You can display details of vendors that you are associated with such as lenders or home renovation specialists on your contact's dashboard. This can help to promote various kinds of services to your contacts whenever they visit their dashboard.
To display vendor details on contact dashboards:
- Go to Marketing > Contact Dashboard.
- Click the Edit (pencil) icon near a dashboard.
- Click Add Module.
- Select Vendor Module and click Continue.
- Enter a Link Display Name (the name of this module which will be shown to your contacts).
- Click Add Vendor Details.
- Select whether your vendor is a company or individual.
- Upload an image to represent the vendor, such a company logo or someone's picture.
- Select whether your vendor is a company or individual.
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- Enter the rest of the details as required and click Save.
- Enter the rest of the details as required and click Save.
- Enter a Heading and Subheading for the module. You can write the headers yourself or use Write with AI to generate them for you automatically.
- Configure the Button Type and Button Label.
💡 Tip: For the Button Type, select primary if you want a more prominent button or select secondary instead. Here's how they differ:
Primary button:
Secondary button:
- Enter a URL that you want to direct your contacts to after they click the button. (This could be your vendor's website.)
- Click Save.
Don't forget to enable the module for your contacts, if you haven't already! 