ZINFI UPM Release Notes (Version 25.1)

Version Summary

Summary Description

UPM 25.1 Release introduces several enhancements to support the Partner Journey in the ZINFI Unified Partner Management (UPM) platform. These enhancements help streamline processes across the Administration, Onboarding, Enablement, Marketing, Sales, Incentive, and Acceleration phases.

Administration

• UPM Login Manager Upgrades - Enhanced Password Manager and Shortcut to Home:  The Password Management and Navigation to Home Page features in ZINFI's UPM Portal improve security and user experience by incorporating a Password Visibility Toggle and strict password complexity requirements. Users can toggle password visibility, which auto-hides after 30 seconds of inactivity. Passwords must meet criteria like uppercase letters, special characters, numbers, and length requirements. Additionally, a "Back to Home" link on the Login and Reset Password pages allows users to return to the homepage easily during password management.
• Triggering Workflow with Record Delete: The Workflow Deletion Trigger feature in ZINFI's UPM Portal allows administrators to create workflows that execute when a record is deleted. Administrators can configure workflows by selecting the application (e.g., Contacts), and choosing the "On Delete" trigger, with defined criteria. They can also set actions, like triggering email notifications using preconfigured templates.  This feature enhances automation, enabling admins to respond to record deletions and improve compliance efficiently. 
• Configuring Auto-content Visibility based on User Profile Country and Language via Portal Settings:  By enabling ‘Profile Country Visibility’ or ‘Profile Country Language Visibility’ portal settings, Administrators can customize content access in the Content Library Application to align it with users' profiles in the platform. Enabling these settings allows the Administrators to configure auto-content access by matching it to specific countries or country-language combinations within user profiles, enhancing content administration across diverse regions and languages. Disabling these options - enables default content visibility based on the selections via the Country-Language page.
• Partner Locator Enhancements: The enhanced Partner Locator equips administrators with powerful tools for precise partner discovery by buyers and end-prospects, featuring Google Maps-integrated search parameters such as location-based filters (country, state, zip code, and radius) while also allowing for accurate location data input through latitude and longitude details in the Partner Account settings to enable seamless integration with Google Maps for Location View functionality. The integrated Google Maps feature helps by providing a visual map interface, allowing users to easily locate partners based on geographic proximity and quickly assess their locations. The Locator also features a revamped look and feel, featuring a Grid View of partner listings. 
• Configurable Tooltips in Dynamic Forms for Pre-Log-in Pages:  Admins can configure dynamic tooltips for fields within pre-login forms using the CMS, enhancing the clarity of form fields and improving usability. This feature requires admins to configure such pre-login form tooltips by - removing an existing field from the form, configuring its tooltip through the CMS, and re-adding it to the form.
• Tabbed View Interface for Application Record(s) Create/View: The Tabbed View for Record Create/Record View feature introduces a structured and intuitive interface that improves viewability and streamlines data entry through a step-by-step, guided experience. Users can efficiently navigate and manage records by organizing information into distinct tabs, reducing visual clutter, and improving focus.
• AI-embedded Text Content Generator for ZINFI Editor: The AI-embedded Text Content Generator revolutionizes content creation for partners in UPM by integrating generative AI into the WYSIWYG ZINFI Editor. This feature empowers administrators to effortlessly create high-quality, professional content for emails, press releases, white papers, social media posts, and more directly within the platform. 
• Workflows Gallery: The Workflows Gallery offers an improved interface with enhanced workflow management functionality. A thumbnail snapshot visually represents each workflow, displaying key details such as its name, status indicators, and action buttons. Administrators can easily manage workflows using quick-access buttons for viewing, editing, cloning, and deleting. The gallery also includes filtering and sorting options, allowing workflows to be refined by creation date, modification date, or name across categories or specific applications. Workflows are organized into application-specific categories within a collapsible tree structure, ensuring seamless navigation and organization. 
• Save Draft Workflows: The "Save as Draft" feature for Workflows significantly improves workflow management by allowing users to save their progress at any point. This added flexibility allows users to pause their work and return to it later without fear of losing any workflow configurations, providing greater convenience and control over their work.
• Automatic Partner Tier Assignment Based on Partner Score: This feature simplifies partner management by automatically assigning a partner tier based on the partner’s score. Administrators can configure this functionality in the Partner Tier Attributes settings within Access Management, defining specific rules for tier assignments such as Platinum, Gold, or Silver. When the Partner Score in the account profile is updated, the system evaluates it against the predefined rules and assigns the appropriate tier in real-time. This automation minimizes administrative effort, ensures accurate and consistent tier classifications, and keeps partner records up to date without manual intervention.
• Auto Group Assignment based on Attributes: This feature automates user group assignments based on predefined criteria like ‘Country’ and ‘Partner Tier,’ reducing manual effort and ensuring accuracy. As user attributes change, group associations update dynamically in real-time, maintaining consistency. Administrators can configure attribute-based rules within the system, allowing flexible and scalable group management. This enhances operational efficiency by eliminating manual updates and ensuring users are always assigned to the correct groups based on their profile attributes.
• Master/Parent-Child Partner Accounts and Record Visibility: The Master/Parent-Child Partner Accounts feature enables partner organizations to establish hierarchical relationships between partner accounts, allowing a parent-partner account to access and manage records from its associated child accounts. This ensures seamless data flow, centralized visibility, and efficient collaboration across different regional or business entities. By configuring these relationships through intuitive administrative settings, organizations can streamline operations and maintain a unified view of partner activities.
• Incentive Rule Engine: Administrators can configure and manage Market Development Fund (MDF) Incentives, Commission Rules, and Rebate Rules through the Incentive Rule Engine. They can define Incentive rules by specifying entitlement frequency, sales targets, payout amounts, and eligibility criteria. applicable year, allocation frequency, and incentive application criteria (Deal Closure or Invoice Generation). Once configured, Incentive rules can be defined by setting minimum and maximum sales targets, payout amounts, and entitlement types (Fixed or Percentage) to ensure accurate incentive distribution. 

Onboard

• Advanced Search for List Pages: The Advanced Search engine enhances onboarding by enabling admins and partners to search for relevant records and information across applications quickly. Customizable search criteria allow users to efficiently access specific details related to onboarding, such as contract templates and partner account configurations. The improved search functionality supports conditional logic with AND/OR operators, offering greater flexibility and precision.
• Multi-signee Contract Workflows for DocuSign Contracts: ZINFI enhances its Partner Contracts Management system with the Multi-party Contract Signee Setup. Admins can now configure and define the order of an unlimited number of signatories, both from the admin and partner sides, directly within the "Signee" list under the Partner Account. This ensures flexibility in accommodating complex signing workflows while maintaining precision and control. Contract templates can also be assigned at the Partner Account level, generating a unified contract for all specified signatories. Depending on business requirements, contract templates can be assigned during partner onboarding at the account or group level. Portal settings allow flexibility in assigning templates to Partner Accounts or Groups, ensuring that onboarding aligns with multi-ordered contractual requirements. 
• Configurable Tooltips in Dynamic Forms for Pre-Log-in Pages: Tooltips provide contextual guidance for partner prospects during the sign-up process on pre-login pages - simplifying the onboarding process.    

Sell

• Advanced Search for List Pages: The Advanced Search engine enhances the partner journey during the Sell phase by efficiently providing partners and admins with powerful tools to filter records using flexible search criteria. Users can combine multiple fields, operators, and customizable logic, enabling precise data retrieval. The enhanced search functionality allows for defining complex queries with conditional logic, utilizing AND/OR operators to refine searches further. Users can define conditions for tailored results after selecting the necessary fields, specifying operators, and entering corresponding values. Once the query is set, clicking "Search" executes it, delivering relevant data quickly. Additionally, users can save their searches under custom Search Names for future reference, streamlining repetitive tasks and improving operational efficiency.   

Enable

• Configuring Auto-content Visibility based on User Profile Country and Language via Portal Settings: The 'Set Auto-content Visibility' feature in the Enable phase allows administrators to customize content access in the Content Library Application according to user profiles. By enabling 'Profile Country Visibility' or 'Profile Country Language Visibility' portal settings, administrators can configure auto-content access that aligns with specific countries or country-language combinations in user profiles. This feature enhances content management by ensuring users access relevant content based on their geographical location and language preferences, providing a tailored experience that supports diverse regional needs. 
• Auto Cobranding of Assets (Images) - as preset in Categories: For partners, this enhancement simplifies the asset customization process within the Asset Library. Partners can choose images from designated Content Library categories when selecting an asset for co-branding. A real-time preview feature enables them to adjust alignment and sizing before finalizing changes, ensuring precise customization. Additionally, a side panel allows for easy content search, enhancing efficiency. The visibility logic for accessing the Content Library in the Asset Co-Brand section remains consistent with the stand-alone Content Library, ensuring seamless and intuitive user experience.  

