Activate: running your programme
Finding your way around Activate
A tour of the Activate navigation bar and what each area is for.
Finding your way around Activate
Open Activate from the left-hand menu of your portal. Inside Activate, a navigation bar runs across the top of every page, grouped into three parts.
Overview
| Area | What it is for |
|---|---|
| Momentum | Your Activate home. Progress against your partner revenue gap, the outcome loop, headline numbers and a written summary. |
Create & deliver
| Area | What it is for |
|---|---|
| Briefs | Every campaign you have raised, with its stage and asset progress. This is where you start a new brief. |
| Webinars | Co-hosted webinars: setup, activation kit, Zoom, registrations and follow-up. |
| Events | Partner events: setup, landing page, registrations and on-site check-in. |
| Social | LinkedIn posts and partner referral copy, ready to review and share. |
| Stories | Partner stories built from a customer or partner interview. |
The Create & deliver items show a small count, so you can see at a glance how much is in each area.
Measure & improve
| Area | What it is for |
|---|---|
| Partners | Your partner registry, each partner's results, links and branding. |
| Revenue | Where you log your company's monthly revenue by channel. |
| Reviews | Your monthly review: partner verdicts and recommendations. |
| Strategy & setup | Your captured partnership strategy, programme and finance settings, and integrations. |
Your first visit
The first time you open Activate you see a short welcome. It explains briefs, Momentum and your Strategy baseline. Choose Got it to close it, or the link to start straight away in Briefs. It only appears once.
Activate work in Deliverables
Activate work also appears on your portal's Deliverables page as soon as a brief has been set up. It shows each piece of work moving through Not started, Blocked, Dispatched, In production, Ready for approval and Approved, so you have one place to see everything waiting on you.