The Platform Path
This path takes you from foundational setup to active execution, ensuring you have everything needed to build, organize, and launch your brand. You’ll start by mastering the core settings that control your organization and branding before moving into creating individual assets like landing pages, emails, and social posts.
Finally, you’ll learn to package those assets into cohesive campaigns and collections, streamlining your distribution and bringing your entire content strategy to life.
In this phase, you’ll learn how to edit your home page and master the core building blocks used to create other custom pages in the platform.
By the end of this phase, you will be able to:
- Edit and customize your home page
- Use page building blocks to create portal pages
1. Introduction to Portal Pages
Learn the fundamentals to edit your home page and build additional custom pages.
⏱ 5 min
In this phase, you’ll manage who has access to the platform and what they can do inside it.
By the end of this phase, you will be able to:
- Add and manage team members
- Assign permissions to control access to content and features
1. Managing Users
Learn how to add users and assign their permissions.
⏱ 5 min
Turn engagement into action.
In this phase, you’ll learn how to manage and prioritize leads so partners can focus on the right opportunities at the right time.
By the end of this phase, you will be able to:
- Create pipeline stages to track the lead lifecycle
- Assign lead scores to prioritize outreach based on engagement
- Use lead freshness indicators to identify urgent leads
1. Lead Management: Introduction
Learn how leads move through the system and how partners can track and manage them from interest to action.
⏱ 5 min
2. Pipeline: Tracking Lead Stages
Create stages in a pipeline to help partners track where each lead is in the conversion process.
⏱ 5 min
3. Lead Scoring: Prioritizing Outreach
Assign values to leads based on engagement so partners know which ones to focus on first.
⏱ 5 min
4. Freshness: Identifying Urgency
Use visual cues to show how recently a lead has engaged so partners can respond at the right time.
⏱ 5 min
5. Introduction to the AI Agents Dashboard
Overview of the Agents dashboard and learn how the key components work together to power your AI experience.
⏱ 10 min
In this final phase, you’ll use platform data to analyze performance, guide decisions and improve results.
By the end of this phase, you will be able to:
- Measure performance across channels and campaigns
- Analyze platform data to identify improvements
1. Analytics: Data-Driven Insights
Learn how to analyze partner activity and identify opportunities to improve results.
⏱ 20 min