Incentivize

• Configuring Incentives Enablement for Partners: By defining incentive types (e.g., MDF, Commissions, Rebates) at the product level, organizations can better manage partner incentives, increasing motivation to prioritize specific products or services. This feature facilitates fair, transparent, and goal-aligned incentivization strategies for partners.
• Incentive Rule Engine: Partners can earn incentives based on deal closures or invoice generation, with entitlements calculated automatically per the predefined MDF rules. Once a deal is submitted and approved, the system updates MDF Fund allocations in real time, reflecting the total incentive earned by the partner based on the deal value and applicable MDF rules. Partners can track their incentives through the portal, ensuring transparency and efficiency in the reward distribution process. This automation enhances accuracy, reduces manual effort, and strengthens partner engagement by providing a clear, structured incentive framework. 

Accelerate

• Mark Communities as Favorites and Configure Community Email Notifications: This feature enhances community management by allowing users to personalize their experience with favorite communities and tailored email notifications. By marking communities as favorites, users can quickly access relevant discussions from their dashboard, improving engagement and navigation. Customizable email notifications—set to Weekly, Bi-Weekly, or Monthly—keep users informed about important updates, fostering continuous participation and ensuring they never miss key discussions or announcements. 

Fixes and Patches  

• Persisting Visibility Configuration Window: Providing both 'Save' and 'Save and Close' buttons strikes an ideal balance between flexibility and efficiency for administrators. The 'Save' button enables ongoing adjustments while keeping the configuration window open, allowing for seamless fine-tuning of settings. On the other hand, the 'Save and Close' button offers a streamlined approach by saving changes and closing the window in a single action, minimizing repetitive steps. These options improve usability, optimize workflows, and give administrators greater control over visibility configurations. Designed with thoughtfulness, these features are consistently available across all UPM applications that include Visibility Configuration. 
• Display Saved Groups and Users as Selected in the Visibility Configuration Window : The Visibility Configuration feature now automatically displays saved groups and users pre-selected in the User and Group tree. This improvement enhances the admin experience by providing a clear view of existing visibility settings. The intuitive interface ensures admins can effortlessly verify and update configurations, streamlining the content management process. This fix is applied across all applications where the Visibility Configuration feature is integrated. 
• Integration of Upgraded Help Portal for All UPM Portals: This fix integrates all UPM Portals (Single-tenant and Multi-tenant) with a state-of-the-art Help Portal hosted via HubSpot, replacing the legacy Help Portal. All single-tenant portals, including prominent client platforms, have transitioned to the new framework, offering a consistent, automated, and user-friendly support experience.
• Multi-select Picklist Field UI/UX Upgrade: This fix redesigns the multi-select picklist to adopt a dropdown-style appearance, enhancing user clarity and consistency. Previously, the multi-select picklist lacked a visual indicator, such as a down arrow, making it indistinguishable from a text box. The updated design now includes a down arrow, aligning it with standard dropdown lists for improved usability.
• Record Visibility Configurations Auto-applied for New Applications: Previously, when a new application was created, Record Visibility settings were not generated automatically, requiring manual configuration by support teams. With this update, Record Visibility settings are now enabled by default for every new application, allowing admins to configure Visibility Setting Rules - such as hierarchy-based or group-specific access - immediately.
• Create User with Default Inactive Status when Account is Inactive: This fix improves security by ensuring that users registering through the sign-up page are created with an inactive or pending status if their associated Partner Account is inactive. Previously, users were automatically assigned an active status, allowing them to access the platform or reset passwords even when their Partner Account was inactive, creating a security vulnerability. With this enhancement, users will receive a registration confirmation email but will be unable to log in or reset their password until their Partner Account is activated. Admins can still manually create users with an active status under inactive accounts; however, these users will remain restricted from logging in until the account becomes active.
• Email Domains Re-validation: The email domain validation rules have been updated to allow a broader set of valid domains, addressing a previous issue where certain legitimate domains were incorrectly restricted. 

UPM 25.1 Features 

UPM Login Manager Upgrades - Enhanced Password Manager and Shortcut to Home

Related Application(s)

 Users & Territories Management

Feature Description

UPM’s ‘Enhanced Password Management and Shortcut to Home’ feature combines security and ease of use to enhance the user experience. The ‘Password Visibility Toggle’ lets users toggle between hiding and showing their password via an "Eye" icon, helping prevent errors while typing. For added security, the password automatically reverts to hidden if left visible for 30 seconds of inactivity. 

The ‘Minimum Password Complexity Requirements’ have been made visible ensuring strong passwords match the following criteria  –

• • Capital Letter: The password must include at least one uppercase letter (A-Z).
  • Special Character: The password must include at least one special character (e.g., @, #, $, %).
  • Number: The password must include at least one numeric digit (0-9).
  • 8-20 Characters: The password length must be between 8 and 20 characters.
  • Shouldn't Match with Previous One: The new password must be different from the previously used password.
  • Not Match with Confirm Password: The password must exactly match the Confirm Password.

The ‘Back to Home’ link, now integrated into the Login and Reset Password pages, offers users a convenient way to return to the platform effortlessly. 

• The user navigates to the Create New Password page by clicking the ‘Forgot Password?’ link on the UPM's login screen.

• The ‘Create New Password’ screen includes two fields: ‘New Password’ and ‘Confirm Password’. The User is required to enter his/her desired password into the New Password field (highlighted in blue). To ensure accuracy, the same password must be re-entered into the Confirm Password field (highlighted in purple) for verification.
  
  

• Password Visibility Toggle - A toggle (Eye icon) is present next to the password field to switch between hiding and showing the password. Using this feature the user can confirm the accuracy of their password while typing, reducing the chance of input errors by clicking the "Eye" icon.
  • "Eye Open" Icon: Indicates that the password is visible when the icon is clicked or toggled. When the user clicks the "Eye" icon toggle, the password must revert to its obscured state.
    If the password is visible and the user does not interact with the page for 30 seconds, the system should automatically revert the password field to the obscured state for security purposes.
  • "Eye Closed" Icon: Indicates that the password is hidden (default configuration) and the entered password is obscured with dots.
    Note: The Password Visibility Toggle feature is also available on the “Log In” page of the UPM.
• Minimum Password Complexity Requirement - The user has to adhere to the criteria mentioned on the screen while creating the new password. Password criteria include requirements designed to enhance security and protect against unauthorized access. Meeting each criterion parameter will be confirmed by displaying a green tick beside each criterion.  The user can reset the new password once all the requirements are met.
  
  
• After meeting the Minimum Password Complexity requirements, the user clicks the "Reset Password" button to submit the request, and a confirmatory message like the one visible in the image below will appear.
  
  

• Back to Home – At any point during the 'Forgot Password' process, users can return to the homepage by clicking the 'Back to Home' link. This link, available on the password reset page, allows users to exit the reset process without saving their inputs and navigate directly to the UPM homepage. It provides a convenient option for users who choose to discontinue the password reset and explore other sections or features of the UPM.
  
  
• Clicking the “Back to Home” button takes him/her to the Home page of the UPM.
  

Origin of Feature

Customer request.  This feature is requested to allow users to toggle password visibility, construct passwords following real-time parameter guidance, and provide a quick link to the home page.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature equips Admins with a secure platform for password creation, reduces input errors via visibility toggles, provides real-time guidance, and ensures effortless navigation back to the homepage for an improved user experience.

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Triggering Workflow with Record Delete 

Related Application(s)

Workflow Management

Feature Description

The UPM 25.1 Release introduces a new element to workflow configurations by adding the 'Delete' trigger option in the 'Application and Trigger Condition' window. This feature triggers workflows when an application's record is deleted, adding to the existing Record Triggers: ‘On Create,’ ‘On Update,’ and ‘On Create or Update.’

For example, we will create/configure a workflow that triggers when a Sales Contact Record is deleted, and the pre-configured criteria are evaluated. If the Criteria succeed, the pre-configured ‘Email’ is sent out to configured lists, and If the Criteria fail, the workflow will not process any actions.

• To Create a new Workflow for an application that will be triggered when a record is deleted, navigate to Administration > Workflow > Work Flows. A new Work Flow can be created by clicking the ‘Add’ button on the ‘View Work Flows’ page.
  
  
• Proceed by entering the Workflow Name. Next, drag and drop the Application Name and select Contacts. Afterward, choose the ‘On Delete’ action and click Save. This configuration ensures that the workflow is triggered whenever a Contact record is deleted.
  
• The next step involves drag-dropping the “Criteria” and defining the criteria. In this example, the criteria are configured using the ‘Is Not Blank’ operator for the field ‘First Name’.
  
