Go-to-Market Hub: Reseller How-to Guide
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Getting started
Staying on top of cloud products can take a lot of time. Building digital marketing campaigns can also take a lot of time and money. But doing these things well can set successful Resellers apart from the rest.
Ingram Micro is always working to help resellers with these challenges, and we’re excited to announce the launch of the Go-to-Market Hub within the Cloud Marketplace to do just that. It’s a single destination packed with product information, sales tools, and resources to help you grow your business and cloud expertise.
The Go-to-Market Hub Resellers Guide was created to help Resellers leverage and take advantage of the valuable content and tools of the Go-to-Market Hub.
We recommend that you read through the entire document and follow the instructions to access the Go-to-Market Hub and continue to use this document as a reference.
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Logging in
The Go-to-Market Hub does not have a separate login. To access it, log in to your Cloud Marketplace account. From the Control Panel, you will be able to access the Go-to-Market Hub.
Follow these steps:
Step 1
Click “Login” in the top right corner of the Cloud Marketplace.
Step 2
Enter in your username and password.
Step 3
Select the Control Panel tab from the navigation menu.
Step 4
From the Control Panel, you can access the Go-to-Market Hub from either the navigation menu item “Go-to-Market” or the “Go-to-Market Hub” tile. The navigation menu will take you to the tile directly.
Step 5
Click “Launch” on the Go-to-Market Hub tile.
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Setting up your account
When you launch the Go-to-Market Hub from the Cloud Marketplace Control Panel for the first time, you will be prompted to set up your account.
To set up your account, follow these steps:
Step 1
Upon your first entry into the Go-to-Market Hub, a dialogue box will appear asking you to accept the Ingram Micro Marketing Services Terms of Use. Click “I Accept” if you agree to the Terms of Use.
Step 2
Next, you will be prompted to set up your default language and time. Select your language, time zone, date format, time format, and if you want daylight savings time enabled.
Step 3
Click “Save” when you have finished making your language and time selections.
Step 4
Next, you need to set up your default assets. From the homepage, hover over the navigation menu item “Marketing Campaigns.”
Step 5
Click on “Settings” from the drop-down menu.
Step 6
Under the “Marketing Assets” tab, you can enter your company name, logo, address, phone number, and either a send from email address or name. This information will be used to populate all marketing assets such as sales sheets.
Note: This company information will apply to all users under this account.
Tip: For specific marketing tactics, you can change company info like name, address and/or logo from the Assets tab for each tactic.
Step 7
Click “Save” when you have finished entering in all your company information.
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Updating your default language
To update your default language, follow these steps:
Step 1
From the homepage, click on your name in the upper right-hand corner.
Step 2
Click on “Language and Time” from the drop-down menu.
Step 3
A window will open where you can set your default language, time zone, date format and time format.
Step 4
Click “Save” to ensure your changes are saved.
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Updating your default time zone
To update your default time zone, follow these steps:
Step 1
From the homepage, click on your name in the upper right-hand corner.
Step 2
Click on “Language and Time” from the drop-down menu.
Step 3
A window will open where you can set your default time zone, language, date format and time format.
Step 4
Click “Save” to ensure your changes are saved.
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Navigating from the homepage
The Go-to-Market Hub homepage is the default destination for Resellers upon initial entry. The homepage provides Resellers with news and updates via the rotating carousel, featured product sales playbooks and marketing campaigns, and shortcuts to key sections within the Go-to-Market Hub.
To navigate from the homepage, follow these steps:
Step 1
From the homepage menu and drop-down menus, you can access Sales Playbooks, Marketing Campaigns, Insights & Tools and News & Updates.
Step 2
Most areas you click into will have a submenu for navigation. In the top right corner of the homepage, you will see your name displayed.
Step 3
By clicking on your name, you can change your language and time as well as log out.
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Adding new users
To add new users, you must be on the Control Panel of your Cloud Marketplace account. When you launch the Go-to-Market Hub, a new tab should be opened in your browser, leaving the Control Panel open in the previous tab. Navigate back to the Control Panel, then follow these steps:
Step 1
From the Control Panel, click on the navigation menu item “Users.”
Step 2
Click on “Add New User.”
Step 3
Specify the new user by including their first and last name, and email address.
Step 4
You can toggle on the feature that allows the user to use a different email other than their login email to receive notifications.
Step 5
If you wish to add multiple users, click on “One More User.”
Step 6
Click “Finish” to create the new user(s).
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Leveraging Sales Playbooks
Each playbook provides product information to allow you to offer the right solution or service based on your target customers and their needs.
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Searching for product playbooks
Product playbooks help you learn about different cloud services so that you can effectively present, promote and sell to your customers. To access the product playbooks, follow these steps:
Step 1
From the homepage, hover over the navigation menu item “Sales Playbooks.”
Step 2
Click on “Product Playbooks” from the drop-down menu.
Step 3
Enter a search term in the search field to locate a specific cloud product.
Step 4
Narrow your search by selecting a vendor, product or category.
