Logo
WHAT'S NEW HOW TO GUIDES
FAQ
VIDEO
GLOSSARY Submit a request
Sign in
  1. ZiftPRMAdmin
  2. How To

How To

The articles in this section provide step-by-step instructions to perform administrative tasks in Zift PRM. Each article also includes a brief introduction to the purpose of performing the task and any prerequisites that must be in place before you can perform the task. Links to related articles are listed at the bottom of the article where appropriate.

Dashboards

  • About the PRM Admin Dashboard
  • Displaying the Partner Dashboard
  • View a User's Data Consent History

Accounts

  • About Accounts
  • Move a User to a new Organization or Location
  • Delete a Location
  • View Account Modification History
  • Designate a Primary Contact

Administration

  • About Administration

Communication

  • About Partner Communication
  • Create Email Marketing Communications
  • Email Templates
  • Create Activity Stream Message
  • Schedule Email Communications
  • Set-up a Campaign
See all 10 articles

Events

Marketing

Incentives

  • About Incentives
  • Add Products to the Claims Catalog
  • Incentive Activities

Favorites

  • View Favorite Reports

Partner Portal and Content Management System (CMS)

  • About the Portal & Content Management System
  • Understanding Visibility
  • Edit Border Templates
  • Email Addresses for Content Inquiries

Products

  • About Products
  • Products
  • Add Products
  • Inactive Products
  • Product Groups
  • Product Categories
See all 11 articles

Reporting

Social

  • About Social

Training

  • About Training
  • Overview of Training Program Set-Up
  • Set up Training Paths
  • Create Training Programs
  • Create Courses
  • Create Modules
See all 13 articles

Business Rules Engine

  • About the Business Rules Engine

GDPR Help Center

  • Help Center
  • Inactivate a User
  • Setting the Privacy Policy

Configure

  • Promotion Rights
  • Manage Event Groups
  • Data Matching Rules
  • ZIFT123
  • CONTACT
  • BLOG

  • TERMS and CONDITIONS of USE
  • PRIVACY POLICY
© 2023 Zift Solutions, Inc.
Powered by Zendesk