  
• To configure the Criteria-Success Action, drag and drop the Email field onto the “Yes-Actions” Window. Then, provide the necessary email details, such as selecting the email template, specifying the recipient type, and any other required information. Finally, click Save to complete the setup.
  

Origin of Feature

Customer request. This feature empowers Admin users to leverage the ‘Record Delete' trigger for Workflow Execution

CX Strategy Relation (6 S’s)    

 

Portal User-Facing Benefits

This feature allows Admins to create/configure workflows that trigger based on the ‘Delete’ condition.

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Configuring Auto-content Visibility based on User Profile Country and Language via Portal Settings

Related Application(s)

CMS Management

Feature Description

The below-described portal settings offer enhanced flexibility and control over content visibility. Administrators can tailor content access in the Content Library Application by adjusting the 'Profile Country Visibility' or 'Profile Country Language Visibility' portal settings. Enabling these settings allows the Administrators to configure auto-content access by matching it to specific countries or country-language combinations within user profiles, enhancing content administration across diverse regions and languages. Disabling these options - enables default content visibility based on the selections via the Country-Language page . 

‘Profile Country Visibility’ Portal Setting

• This Portal Setting can be reached by navigating Administration > CMS > Portal Settings. This takes us to the View Portal Settings page, which lists all the Portal Settings.  
• To enable/disable the Portal Setting, we must go to its details page. Click on the name of the Portal Setting on the listing page to go to the details page. 
  
  

Enable of the ‘Profile Country Visibility’ Portal Setting

• Enabling this Portal Setting ensures that content visibility in the Content Library is determined solely by the countries specified in the user’s profile.
• Once on the View a Portal Setting page, click the Edit button. To enable the Portal Setting, provide value in the value field.
• To enable this Portal Setting, set the Value as ‘true’. If the value is set as ‘true’ then the User will be able to view all the Contents based on the Countries selected in the User Profile.
  Note: The country selected on the Country-Language selection page will not be considered for visibility.
  
  

• The Profile Country is selected as ‘USA’ in this example.
  
  

• On the View Contents page, all the contents whose visibilities are tagged with the User Profile Country, i.e. USA, will be visible irrespective of the Country selected in the Country-Language selection page.
  
  

Disable of the ‘Profile Country Visibility’ Portal Setting

• Disabling this Portal Setting allows users to view content in the Content Library based on the country selected on the Country-Language selection page.
  
  
• Once on the View a Portal Setting page, click the Edit button. To disable the Portal Setting, provide value in the value field.
• To disable this Portal Setting, set the Value as ‘false’. If the value is set as ‘false’, then the User will only be allowed to view contents in the Content Library based on the Country selection in the User’s Country-Language selection page.
  
  
  Note: The language selected on the Country-Language selection page will not be considered for the visibility of the contents.

‘Profile Country Language Visibility’ Portal Setting

• To access this portal setting, navigate to Administration > CMS > Portal Settings. This will take you to the View Portal Settings page, which lists all the Portal Settings.
• To enable/disable the Portal Setting, we must go to its details page. Click on the name of the Portal Setting on the listing page to go to the details page .
  
  

Enable the ‘Profile Country Language Visibility’ Portal Setting

• Enabling this Portal Setting ensures that the User will be able to view all the Contents based on the Country and Language selected in the User Profile.
  Note: The Country and Language selected in the Country-Language selection page will not be considered for visibility.
• To enable the Portal Setting we have to go to its details page. Click on the name of the Portal Setting on the listing page to go to the details page.
• Once on the View a Portal Setting page, click the Edit button. To enable the Portal Setting, provide value in the value field. If the value is set as ‘true’ then the User will be able to view all the Contents based on the Country and Language selected in the User Profile.
  
  
• The Profile Country and Language are selected as ‘USA’ and ‘English’, respectively in this example.
  
  

• On the View Contents page, all the contents whose visibilities are tagged with the User Profile Country and Language will be visible irrespective of the Country and Language selected in the Country-Language selection page.
  Note: The User Profile may include multiple countries, but only one language can be selected. When the ‘Profile Country Language Visibility’ portal setting is enabled, the View Contents page in the Content Library will display all the contents associated with all countries and the specific language listed in the User Profile.

 

Disable the ‘Profile Country Language Visibility’ Portal Setting

• Disabling this Portal Setting allows users to view contents in the Content Library based on the Country and Language selected on the User’s Country-Language selection page.
  
  

• To disable the Portal Setting we have to go to its details page. Click on the name of the Portal Setting on the listing page to go to the details page.
• Once on the View a Portal Setting page, click the Edit button. To disable the Portal Setting, provide value in the value field. Suppose the value is set as ‘false’. In that case, the User will only be allowed to view contents in the Content Library based on the Country and Language selected in the User’s Country-Language selection page.
  
  

Origin of Feature

Customer request.  The feature is provisioned to ensure administrators can set and control the visibility of contents in the Content Library based on User Profile Country and Language.

CX Strategy Relation (6 S’s)    

Portal User-Facing Benefits

The feature allows administrators to set and control the visibility of contents in the Content Library based on User Profile Country and Language.

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Persisting Visibility Configuration Window 

Related Application(s)

Content Library Management, Generic

Feature Description

Including both 'Save' and 'Save and Close' buttons offers administrators a perfect balance of flexibility and efficiency. The 'Save' button allows ongoing adjustments without closing the configuration window, ensuring admins can fine-tune settings seamlessly. Meanwhile, the 'Save and Close' button simplifies the process by saving changes and exiting the window in one step, reducing repetitive actions. These options enhance usability, streamline workflows, and empower admins to manage visibility configurations more effectively. These features are thoughtfully designed and available across all applications in the UPM where Visibility Configuration is integrated.

• We must traverse the Enable > Content Library > Content Listings and click Visibility Configuration to open the Visibility Configuration window.
  
  

• Once the Visibility Configuration window is open, select Countries, Languages, and User/Group to configure visibility.
• Once the values are selected in the Visibility Configuration window, click Save.
• When clicking the 'Save' button, all changes should be updated, and a 'Visibility configuration has been done' message will be displayed.
• The Visibility Configuration window will remain open after clicking Save.
  

• Alternatively, instead of clicking the ‘Save’ button, the User has the option to click the ‘Save and Close’ button after selecting values in the Visibility Configuration
• Clicking the ‘Save and Close’ button allows the User to update all the changes and close the Visibility Configuration
• Once the window is closed, a ‘Visibility configuration has been done' message will appear on the View Contents page.
  

Origin of Feature

Customer request. The feature is requested so that admins can either save ongoing adjustments without closing the Visibility Configuration window or save and exit the window in one streamlined action.

CX Strategy Relation (6 S’s)

  

Portal User-Facing Benefits

The feature allows administrators to save ongoing adjustments without closing the Visibility Configuration window or saving and exiting the window in one streamlined action.

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Advanced Search for List Pages 

Related Application(s)

Generic

Feature Description

Records associated with any application can be searched based on field values matching specific criteria. The Search option on an application’s Listing page enables users to locate records using predefined parameters, and administrators can configure searchable fields through the Workflow Automation Engine. These fields must be part of the application’s details page to be included in the search criteria.

With the Hot Rod release of version 25.1, the Advanced Search engine enhances this functionality, enabling users to search for records using single or multiple field values combined with various operators. Unlike basic search, Advanced Search eliminates the need for fields pre-configured as searchable in Workflow. To use the Advanced Search engine, the business logic requires that the user’s group of profiles has layout access. This powerful feature streamlines searches, offering flexibility and efficiency.

• To explore this feature, navigate to the Listing page of any application. In this case, we are using the Deals application, which can be accessed by navigating to Sell > Deals > Registered Deals.
  
• Clicking the Search button opens the Search pop-up window, enabling users to locate records using the Advanced Search option.
  
• Clicking Advanced opens the Search pop-up window for Advanced Search, as illustrated in the image below.
         
• On the Search page, select the necessary Field Name for the specific application, along with the appropriate operator and desired Field Value to perform the search and retrieve relevant records. After specifying each field, operator, and value, click Add to include it in the search criteria.
  

• Selecting multiple fields with the specified criteria and values will display the Criteria Editor box, as shown in the image below.
  
  

• The ‘Criteria editor box allows you to set the conditions for this specific search. Available options are
  • All Conditions must be satisfied [AND] - For the above example, search results are filtered out for those records whose Deal Name contains the ZINFi Substring and whose Favorite is Yes
  • Any condition can be satisfied [OR] – Similarly for the above example, search results can be filtered out for those records whose Deal Name contains the ZINFi Substring or whose Favorite is Yes
  • Put Custom Criteria Logic.
    
