing a Social Media Connection

    To disconnect a social media account from your partner portal account: Click on your initials in the top right corner of the window. Choose Social Settings.   Locate the account you want to disc...

  • Scheduling a Social Post for Publishing

    You can schedule a social media post to be published to your social media account(s) on a future date. Navigate to one of these pages, depending on the type of post you want to send: Upcoming Po...