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Searching for solution playbooks
Solution playbooks are pre-set business and industry solutions that you can present and promote to your customers. To access the solution playbooks, follow these steps:
Step 1
From the homepage, hover over the navigation menu item “Sales Playbooks.”
Step 2
Click on “Solution Playbooks” from the drop-down menu.
Step 3
Solution playbooks are divided into two categories: business size and industry; select a tile under one of these categories that align with your search
Step 4
Once you click into a tile, you will find a list of assets
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Sharing specific product and solution playbooks
Sharing product playbooks is different from sharing solution playbooks. Product playbooks can be shared by generating a direct link. However, solution playbooks can be shared by downloading assets, allowing you to share those assets directly, or sharing the URL of an asset video. (See Searching for solution playbooks.
To share a product playbook, follow these steps:
Step 1
From the homepage, hover over the navigation menu item “Sales Playbooks.”
Step 2
Click on “Product Playbooks” from the drop-down menu.
Step 3
Enter a term in the search field to locate a specific cloud product.
Step 4
Narrow your search by selecting a vendor, product or category.
Step 5
Once you have entered all your search parameters, you can share this search by clicking on “Share.” This will generate a direct link.
Step 6
Click “Copy Link” two times to copy the direct link to your clipboard. You can now share this link to allow someone to obtain the same search results.
Note: The recipient of this direct link must log in to the Cloud Marketplace using their username and password once they have clicked on the link. If they don’t, they will be unable to access your search result.
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Downloading and viewing playbook assets
To download and view playbook assets, follow these steps:
Step 1
From the homepage, hover over the navigation menu item “Sales Playbooks.”
Step 2
Click on “Product Playbooks” or “Sales Playbooks” from the drop-down menu.
Step 3
For product playbooks, find the product you want to learn more about and click on the product’s tile.
For solution playbooks, under the business size or industry, select the tile relevant to your search.
Step 4
You will find a list of assets that you can take actions on. Click on the action to either download, customize or view the asset.
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Customizing a sales sheet
You can customize sales sheets with your own title, product description, brand logo and contact information. To access the sales sheets, follow these steps:
Step 1
From the homepage, hover over the navigation menu item “Sales Playbooks.”
Step 2
Click on “Product Playbooks” or “Sales Playbooks” from the drop-down menu.
Step 3
For product playbooks, find the product you want to learn more about and click on the product’s tile.
For solution playbooks, under the business size or industry, select the tile relevant to your search.
Step 4
You will find a list of assets that you can take actions on. Click on the customize and download action icon on the sales sheet.
Step 5
From the preview window, click on “Customize & download.”
Step 6
Edit the header and the product description by clicking on “Edit.”
Tip: Include your company name to further promote yourself.
Step 7
Whenever you finish an edit, make sure to click “Save.”
Step 8
To update the preview with your edits, click “Save & Refresh Preview.”
Step 9
If you wish to update your company logo and contact information for this sales sheet, you can do so under “Assets.”
Step 10
To download the customized sales sheet, click on “Download.”
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Executing Marketing Campaigns
The Marketing Campaigns section of the Go-to-Market Hub allows you to start a new campaign, search for assets that you want to use, keep track of the different assets you are using, manage contacts and marketing lists, as well as view and download reports.
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Searching for a product-based campaign
To search for a product-based campaign, follow these steps:
Step 1
Hover over “Marketing Campaigns” found on the Go-to-Market Hub homepage menu.
Step 2
Click on “Campaigns” from the drop-down menu.
Step 3
Underneath the search term field, you can narrow your search by product. Click on the field with the blue pencil titled “Product.”
Step 4
Uncheck “All” to clear the campaign list.
Step 5
Check any product campaigns that you wish to view.
Step 6
Once you have determined which campaign you want to use, click on the campaign tile.
Step 7
Once you have clicked on a campaign tile, click on an asset to add it to your account.
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Setting up and deploying a marketing email
You can add preconfigured email campaign templates and deploy them through the Go-to-Market Hub. To set up and deploy a marketing email, you need to first select a campaign. Follow these steps:
Step 1
From the Go-to-Market Hub dashboard, hover over “Marketing Campaigns.”
Step 2
Click on “Campaigns” from the drop-down menu.
Step 3
Click on a starter campaign tile.
Step 4
After selecting one of the starter campaigns, click on the asset under “Email.”
Step 5
Click on “Customize & Send.”
Step 6
Edit the content of the email either in-line or in table view.
Tip: Include your company name to further promote yourself.
Step 7
Import your mailing list or select a previously created contact group for this marketing campaign email.
Step 8
Edit the marketing assets (company name, address, etc.) if it needs to be different from your default settings.
Step 9
View what landing page is being used to confirm it is correct.
Tip: Submit a test lead on your landing page to ensure it’s being captured correctly within your lead management section.
Step 10
Add tasks and alerts, such as what type of feedback you want to receive or who should receive the information. You can also edit the information this person will receive.
Step 11
Send a test message to confirm what the mailing list recipients will see on their end.
Tip: Include your email address in your marketing lists list to confirm the final email was sent.