    

• After selecting the required fields, specifying the operators and corresponding values, and defining the conditions, click ‘Search’ to execute the query. The example below illustrates a search where two fields are selected: the Deal Name field containing the value "ZINFI" and the Favorite field with the operator Equals set to "Yes," both connected by the AND condition. Additionally, the executed searches can be saved with a custom Search Name for future use.
          

Origin of Feature

This feature was developed based on a customer request. It allows users to search for records using various conditional logics, providing enhanced flexibility with multiple field values, operators, and customizable criteria to improve search efficiency and precision across applications.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

The Advanced Search engine streamlines record searches with flexible criteria, multiple operators, and savable custom searches, enhancing usability, efficiency, and application personalization. This feature is for Admins and Partners.

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Configuring Incentives Enablement for Partners

Related Application(s)

Partner Leads Management

Feature Description

UPM's product management streamlines the handling of goods or services sold to customers or distributed to partners. With the 25.1 release, the Sales application now includes three dedicated fields for MDF, Commissions, and Rebates to Products. These enhancements allow Admin users to define incentive eligibility directly at the product level, ensuring precise alignment of products with the associated incentive types. This update empowers organizations to efficiently manage product-linked incentives, optimizing their sales and distribution strategies.

• To understand this feature, navigate to Sell > Leads > Products to explore detailed management and configuration options designed explicitly for Products.
  

• On the View Products page, clicking the Add button opens the Add/Edit Products page. In the Product Information section, you can define the incentive types a product is associated with by enabling the toggle keys for MDF, Rebates, and Commissions.
        

Origin of Feature

Customer request. This feature empowers Admin users to specify incentive types directly at the product level.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature empowers Admin users to manage product incentives like MDF, Rebates, and Commissions directly at the product level, ensuring precise alignment and streamlined incentive management for enhanced efficiency.

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Multi-signee Contract Workflows for DocuSign Contracts 

Related Application(s)

Partner Profile Management, CMS, Partner Contracts Management

Feature Description

This feature enables admin users to set up contract templates and assign signatories from both the Admin and Partner sides, streamlining the contract signing process. Under the Partner Account, a related section named Signee' allows Admins to add signatories with a specified signing sequence (order). Administrators can select signatories using a user lookup field. Required fields include Name and Signatory Type (dropdown with options: Admin/Partner). Contract templates created by admins can be assigned to partner accounts, enabling the generation of a single contract template per partner account for both admin and partner signatories on the contract signatory list. DocuSign envelopes are automatically created for the relevant signatories upon contract generation, and email notifications are sent for signatures. The signing flow is fully automated, ensuring all designated signatories complete the process in the defined sequence before the contract is finalized.

Add Signees

• To explore this feature, navigate to the Listing page of the Partner Accounts application by traversing Partners > Partners > Partner Accounts.
  
• Clicking on the name of a specific Partner Account navigates to its details page, where a new related list, 'Signee,' is available. Here, the admin user can add signatories who will participate in signing contractual agreements associated with this Partner Account.
  
• Clicking the Add button redirects you to the Contract Signees page, where you can designate signatories from either the Partner or Admin sides.
  
• Based on business requirements, you can add multiple signees from the Admin and Partner sides for all contractual agreements associated with this Partner Account.

Reorder the Signees

• For any contractual agreement, a specific signing sequence must be followed. The Sort Order functionality allows you to arrange this sequence. When signatories are added to the Signees list by the Admin, the sequence is automatically assigned based on the order in which they are saved. However, you can modify the sequence by clicking Sort Order and rearranging the entries using drag-and-drop.
  

• Once the required signatories are added, and the sequence is defined, the final list will appear, as shown in the image below.

DocuSign with Account

• To assign contract templates created by Admins to Partner Accounts, go to Portal Settings by navigating through Administration > CMS > Portal Settings.
  

• Clicking the edit icon for 'DocuSign with Account' directs you to the 'Add/Edit a Portal Setting' page, where the Value field should be set to 'Yes'.
  

• To create a new contract template, navigate to Onboard > Contract Templates and click the Add button.
  

• Enter all necessary details on the Contract Template Information page and click Save. Once saved, the contract template will be assigned at the account level, including a list of related partner accounts where you can add the required accounts.
  
  

• Similarly, in Portal Settings, if the value for 'DocuSign with Account' is set to 'No', a contract template can be created for Groups, providing the option to add the necessary groups.
  

Origin of Feature

Customer request. This feature enables Admin users to assign contract templates to Partner Accounts and effectively manage contract signatories.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows Admins to manage contract signatories efficiently, set signing sequences, and assign contract templates to Partner Accounts. It streamlines the contract signing process with flexible customization and automatic DocuSign integration for improved contract management.

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Partner Locator Enhancements

Related Application(s)

Marketplace Management

Feature Description

The enhanced Partner Locator empowers administrators with robust tools for precise partner discovery. Buyers and end-prospects can leverage powerful search filters integrated with Google Maps, including location-based criteria (country, state, zip code, and radius). Partner accounts can input precise location data (latitude and longitude) for seamless integration with Google Maps' Location View functionality, providing a user-friendly map interface. This enables users to easily locate partners and quickly assess their locations based on geographic proximity. The refreshed interface boasts a Grid View of partner listings, facilitating efficient scanning and identifying relevant partners. 

• To access the Partner Locator, navigate to the UPM pre-login page, where you'll find a direct link.
  

• The landing page of the Partner Locator will display the integrated Google Maps and the Filter panel. 
• In the Partner Locator, you can explore a variety of search parameters and view listings of Partners that match your criteria.
  The Filter panel allows you to search for partners by Location or Name, offering flexibility in finding the desired results. To clear the selected search parameters, click Clear All, and click the Search button to search for Partners. The Clear All and Search buttons have been made available from this 25.1 version at the top and bottom of the Filter panel for ease-of-use.
  
  

• • Location: To search by location, select the Location filter and refine your search to discover Partners based on their geographical details. The search filters available under ‘Location’ are described below.
    
    

• • • Search Fields:
      • Country – Choose a specific country from the dropdown to narrow your search results.

• • • • State – Choose a specific state from the dropdown to narrow your search results.
      • Zip Code – Provide a specific one to narrow your search results.
    • Search Within:
      • 25 Miles (40 KM) – Select this option to search Partners within the 25 Miles (40 KM) radius within the Zip Code mentioned.
      • 50 Miles (80 KM) – Select this option to search Partners within the 50 Miles (80 KM) radius within the Zip Code mentioned.
      • 100 Miles (161 KM)—Select this option to search for Partners within the 100-mile (161-kilometer) radius of the Zip Code mentioned.
    • Solutions Offered Filters:
      • This filter showcases all partners' available solutions, allowing users to explore options tailored to their needs. Users can refine the partner listings by selecting their desired solutions, ensuring the displayed details align perfectly with their chosen criteria.
    
  • Name: Select the Name filter to search for Partners by name. The search filters available under the Name category are detailed below.
    
     
    • Search by Name: Enter the partner's name in the search field and click the Search button to view its details.
    

• Once the Partners are searched according to the selected parameters, their details will appear on the right side of the Filter panel.
  

• The User can view the Partner details either by Grid View or Location View –
  • Grid View: The Grid View feature presents each Partner's details in a visually structured grid layout, ensuring clarity and ease of access. Key information, including the Partner's name, contact number, and website, is displayed concisely and organized, enhancing user experience and simplifying data navigation.
    
    Clicking the ‘Learn More’ button will take us to the partner's details page. Information such as the Partner's name, address, phone number and website will be available. 
    Two tabs are available – 
    
    • Company Description: The Company Description provides a concise overview of the Partner, serving as an introduction to potential customers, partners, and other stakeholders. It typically includes key details such as the company's name, mission, vision, values, industry, and a brief history. It may also highlight the core products or services, target audience, and unique selling points that set the business apart.
      

• • • Location: The Location section provides essential information about where the Partner is situated, helping customers, partners, and other stakeholders connect with them physically if needed. It typically includes the company's physical address, such as street, city, state, and postal code. This section also features an embedded Google Maps map for easy navigation.
    • Back – Clicking the integrated Back Button for the 25.1 release takes the user to the Partner listing page. 
      

• • Location View: The Location View feature effortlessly enables users to locate a Partner on Google Maps. This functionality is available exclusively when the Partner's latitude and longitude coordinates are specified in the Partnership Information section on the Partner details page.
    
    Note: In the Partnership Information section of the Add/Edit Partner Account page, ensure that the partner's Latitude and Longitude are provided along with other necessary details. Including the Latitude and Longitude allows accurate pinpointing of the Partner's location on Google Maps on the Locator page. This functionality works in coordination with the partner's ZIP code.
    

Origin of Feature

Customer request. The feature is requested to enhance the Partner Locator by integrating advanced search filters with Google Maps for precise partner discovery.

