Forex CRM / Partner Area/Resources
Resources
Upload and manage marketing materials for partners.
Overview
Marketing Resources provides a library of promotional materials that partners can use to market your services. You can upload banners, documents, and social media content for partners to download and use.
Resource Categories
Banners
Visual promotional materials:
- Website banners
- Email headers
- Display ads
- Landing page images
Documents
Written marketing materials:
- Brochures
- Presentations
- Partner guides
- Product information sheets
Social Media
Content for social platforms:
- Post images
- Story templates
- Profile banners
- Promotional videos
Managing Resources
Adding a Resource
- Go to Partner Area > Resources
- Select the category tab (Banners, Documents, Social Media)
- Click "Add Resource"
- Fill in details:
- Title - Name of the resource
- Description - What it's for
- File - Upload the file
- Languages - Available languages
- Dimensions - Size (for banners)
- Save
Organizing Resources
- Reorder - Drag and drop to change display order
- Toggle Status - Enable or disable visibility
- Edit - Update resource details
- Delete - Remove resource permanently
File Formats
Images: PNG, JPG, GIF, SVGDocuments: PDF, DOCX, PPTXVideos: MP4, MOV (check size limits)
Partner Access
Partners access resources from their Partner Portal:
- Log into Partner Portal
- Go to Marketing Materials or Resources
- Browse by category
- Download files they need
Best Practices
- Organize resources by category for easy browsing
- Use descriptive titles and descriptions
- Provide multiple sizes for banners (desktop, mobile)
- Keep resources up-to-date with current branding
- Offer materials in multiple languages if possible
- Remove outdated promotional content
- Include usage guidelines in descriptions