Syndication Platform Basics User Guide

[CommunityMod_WM]

This article provides new Syndication platform users with a clear overview of the platform and step-by-step guidance to build a foundational understanding. By following the recommended steps below, users can easily set up their accounts and begin the syndication process. To view the Syndication Basics Video Training, click here.

Account and User Set Up

• Initial Account Log In
• Add Users

Tour the Platform 

• Tour the Dashboard
• Tour the Product Details Page
• Tour the Assets Library
• Tour the Connections Tab
• Tour the Activity Log
• Tour the Configurations Tab

Add/Manage Product Records

• Add/Edit Single Item
• Add/Edit Bulk Items
• Search and Filter Products
• Create and Manage Product Sets
• Export a Spreadsheet
• Manage Overrides
• Manage Product Lifecycle
• Data Views
• Ecatalogs

Add/Manage Recipient Connections

• Add Recipient/Website Connection
• Link Recipient/Requirement Sets to Products
• Unlink a Product from a Recipient and Requirement Set

Add/Manage Assets

• Add Assets
• Delete and Replace Assets

Publish Content and Track Status

• Publish Products
• Publication Snapshot
• View Publishing Status
• Live Status Tracking
• Set up Notifications and Alerts

Help and Support

• Syndication Glossary of Terms
• On-Demand Live Workshops
• Syndigo Support