CX Strategy Relation (6 S’s)

Portal User-Facing Benefits

The feature allows administrators/partners to use enhanced Partner Locator integrated with advanced search filters with Google Maps. 

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Configurable Tooltips in Dynamic Forms for Pre-Log-in Pages 

Related Application(s)

Workflow Management

Feature Description

UPM 25.1 Release introduces the ability for Admins to configure tooltips for each control in ‘Dynamic Forms,’ enhancing user guidance during ‘Form’ completion. Positioned to the right of each control, tooltips dynamically fetch text from the backend. To add or edit a tooltip, the field must first be removed from the form, then the tooltip configured from CMS, and finally re-added via drag-and-drop from the Create canvas. This feature ensures precise, user-friendly guidance in pre-login forms.

• To understand this feature in detail, go to Administration > Workflow > Forms.
  

• Clicking on ‘Forms’ will navigate you to the ‘View Form Actions’ page, where you can create a form for a Partner Prospect on the pre-login page. The UPM 25.1 Release introduces tooltips for form fields, providing users with clear guidance for completing the form, as illustrated in the image below.
  
• To add a tooltip to any control on the pre-login page, the control must first be configured with a tooltip in the CMS. For instance, the 'Last Name' field can be configured with a tooltip by navigating to Administration > CMS > Tooltips.
  

• Next, the existing field (without a tooltip) must be removed from the current form.
  

• Finally, the ‘Last Name’ field can be re-added from the ‘Create Layout’ panel using drag-and-drop functionality.
  

• Once tooltips are added to the required controls and the record is saved, they will appear on the pre-login page, as illustrated in the image below.
        

Origin of Feature

Customer request. This feature enables admins to configure tooltips for controls on the pre-login page, providing users with essential guidance while completing the form.

CX Strategy Relation (6 S’s)    

Portal User-Facing Benefits

Tooltips configured by admins assist users in completing forms on pre-login pages. This feature provides dynamic, backend-driven guidance for form controls, enhancing usability and delivering a seamless, intuitive experience for users navigating the pre-login interface.

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Tabbed View Interface for Application Record(s) Create/View

Related Application(s)

 Generic, Workflow Management

Feature Description

The Tabbed View for Record Create/Record View in the 25.1 Release provides a structured, efficient, and user-friendly experience to create/view a record for any UPM application. By organizing information into intuitive sections, validating data in real-time, and improving navigation, it enhances usability, productivity, and accuracy. The tabbed interface organizes related information into separate sections, reducing visual clutter and making navigation intuitive. Users can quickly switch between different tabs (e.g., for Plans - Details, Plan Template, etc.) without having to scroll through long forms. The structured layout improves readability and user focus, ensuring that users can quickly locate and edit relevant fields without unnecessary distractions. During record Create/Edit as users complete each tab, the system validates the input, ensuring data accuracy and preventing errors. This ensures a logical flow for creating and viewing records. 

• In the following example, after logging into the UPM, the user navigates to the Onboard > Plans > Plan Templates.
• On the View Plan Templates page, clicking the ‘Edit’ button of the template will take the user to the Add/Edit a Plan Template page.
  
  
• On the edit page, the Related Lists will be displayed in a Sequential Tabbed Form, where each tab – Details, Plan Template, and Plan Template Name becomes accessible progressively, as shown in the image below.
  
  
• To proceed to the next tab, the user must click the ‘Save & Continue’ button after entering the required details in the current form.
• Clicking the ‘Previous’ button will take the user to the previous Related List.
  
  
• Previously, the Related Lists were displayed as shown in the image below.
  
• Enabling the Feature for a UPM Application:
  
  • • To change the layout of the Related Lists to Tabbed View from Expandable format, the user needs to go to Workflow from the Avatar menu and go to the details page of the application.

• • • To change the layout of the Related Lists to Tabbed View, the user needs to enable the toggle key associated with ‘Step Form Wizard Experience’ and click Save.

• • • Upon returning to the application, the user finds the layout of the Related Lists has been changed to Guided Form.

Origin of Feature

Customer request. This feature is designed to enable users to utilize Tabbed View for both creating and viewing records within UPM.

CX Strategy Relation (6 S’s)    

         

Portal User-Facing Benefits

This feature allows Admins and Partners to create/view records in UPM via Tabbed View.

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AI-embedded Text Content Generator for ZINFI Editor 

Related Application(s)

Generic

Feature Description

By leveraging generative AI, the AI-embedded text content generator for WYSIWYG ZINFI Editor integrations across the platform enables users to create high-quality content for press releases, white papers, and social media posts, with accuracy and in record time. The wizard-driven approach ensures a seamless and intuitive workflow, allowing users to generate content templates, refine text, and translate content into multiple languages effortlessly.

Additionally, the tool improves user experience with its customizable templates and refinement options, catering to specific needs and preferences. It fosters collaboration and enhances productivity by enabling multiple users to work seamlessly. By maintaining a professional tone and ensuring clarity, the AI-embedded generator supports effective communication, making it a valuable asset for organizations aiming to streamline content creation and improve operational efficiency.

• In the following example, after logging into UPM, the user navigates to Administration > Alerts > System Emails.
  
• On the listing page, the user clicks the pencil icon next to a System Email to open its details page.
  
• On the Template Content editor on the details page, the user clicks the Text Generator Button, which launches the Draft with AI window to create draft content.
  
  
• We can select the type of template we want to use from the Templates dropdown menu. The available template types are White Papers, Press Releases, Social Media, Courses, Certificates, Emails, Pages, and Contents. For this example, we select Email.
  
• We have to select a type of content from a list of contents from the Content Type dropdown menu. The available content types are Content Page, Article, Email, Social Media Post, Press Release, Event Content, White Papers, Campaign, Course, and Certificate. For this example, we select Email.
  

• Once the Content Type is selected, we’ve to mention the Persona and the Topic in the Persona and the Topic Fields, respectively.
  

• In the Key Pointers field, the textual instruction and context to draft the email has to be provided.
• The word limit of the generated content can be set in the Word Limit field.
  

• Click the Draft button to generate the content of the email.
• The content will be generated on the Draft with AI window.
• Click Insert to insert the generated content.
  
  
• To edit a specific section of the content, the user selects the text to be modified and clicks the Text Generator Button, opening the Modify Content with AI window.
  

• The user enters instructions in the ‘Rewrite this Text To’ and ‘Change Tone To’ fields, then clicks Draft, as illustrated in the example image below.
• The modified content is generated in the AI editor. Clicking Insert After adds the new text right after the selected content in the Template Content editor.
• To replace the selected content on the Template Content editor with the newly generated content, click the Replace button.
  
• In this example, clicking Replace updates the existing content with the modified version.
  
• It is also possible to translate the whole/part of the content into different languages.

• To translate content, the user selects the text in the Template Content editor, then chooses a language from the Translate To dropdown menu in the Modify Content with AI window and clicks Draft.
  
  
• In this example, we change the selected content to French and click Draft.
• The translated content is generated in the AI editor. Clicking Replace updates the selected text with the translated version.
  
• The translated content will appear on the Template Content editor if we click Replace.
  

Origin of Feature

Customer request. This feature is requested to implement an AI-embedded text content generator for the ZINFI Editor. 

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows users to generate auto-text using the AI-embedded text content creators in the ZINFI Editor.

*Note: This feature is not available OOTB and will be provided upon request.

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Workflows Gallery

Related Application(s)

Workflow Management

Feature Description

The Workflows Gallery is designed to enhance the user experience by offering a new interface with streamlined functionality for managing workflows. The gallery features application-wise workflow categories in a collapsible tree structure, enabling easy navigation and organization. Each workflow is represented by a thumbnail shown by a snapshot of the Workflow, along with details such as name, action buttons, and status indicators.

Easily accessible Action Buttons introduced for each workflow, allow administrators to perform actions such as viewing, editing, cloning, and deleting. The Gallery supports Filters which can be applied across categories or specific applications, and sorted by criteria like creation date, modification date, or name is readily associated. Pagination facilitates smooth navigation, while workflow group associations enable state toggling with specific restrictions. This comprehensive gallery layout simplifies workflow management while maintaining a user-friendly interface.

• To access the Workflow gallery and understand this feature in detail in the new card layout view, traverse to Administration > Workflow > Work Flows.
  
  
  

• A workflow will only function when it is associated with a group; without this association, it remains inactive. The images below illustrate the workflows linked to groups and those without associations. For all such workflows, clicking the four dots will display the options: View & Edit,’ ‘Info,’ ‘Clone,’ and ‘Delete’.
  
  
• A workflow which is associated with a Group can only be made active or inactive by enabling/disabling the toggle key (highlighted in green border) as shown in the image below.
  
• A workflow can also exist in the Draft stage, identifiable by the icon shown in the image above (highlighted in purple border). For workflows in the Draft stage, clicking the four dots will display only the options to View & Edit, and Delete.

Origin of Feature

Customer request. The Workflows Gallery enables admins to easily access Workflows via the Category Tree and also easily traverse to a Workflow via the Thumbnail View.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows admins to manage workflows efficiently with an organized, application-wise collapsible category tree structure integrated with thumbnail card view for each workflow.

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Save Draft Workflows

Related Application(s)

Workflow Management

Feature Description

The introduction of the Workflow - Save as Draft feature, enhances workflow management by allowing users to save their progress at any stage. This functionality provides greater flexibility and convenience, enabling users to pause their work and resume later without losing any Workflow specifications.

• To explore this feature in detail, navigate Administration > Workflow > Work Flows and click the Add button. The Save as Draft feature activates only when the minimum requirements are met: the workflow must have a name, and it must be associated with an application, as illustrated in the image below.
  
• Clicking ‘Save as Draft’ the Work Flow will get saved as a draft and will get displayed in the ‘Draft Work Flows’ category as shown in the image below.
  

• A workflow in the draft stage cannot be associated with a group and, therefore, cannot be activated.         

Origin of Feature

Customer request. This feature allows admin users to save their workflow progress, enabling them to pause and resume workflow creation whenever required.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows admin users to save their workflow progress, enabling them to work at their own speed and revisit tasks to complete workflows when needed.

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Sharing of Library Category for Asset Co-branding

Related Module(s)

Content Library Management, Co-Branded Assets Management

Feature Description

The upgraded release incorporates an upgraded sharing system for Co-branding Elements, allowing admins to designate specific Content Library categories containing Co-brandable Elements for co-branding of assets by Partners. A new "Available for Co-Branding" field in the "View Category Details" section of Content Categories allows admins to control which categories appear in the Co-Brand section of the Asset Library. This ensures that partners can only access pre-approved content for customization.

This update simplifies the asset customization process within the Asset Library application for partners. When selecting an asset for co-branding, they can choose images from designated Content Library categories. A real-time preview feature lets them adjust alignment and sizing before finalizing changes, while a side panel provides easy content search, enhancing efficiency. The visibility logic for Content Library access in the Asset Co-Brand section remains consistent with the stand-alone Content Library, ensuring a seamless user experience.

Admin Experience

• Admins can upload multiple logos or images to a specific category in the Content Library and make them available to designated partners. To do this, they must navigate to Enable > Content Library > Content Listings and select the desired category.
  
• After selecting the category, click on the four-dots and select View Details.
  
• Clicking View Details navigates to the View a Category page, where the Available for Co-Branding option must be set to Yes. This ensures that all logos or images within the category are accessible to the assigned partner when selecting a logo during the co-branding process.
  

Partner Experience

•  To co-brand an asset, the designated partner must navigate to Enable > Assets > Asset Library. Within the Asset Library, in the ‘Assigned to You’ section the partner user will find the asset already assigned to them.
  
• Clicking Co-brand will direct the partner user to the Co-Brand Asset page, where the Upload Image section provides the option to select logos or images.
  
• Clicking Select opens a side panel displaying image categories assigned by the admin, enabling the partner user to choose the appropriate logo or image for Co-Branding.
  
• Once the image/logo is selected it will be displayed as shown in the image below.
  
• The Partner user can have a preview of the co-branded document by clicking Preview as shown in the image below.
  

• Finally clicking Save allows the Partner user to save the Co-Branded Asset.

Origin of Feature

Customer request. The feature is requested for admin users to configure a category where multiple images/logos can be uploaded and made available to Partner users for co-branding assets. 

CX Strategy Relation (6 S’s)

 

Portal User-Facing Benefits

This feature allows admins to configure a designated category in the Content Library where logos and images can be uploaded and made accessible to specific partner users for co-branding assets.  

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Mark Communities as Favorites and Configure Community Email Notifications

Related Application(s)

Community Management

Feature Description

The Community Favorite & Email Notification Feature allows users to mark a community as a favorite and configure email notification preferences to stay updated on discussions and activities.

• Favorite Community: Users can enable the "Favorite" toggle to access their preferred communities from their dashboard quickly.
• Email Notifications: Users can select Weekly, Bi-Weekly, or Monthly email updates to stay informed about new posts, discussions, and announcements within the community.

This feature enhances user engagement by providing personalized notifications and easy access to relevant community discussions.

• We must navigate to Accelerate > Community > Communities to reach the Community Info page, where all the Communities are listed.
  

• We enable the toggle key associated with ‘Favorite’ without setting up ‘Email Notification’.
  

• It is also possible to enable ‘Email Notification’ without marking the Community as ‘Favorite’.
  

Origin of Feature

Customer request. The feature is requested to mark Favorite and Email Notifications separately for Communities.

CX Strategy Relation (6 S’s)

        

Portal User-Facing Benefits

The feature allows administrators and partners to mark Favorite and Email Notifications separately for Communities.

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Automatic Partner Tier Assignment Based on Partner Score

Related Application(s)

Access Management, Partners Profile Management

Feature Description

The Automatic Partner Tier Assignment feature streamlines partner management by assigning a partner tier to the Partner Account based on the partner's score. This functionality is configurable within the Partner Tier Attributes settings via Access Management, where administrators can define rules and conditions for tier assignments. Each rule corresponds to a specific partner tier (e.g., Platinum, Gold, Silver), ensuring accurate and consistent tier categorization. When the Partner Score field in the partner account profile is updated, the system automatically evaluates the score against predefined rules and assigns the appropriate tier to the partner record. This automated process reduces administrative effort, ensures real-time tier updates, and maintains consistency in partner classifications.

• We must navigate Administration > Access > Tiers to reach the View Partner Tiers page, which lists all the Partner Tiers.
  

• To define Partner Tier Attributes for the Platinum Partner Tier - we go to the details page of the Partner Tier - Platinum.
  

• In the Partner Tier Attributes tab, we need to configure the values for the auto-assignment of the Partner Tier. In our example case, we configure Partner Score as the attribute for auto-assignment of the Platinum Partner Tier, so that when the Partner Score of a Partner Account is between 1 and less than 4, the Account will be automatically assigned the Platinum Partner Tier.
• The following Partner Tier Attributes are defined as –
  

• • Partner Tier Attribute Name—This refers to the specific attribute of a partner that is being evaluated. In the example given, "Partner Score" is the attribute being assessed.
  • Compare —This indicates the action of evaluating or assessing the Partner Tier Attribute against a certain criterion or value.
  • Compare Operator – This is the logical operator used to compare the Partner Tier Attribute with a specified value.
  • Value – This is the value against which the Partner Tier Attribute is compared using the specified operator.
    We defined two attributes – one whose Partner Score value is >= 1 AND the other has a Partner Score value of < 4. When a Partner Account's score falls within this range, then Platinum Partner Tier will be auto-assigned to the Account.
    

• We navigate to Partners > Partners > Partner Accounts to reach the View Partner Accounts page, listing all Partner Accounts.
• We go to the Add/Edit a Partner Account page of a Partner Account and view the Partner Score and Partner Tier, which are not yet configured.
  

• Now, if we update the Partner Score Field with ‘1’ in the Partner Score field and click Save, we will find the Partner Tier automatically updated to the “Platinum Tier”.
  

Origin of Feature

Customer request. The feature is requested to automatically update Partner Tier in Partner Account by changing Partner Score.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows administrators to update the Partner Tier of the Partner Account by changing the Partner Score.

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Auto Group Assignment based on Attributes

Related Application(s)

Access Management, Users

Feature Description

This release feature offers significant benefits by automating group assignments based on Group Attributes such as ‘Country’ and ‘Partner Tier’, reducing manual effort and ensuring accuracy. It enhances operational efficiency by dynamically updating automatic Group association as user attributes change, ensuring real-time consistency. This feature improves scalability while allowing Admins to configure and customize group attributes as and whenever needed.

• We must navigate Administration > Access > Groups to reach the View Groups page where all the Groups are listed.
  

• We click the Add button and reach the Add/Edit Group page, where we can create a new Group.
  

• We provide the Group Name (Partner USA Gold Group), select Parent Group, and click Save.
  

• We click the Add button associated with Group Attributes to configure Group Attributes, which takes us to the Group Attributes page. The ‘Partner USA Gold Group’ will be auto-assigned to the User if the User's Partner Account is Gold Partner Tier AND the User’s Country is USA.
  

