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How do I create/edit a Partner Listing?

How do I create/edit a Partner Listing?

Create Article

1. Log in to the community at https://community.canvaslms.com/ (By virtue of you viewing this resource, this step is complete. Move to step 2)

2. Use this template to create your partner listing
*This step is only required the first time you create a page for your company. In subsequent visits, you will only be editing the document for updates

3. Enter your product name in the appropriate part of the title. Please leave "Partner Listing:" in the title as this will be a standard identifier across the Community platform for more efficient search efforts

4. Replace the Content Template with your Company Details

a. Upload your Logo

i. Click the place holder
ii. Click the pencil (edit image) option
iii. In the default image, click the X icon
iv. Click the Choose File button and upload your logo
v. Ensure your image is selected
vi. Click the Done button

b. Update Link Resources—Enter resource and contact links in this section

i. Website: Include a link to your company website
ii. Documentation: Include a link where customers can access end-user documentation about your tool
iii. Support: Include a link to where customers can get support for your tool
iv. Headquarters_Location: Replace this placeholder text with the location of your company headquarters
v. Release Notes: Include a link where customers can get updates about your tool (this is a highly requested item by our customers! Please do not omit this!)
vi. Social Media Buttons: Update buttons with URLs to your social media platforms, if applicable (delete those you do not use)
vii. [Other User Resource Link]: Replace this placeholder text with any other link that may be helpful for customers
viii. Sales Contact: List the name and contact information of your Canvas sales contact

c. Update About Content: Complete the section with a short description of your product and an embedded intro video (if you have one)

d. Update Accessibility Content: provide your official statement on accessibility

e. Update Security Content: Address each item in the table either by inserting text directly or providing a link to your own resources.

f. Update Privacy Content: Address each item in the table either by inserting text directly or providing a link to your own resources.

g. Update Integration Instructions: Insert directions for integrating with Canvas, or provide a link to a directive resource.

5. Teaser content (Optional). A teaser appears as an introductory when the article is featured.

6. SEO Options (Optional)

a. Canonical URL: this field should not need to be populated
b. SEO Title: by default, the page will display to search engines using the title of the page. If you want to change the title for SEO purposes, complete this field with your desired page title.
c. SEO Description: by default, the page content will display in search engines using the copy within the page. If you want to create a custom description for SEO purposes, complete this field with the desired description content.

7. Subscribe to page content. By default “Email me when someone replies” is already selected. This allows you to be notified when Community members interact with your page.
*If you want to disable comments, this checkbox will have no effect. Please see the Block Comments section below to learn more about disabling comments.

8. Add Labels. In the sidebar, select all labels that are relevant to the primary reasons your solution exists
*These labels are very important. They power the filtering features for users.

9. Skip the Associated Products field (not applicable—should remain empty)

10. Add Cover Photo. Provides a visual if/when we feature your content in the community.

11. Add Contributors (optional). If you have fellow co-workers that you would like to connect with this document, please search for them (they will need to have created a Canvas Community account) and add them using the content field.

12. At the bottom of the page, select the option you want to choose:

a. To save your work and return to the page later, click the Save button
b. To request a review from a team member, click the Request Review button
c. To publish the page, click the Publish button

Edit Article

1. Log in to the community at https://community.canvaslms.com/ 

2. Navigate to https://community.canvaslms.com/t5/Partner-Briefs/tkb-p/briefs 

3. Locate your company’s page in the community

4. Click the document menu icon (three dots) and select the Edit Article option.

5. Edit the page as necessary.

6. If you want to add a note about what was revised, locate the Revision Note section at the bottom of the window and enter a note in the text field. Customers can view these notes if they view the page history.

7. If you made minor revisions (such as fixing a typo) where notifying customers about a page update may not be necessary, select the Minor Edit checkbox.
*Note: Customers may choose to enable notifications for minor edits, so some customers may still be notified.

8. At the bottom of the page, select the option you want to choose:

a. To save your work and return to the page later, click the Save button
b. To request a review from a team member, click the Request Review button
c. To publish the page, click the Publish button

Block Comments

Comments are a way for users to converse with you about your tool within the Canvas Community space. We highly encourage keeping the Comments functionality enabled so our mutual customers, potential prospects, and other users can engage with you directly. However, you can disable comments for your article by navigating to your listing, clicking the document menu icon (three black dots), and selecting the Block New Comments option.

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Version history
Last update:
‎08-19-2021 10:09 AM
Updated by: