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Create a Resource to Share with Partners

Published on: Wed, 8 Mar, 2023 at 11:21 PM | Updated on: Thu, 30 Oct, 2025 at 8:31 AM

If you want to share additional content with your partners but don't want to serve it as an ad, you can add that content as a Resource. Informational content, like YouTube videos, PDFs, training materials, and more can all be shared with your partners.

Create a resource

From the left navigation menu, select [Engage] → Content → Resources.
In the upper-right corner, select Create Resource.
Enter the Name of the resource you intend to share.
From the [Drop-down menu] select the Category in which the resource belongs.
- Case Study: A detailed analysis showcasing how you as a brand successfully addressed a specific client challenge, demonstrating results, strategies, and measurable outcomes.
- Interview: A recorded or transcribed conversation with a key stakeholder, customer, or industry expert, providing insights, perspectives, or success stories relevant to your brand or industry.
- Pitch Deck: A visual presentation outlining the brand’s value proposition, products or services, market opportunity, and key differentiators—used to communicate your offering to potential partners or clients.
- Presentation: A structured slide deck or visual document designed to inform, educate, or update partners on specific topics, strategies, campaigns, or business initiatives.
- Rate Card: A pricing document listing the costs associated with various services, media placements, or partnership packages offered by the brand.
- Testimonial: A statement or endorsement from a satisfied customer or partner, highlighting their positive experience and the value delivered by you.
- Training Material: Educational resources such as guides, videos, manuals, or slide decks created to onboard, educate, or train your partners on your products, tools, or systems.
- Whitepaper: An authoritative report or guide that provides in-depth information on a specific topic, often presenting a problem and the brand’s solution, supported by data and research.
- Other: Any additional resource that does not fall under the defined categories, such as infographics, brochures, datasheets, or internal memos.
Enter a Description of the resource.
Under Source, select how you want to share the resource by choosing one of the following options:
Warning: Files containing scripts cannot be uploaded.
- [Radio button] Upload: Select Choose File.
  - The following file formats are supported: PDF, PPTX, PPT, DOC, DOCX, TXT, XLS, XLSX, HTML, HTM, ODT, ODS, PNG, JPG, and JPEG.
- [Radio button] URL: Provide a link where partners can access the resource.
[Toggle on] Restrict Partner Access to set which partners or partner groups can use this resource.
- Enter and select the Partners and Groups you want to grant access to this resource.
[Toggle on] Schedule to apply when the resource will be available by selecting the [Calendar] to set the Start Date and End Date for this resource.
[Toggle on] Schedule to control when the resource will be available.
- Use the [Calendar] to set the Start Date and End Date for this resource.
- From the [Drop-down menu], set a Timezone for this resource.
Enter Labels to help you categorize this resource with similar content in your impact.com account.
From the [Drop-down menu], select in which Languages this resource will be available.
Select Save.

Manage your resources

From the left navigation menu, select [Engage] → Content → Resources.
Hover over the resource you want to manage, then select [More].
From here, you can either Edit the resource or Archive it.
- Select Edit if you want to adjust components of the resource, like its labels.
- Select Archive if you want to deactivate the resource.
Warning: Archiving a resource is not reversible. If you archive a resource by accident, you will need to create a new resource.

Create a resource

Manage your resources

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