• We define the value of a Group Attribute by providing details in the fields of the Attribute Details section:
  

• • Module Name: This specifies that in this example, the attribute applies to the Partner Accounts module, meaning the condition is evaluated for Partner Account records.
  • Field Name: This attribute is used to filter Partner Accounts based on their Partner Tier.
  • Value: The system will check if the Partner Tier value is Gold and apply the attribute condition accordingly.
  • Group: Any Partner Account that meets the condition (Partner Tier = Gold) will be automatically assigned to the Partner USA Gold Group.
  • Compare: The system will assign the Partner Tier based on the selected comparison operator. In this case, we use Equals, meaning only Partner Accounts where the Partner Tier exactly matches the specified value will meet the criteria. Other available comparison operators include Not Equals, Like, In, and Contains.
• Similarly, we define the value of another Group Attribute in the Attribute Details section by providing details in the following fields:
  

• • Module Name: This specifies that in this example the attribute applies to the Users module, meaning the condition is evaluated for user records.
  • Field Name: This attribute is used to filter users based on their country.
  • Field Data Source: The system will check if the user's Country value matches "USA".
  • Group: Any user that meets the condition (Country = USA) will be automatically assigned to the Partner USA Gold Group.
  • Compare: The system will assign users to the group only if their Country exactly matches "USA".
• The Group Attributes with its values will be visible on the Group Attributes related list on the View a Group page.
  

• We navigate to the details page of a User whose country is USA and the Partner Tier of their Partner Account is Gold and the ‘Partner USA Gold Group’ has been auto-assigned to the User.
  
  

Origin of Feature

Customer request. The feature is requested to automatically assign and update Group associations based on changing user attributes.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows administrators to automate group assignments by configuring Group Attributes.

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Master/Parent-Child Partner Accounts and Record Visibility

Related Application(s)

Access Management, Sales Leads Management

Feature Description

In a global business environment, Partner Organizations often operate across multiple regions with distinct legal entities, branding, and operational structures. For instance, a Partner Org. headquartered in the United States may have several European Branch Offices, each functioning under a different business Partner Name. Therefore, the Parent Partner Organization must access a centralized view of all Partner-related activities across the Partner Branch locations, ensuring efficient operations.

With this release, UPM allows partner organizations to configure hierarchical relationships between partner accounts through intuitive administrative settings. Once configured, the parent partner account can view and manage records from associated child accounts, ensuring seamless data flow and collaboration across the organization.

ZINFI has introduced a robust Partner Account Hierarchy solution, which allows Partner organizations to establish a parent-child relationship between their Partner Accounts. This configuration enables the Partner Account Parent/Headquarter users to seamlessly access the details and records of their associated Partner Branch Accounts, such as the European office.

• Navigate to Partners > Partners > Partner Accounts after logging into the portal. Selecting the name of a specific Partner Account will help you navigate its details page. All Account Names are listed with the Master Account (Parent Account, if any) on the List Page.
  

• To update the Master/Parent Account of a Child Partner Account, click on the Child Partner Account – Child Account1, to access its details page.
  

• The associated Master/Partner Account for the selected Child Partner Account is displayed and click Edit to change the Master/Parent Account if required.
  Note: Thus, the Parent/Master Account is Master Account1, and the Child Account is Child Account1.
• Parent-Child Partner Account Hierarchical Visibility can be enabled for Sales Prospects, Contracts, Opportunities, etc. In the example below, we will utilize the configuration settings for Sales Prospects.
  
• To configure the Record Visibility of any application, navigate to Administration > Access Management > Record Visibility. The image below shows the Record Visibility configured for the Sales Prospects.
  

• • Enable Account Hierarchy Visibility - Select ‘yes’ to Enable Account Hierarchy Visibility for the Sales Prospects.
  • Persona Account Hierarchy for Profile—Also select the Profiles of the Parent Partner Account, which can view the records of the Child Partner Accounts.
• Once configured, click Save to save the Visibility Settings for the specific Application—Sales Prospects. Similar steps must be followed for other Applications.
• The User associated with Master Account1, logs into UPM. The User can now view records of the Partner Child Account (Child Account1) along with his/her own records.
  
• The User associated with Child Account1, logs into UPM. The User can now only view records of the Partner Child Account (Child Account1).
  
  

Origin of Feature

Customer request. This feature enables Partner organizations to establish a parent-child relationship between their Partner Accounts, allowing Parent/Headquarter users to seamlessly access the details and records of their associated Partner Branch Accounts.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

This feature allows administrators to configure a Partner Account Hierarchy solution which enables Partner organizations to establish a parent-child relationship between their Partner Accounts, allowing Parent/Headquarter users to seamlessly access the details and records of their associated Partner Branch Accounts.

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Incentive Rule Engine

Related Application(s)

Market Development Funds Management, Sales Leads Management

Feature Description

The Incentive Rule Engine automates the calculation and distribution of incentives, ensuring accurate and timely payouts based on predefined sales targets and eligibility criteria. By configuring Market Development Funds (MDF), Commission, and Rebate Rules, administrators can set parameters such as entitlement frequency, sales thresholds, and payout amounts. The system dynamically calculates entitlements upon deal closure or invoice generation, eliminating manual intervention and minimizing errors. This structured approach enhances partner engagement, optimizes incentive distribution, and ensures transparency in reward management.

 Example Use Case

• Navigate to Incentivize > Incentive Rule Engine > MDF Rules to reach the View MDF Rules page listing all the MDF Rules.
  

• To add a new MDF Rule we have to click the Add button. Clicking the Add button will take us to Add/Edit a MDF Rule Engine page, where from the Entitlement Frequency dropdown menu we’ve to select the frequency of the incentive payout to Partners, which is Quarterly in this example.
  

• Selection of Entitlement Frequency, will take us to Add/Edit a MDF Rule page where we’ve to provide the necessary information in the Rule Information to create the new MDF Rule. The fields are described below:
  

• • Name – Provide the name of the MDF Rule.
  • Currency ISO Code – Choose the desired currency from the dropdown list.
  • Scope of Rule – Three options are available in this dropdown list – Partner Tier, Partner Account, and All. If a Partner Tier is selected, then the Rule will apply to the Accounts that have a specific Partner Tier. Select Partner Account to apply the Rule to a specific Partner Account. Selecting All will apply the Rule to all Accounts.
  • Year – Select the year for which the MDF Rule is applicable.
  • Entitlement Frequency – The value in this field shows the frequency of incentive payout.
  • Allocation Frequency – The period during which partners must meet their targets to qualify for incentives.
  • Status – It could be either Active or Inactive.
  • Application In Use – The Partner can earn an incentive on Deal closure or Invoice generation. Select either Deal or Invoice as per requirement.
  • Fields Per Application – Select Line Items or Amount from this dropdown menu.
• Once done, click Save. The newly created Rule will be visible in the View MDF Rules page.
  
• Once we go to the details page of the MDF Rule, we’ve to define MDF Entitlements rules, by clicking Add button associated with MDF Entitlements. We will define the minimum and maximum sales targets that partners must achieve to qualify for incentives. Additionally, we will specify the quarter in which the incentive will be paid out and the exact amount the partner is entitled to receive.
  
• Clicking the Add button takes us to Add/Edit a MDF Entitlement page where we’ve to provide Entitlement Details. The fields are explained below:
  

• • MDF Rule Engine – Name of the MDF Rule associated with the MDF Entitlement.
  • Entitlement Frequency – Shows the Entitlement Frequency already selected beforehand.
  • Time Period – Select the quarter on which the incentive will be paid.
  • CurrencyISOCode – Currency of the incentive.
  • Minimum Sales Range – Minimum Sales Target for Partner to achieve.
  • Maximum Sales Range – Maximum Sales Target for Partner to achieve.
  • Entitlement Type – Entitlement Type will be either Fixed or Percentage.
  • Incentive – Provide the amount or the percentage on this field.
• We can add more MDF Entitlements as per requirements as visible in the image below.
  

• From MDF Entitlements details, we find that if the Partner sells between –
• $500 - $1000 is eligible to receive $100 as Incentive
• $1001 - $2000 is eligible to receive $200 as Incentive
• $2001 - $3000 is eligible to receive $300 as Incentive
• $3001 - $50000 is eligible to receive $400 as Incentive
• Next, in the MDF Product Association related list we’ve to add the MDF Eligible Products by clicking Add button.
  
• Now, navigate to Incentivize > MDF > Funds and click Add button to add new Fund bucket.
  

• In the Add/Edit a MDF Fund provide the name of the Fund, Partner Account and Fiscal Year and save the details.
  

• Now, we log in to the Partner portal and navigate to Sell > Deals > Registered Deals and click Add button to add a Deal, add Deal Line Items and submit it for approval.
  

• Once the Deal gets approved by the Approver, we navigate to Incentivize > MDF > Funds and go to the details page of the MDF Fund we created earlier and see that total incentive earned by the Partner has been auto-calculated based on the value of the Deal and the rules defined in MDF Rule and displayed in the Fund Loaded related list.
  

