Overview

The page covers the various tabs and settings available at the partner level within the Ui.Marketing hierarchy. Some of these tabs and settings are only visible via permissions and some are visible to external users.

Walkthrough

General

Open

On the General tab within a partner, you will see the following information

• ID: This is the partner ID that is shared across all other data platforms and is unique to this partner specifically. This field is not editable.

• Partner Name: This is the name of the partner that will appear throughout the application, as well as in business intelligence reporting (e.g., Looker). The name can be changed at any time.

• Partner Short Name: This name is the partner name without spaces or capitalizations. This field is not editable.

• Created: This is the date the partner was created within Ui.Marketing. This field is not editable.

• Partner Type: This field is to be used for “Adcellerant Enterprise”. There is no other selections a user can make at this time for this field. This field is optional. The options are:

  • Adcellerant Enterprise

  • TTD ReSeller

  • Yext Cohort

• Partner Industry: This is the type of business the partner is. This can be changed at any time. The options are:

  • Agency

  • Magazine

  • Newspaper

  • Other

  • Radio

  • TV

• Referral Source: This is where the lead came from for this partner. This field is not required if we came across the lead ourselves:

  • TTD

  • Yext

  • Vendasta

• Tier Type: This is the revenue tier the partner is currently in. This needs to be updated manually and is editable. The options are:

  • Platinum - $$$$$

  • Tier 1 - $$$$

  • Tier 2 - $$$

  • Tier 3 - $$

  • Self-Service - $

Logo

Open

This tab houses the partner logo that will be displayed within the application for users and on any exports like Proposals or Reports. The logo can be changed at any time by admin or Ops users with the correct permissions.

Products

Open

The Products tab houses all of the products that the partner has access to. It will show you all enabled and disabled products. Easily search to find specific products to edit them. These products, rates, and custom names will flow down the hierarchy (division > advertiser) unless changes are made at those levels. In that case, those rates, names, and enabled products will take effect. Learn more about products here.

Currently, only specific admin users are authorized to change products and rates at the partner level.

Specific Ops users with the correct permissions are able to see their enabled products and retail rates only.

External Integrations

Open

External integrations allow our partners to connect any external ad accounts for campaigns they may be running outside of AdCelleran. Learn more about external integrations.

AdCellerant Academy Integration

It also allows us to easily create new users for the partner’s hierarchy into the Northpass Academy.

First, you will need to create the partner’s “group” in Northpass / The Academy. The Support team currently does this. Once that has been created, you can copy the group ID for that group in Northpass, and then associate the group with the partner in Ui.Marketing by pasting in the group ID so that users added under that hierarchy will be automatically be created in The Academy.

Academy Group ID

You can find the group ID associated with a partner by opening the group in Northpass and copying the ID that displays in the URL. In the screenshot below it would be the string that starts with “e1a0db08…”

Open

Billing

Open

On a partner, the Billing tab will house settings we can configure that indicate how the partner is billed. All of these settings funnel into our ERP, Netsuite.

Toggles

• LMC Partner: Is this partner a part of the LMC?

• Bulk Discount Eligible: Is this partner eligible for bulk discounts?

• Billing Enabled: Is billing enabled for this partner?

Line of Business (LoB)

A distinct area of operations within our company that generates revenue and incurs expenses, and for which separate profit and loss statements (PnL) are maintained to evaluate financial performance.

• Agency - 1 (Techint)

• Professional Services - 2 (AdCellerant)

• DirectHub - 3

Subsidiaries

These indicate where a company is located and, ultimately, how it is taxed and billed. Technically, a partner can operate in more than one international location, and because of that we have both primary and secondary subsidiaries. For now, the primary subsidiary stored on the partner will indicate where all underlying line items get billed.

Primary subsidiaries also control the currency that shows on a line item. See examples below:

Open

Example proposal where the primary subsidiary is set to “US”

Open

Example proposal with a primary subsidiary of “UK”

Open

Example proposal where the primary subsidiary is set to “CA”

Currencies are shown anywhere in our application where money is displayed, including:

Not Included Under Billing

Exports

The Exports tab is used to set partner preferences for their exports within Ui.Marketing, more specifically, their proposal exports.

Open