Origin of Feature

Customer request. This feature automates MDF incentives, ensuring accurate, efficient, and structured partner rewards.

CX Strategy Relation (6 S’s)

            Sufficiency

Portal User-Facing Benefits

This feature allows administrators to automate MDF incentives, ensuring accurate, efficient, and structured partner rewards.

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Fixes and Patches

Display Saved Groups and Users as Selected in the Visibility Configuration Window

Related Application(s)

Content Library Management, Generic

Feature Description

The enhanced visibility configuration feature greatly improves the admin experience by pre-selecting saved groups and users in the User and Group tree. This intuitive enhancement eliminates confusion by clearly displaying the current visibility settings, ensuring accuracy and ease of use. Admins can effortlessly verify or update configurations without relying on memory, streamlining the process and saving time. This feature demonstrates a thoughtful approach to usability, reinforcing clarity and precision in managing visibility settings. This enhancement is available across all applications in the UPM where Visibility Configuration is integrated.

• We must traverse the Enable > Content Library > Content Listings and click Visibility Configuration to open the Visibility Configuration window.
  

• Once the Visibility Configuration window is open, select Countries, Languages, and User/Group.
• In this example, select the desired Groups to assign the content.
  

• Click Save once the desired Groups are selected.
  

• Once selected Groups are saved, the selection of the Groups with the check mark and the selection summary is permanently saved, as shown in the image above. 
• The Visibility Configuration window should display all previously saved groups and users as selected when accessed.
  
  

Origin of Feature

Customer request. The feature is requested to save the Group/User selection in the Visibility Configuration Window.

CX Strategy Relation (6 S’s)

           

Portal User-Facing Benefits

The feature allows administrators to save Group/User selection in the Visibility Configuration Window.

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Integration of Upgraded Help Portal for All UPM Portals 

Related Application(s)

Workflow Management

Feature Description

This fix integrates all UPM Portals (Single-tenant and Multi-tenant) with a state-of-the-art Help Portal hosted via HubSpot, replacing the legacy Help Portal. All single-tenant portals, including prominent client platforms, have transitioned to the new framework, offering a consistent, automated, and user-friendly support experience.

          

Origin of Feature

Customer request. The feature is requested to replace the legacy Help Portal with a new Help Portal hosted in HubSpot.

CX Strategy Relation (6 S’s)

Portal User-Facing Benefits

The feature allows the Admin and Partner to use the new Help Portal in UPM.

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Multi-select Picklist Field UI/UX Upgrade

Related Application(s)

Generic

Feature Description

This fix involves redesigning the multi-select picklist to resemble a dropdown style for better user understanding and consistency. The previous multi-select picklist lacked the visual indicator (e.g., a down arrow) to distinguish it from a text box. The multi-select picklist now includes a down arrow, making it visually consistent with standard dropdown lists. 

Origin of Feature

Customer request. The fix is requested to redesign the multi-select picklist to resemble a dropdown for better clarity and consistency. 

CX Strategy Relation (6 S’s)

      

Portal User-Facing Benefits

This feature allows the Admin and Partner to use the new multi-select picklist.

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Record Visibility Configurations Auto-applied for New Applications

Related Application(s)

Access Management

Feature Description

Previously, when a new application was created, Record Visibility settings were not automatically generated, requiring manual intervention from support teams to configure access controls. This new update ensures that Record Visibility settings are enabled by default for every new application, allowing admins to immediately configure Visibility Setting Rules, such as hierarchy or group-specific access rules.

• Whenever a new application is created, it will appear in the Record Visibility application, allowing admins to control settings such as:
  • Default Access
  • User Hierarchy settings
  • Group-specific rules for record access

Origin of Feature

Customer request. The fix is requested to automatically enable Record Visibility Settings for new applications, eliminating the need for manual configuration.

CX Strategy Relation (6 S’s)

   

Portal User-Facing Benefits

This feature auto-configures Record Visibility Settings for new applications.

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Create User with Default Inactive Status when Account is Inactive

Related Application(s)

Users & Territories Management

Feature Description

This fix enhances security by ensuring that users registering via the sign-up page are created with an inactive or pending status if their associated Partner Account is inactive. Previously, users were created with an active status, allowing them to access the platform or reset passwords even when the Partner Account was inactive, which posed a security risk. With this update, users will receive a registration confirmation email but cannot access the platform or reset their password until the Partner Account is activated. Admins can still manually create users with active status from inactive accounts, but these users will remain restricted from logging in until the account is active. This fix addresses security gaps and ensures better access control while maintaining admin flexibility.

Origin of Feature

Customer request. The fix is requested to ensure that users are created with an inactive or pending status if their associated Partner Account is inactive, which prevents them from accessing the portal. 

CX Strategy Relation (6 S’s)

 

Portal User-Facing Benefits

This feature allows the Admin to create users with default inactive status when the Partner Account is inactive. 

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Email Domains Re-validation

Related Application(s)

Generic

Feature Description

The email domain validation rules have been updated to allow a broader set of valid domains, addressing a previous issue where certain legitimate domains were incorrectly restricted. Previously, only a limited set of standard domains such as:

• ‘.com’
• ‘.org’
• ‘.net’
• ‘.info’
• ’.visa’

were allowed, while other valid domains like

• ‘.edu’
• ‘.gov’
• ‘.mail’
• ‘.coop’
• ‘.museum’
• ‘.int’

were being blocked. This issue adversely affected multiple applications, including Sales Prospect, Sales Contact, Email, Sales Account, Partner Prospect, Partner Contact, Partner Account, Partner Users, and the signup form. In the latest Release, UPM 25.1, the system correctly accepts all valid domains across these applications, ensuring a smoother user experience during signups, lead creation, and other email input fields.

Origin of Feature

Customer request. The fix is requested to update the email domain validation rules to allow newly recognized domains and ensure seamless email input.

CX Strategy Relation (6 S’s)

 

Portal User-Facing Benefits

This feature allows the Admin and Partner to use the newly recognized domains and ensure seamless email input.

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Features Summary Chart

 

Feature Name	Application(s)	CX Strategy Relation	User Type(s)
Enhanced Password Management and Navigation to Home Page Shortcut	Users & Territories Management	Security	Admin
Triggering Workflow with Record Delete	Workflow Management	Sufficiency	Admin
Configuring Auto-content Visibility based on User Profile Country and Language via Portal Settings	CMS Management	Sufficiency	Admin
Persisting Visibility Configuration Window	Content Library Management, Generic	Sufficiency	Admin
Advanced Search for List Pages	Deals Registration Management, Generic	Sufficiency	Admin, Partner
Configuring Incentives Enablement for Partners	Partner Leads Management	Sufficiency	Admin
Multi-signee Contract Workflows for DocuSign Contracts	Partners Profile  Management, CMS Management, Partner  Contracts Management	Scalability	Admin
Partner Locator Enhancements	Marketplace Management	Sufficiency	Admin, Partner
Configurable Tooltips in Dynamic Forms for Pre-Log-in Pages	Workflow Management	Sufficiency	Admin
Tabbed View Interface for Application Record(s) Create/View	Workflow Management, Generic	Sufficiency	Admin
AI-embedded Text Content Generator for ZINFI Editor	Alerts & Notification Management, Generic	Speed	Admin
Workflows Gallery	Workflow Management	Simplicity	Admin
Save Draft Workflows	Workflow Management	Sufficiency	Admin
Sharing of Library Category for Asset Co-branding	Content Library Management, Co-Branded Assets  Management	Sufficiency	Admin, Partner
Mark Communities as Favorites and Configure Community Email Notifications	Community Management	Simplicity	Admin, Partner
Automatic Partner Tier Assignment Based on Partner Score	Access Management, Partner Profile Management	Sufficiency	Admin
Auto Group Assignment based on Attributes	Access Management, Users	Sufficiency	Admin
Master/Parent-Child Partner Accounts and Record Visibility	Access Management, Sales Leads Management	Sufficiency	Admin, Partner
Incentive Rule Engine	Market Development Funds Management	Sufficiency	Admin, Partner
Fixes and Patches
Display Saved Groups and Users as Selected in the Visibility Configuration Window	Content Library  Management, Generic	Sufficiency	Admin
Integration of Upgraded Help Portal for All UPM Portals	Generic	Sufficiency	Admin, Partner
Multi-select Picklist Field UI/UX Upgrade	Generic	Simplicity	Admin, Partner
Record Visibility Configurations Auto-applied for New Applications	Access Management	Security	Admin
Create User with Default Inactive Status when Account is Inactive	Users & Territories Management	Security	Admin
Email Domains Re-validation	Generic	Security	Admin, Partner