Step 12
Under “Schedule & Send,” you can select the date and time the campaign will launch and whether all emails will be sent at once or if you want to initiate the campaign with a daily limit.
Note: Before deploying, it is recommended that you review the campaign overview that is also found at the bottom of the page.
Step 13
To finish scheduling, click on “Schedule”.
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Activating and syncing social syndication
Activating and syncing social syndication is achieved by first selecting a campaign. If you have already added a campaign to your account, you can access it by hovering over “Marketing Campaigns,” click on “My Tactics,” then click on “Social” from the dashboard. Follow these steps to activate and sync social syndication:
Step 1
To select a new social campaign, hover over “Marketing Campaigns.”
Step 2
Click on “Campaigns” from the drop-down menu.
Step 3
Click on a starter campaign tile.
Step 4
After selecting one of the starter campaigns, scroll to the bottom and click on one of the Social assets.
Step 5
A new window will open that will give you two options: “Activate this Campaign” or “Download.” Click on “Activate this Campaign.”
Step 6
You will be prompted to authorize your member or company social account. Click on “Authorize.”
Step 7
This will take you to the social page where you will need to enter your social login info to complete the authorization.
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Customizing and downloading ad banners
To customize and download ad banners you must first select a campaign. If you have already added a campaign to your account, you can access it by hovering over “Marketing Campaigns,” click on “My Tactics,” then click on “Banner Ads” from the dashboard. Follow these steps to customize and download ad banners:
Step 1
To select a new ad banner, hover over “Marketing Campaigns.”
Step 2
Click on “Campaigns” from the drop-down menu.
Step 3
Click on a starter campaign tile.
Step 4
After clicking on the campaign you want to use, click on the banner asset you want to add to your account.
Step 5
A new window will open that will give you two options: “Customize & download” or “Download.” Click on “Customize & download.”
Step 6
You will find two fields that can be edited: Banner Content and the CTA. You can edit either by clicking on “Edit.”
Step 7
Whenever you finish an edit, make sure to click “Save.”
Step 8
To update the preview with your edits, click “Save & Refresh Preview.”
Step 9
When you have finished editing the banner, make sure you are under the dashboard tab titled “Banner.” Select “Download.”
Step 10
Choose where you want to download it in HTML or as an image.
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Managing your tactics
The My Tactics section of the Go-to-Market Hub allows you to manage email, social and banner ad assets. Additionally, you can review your campaign’s landing pages under forms, see what video assets you are using, and get a snapshot of your content syndication as well as the files you have downloaded (such as sales sheets). To manage your tactics, follow these steps:
Step 1
From the homepage, hover over the menu item “Marketing Campaigns.”
Step 2
Click on “My Tactics.”
Step 3
Navigate to the relevant area to see the assets currently active on your account via the submenu
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Managing your tactics settings
To manage your tactics settings, follow these steps:
Step 1
From the homepage, hover over the menu item “Marketing Campaigns.”
Step 2
Click on “Settings” from the drop-down menu.
Step 3
Click on the “Marketing Assets” tab.
Step 4
Change your company information. This information will populate your marketing assets.
Note: This company information will apply to all users under this account.
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Importing and managing your marketing lists (groups)
In the Go-to-Market Hub, marketing lists are called groups. You can break out your marketing lists into different groups, allowing you to be more organized and keep track of different customer segments. To import marketing lists, you must first create a group. Follow these steps:
Step 1
Hover over “Marketing Campaigns” from the Go-to-Market Hub dashboard.
Step 2
Click on “Groups” from the drop-down menu.
Step 3
Click “+ Add New” at the top of the page.
Step 4
Fill out the fields provided.
Step 5
Click “Save” to create the new group.
Step 6
Once you have created a new group, you will be brought to a page that will have options to enable you to add customers to this group.
Tip: Include your email address in your marketing lists list to confirm the final email was sent.
Step 7
To import, click on “Import”.
Step 8
Choose the necessary file to upload it to the group.
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Searching for contacts
To search for contacts, follow these steps:
Step 1
Hover over “Marketing Campaigns” from the homepage.
Step 2
Click on “Contacts” from the drop-down menu.
Step 3
You may enter searches into one or all three of the following fields: last name, company name and email.
Step 4
Narrow the search by groups you have created or by record type (accounts or contacts only).
Step 5
Once you have entered in all the necessary search information, click “Search.”
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Managing your leads
To manage leads, you need to select “Lead Management.” Follow these steps:
Step 1
From the Go-to-Market Hub homepage, click on the drop-down menu item in the right-hand corner of the homepage titled “Marketing Center.”
Step 2
Click on “Lead Management.”
Step 3
From the new menu, click on “Leads.”
Leads are broken down by several columns that can be sorted by selecting the column name. The following are the column names defined:
- Subject: This is the subject line of the lead. This displays the name of the campaign and if it was an inbound call or form submission
- Contact: Displays the lead's contact information
- Follow Up: Provides you with an estimated follow-up date
- Stage: Displays the stage the lead is in
- Assigned: Displays the user the lead is assigned to
- Created: Displays the date the lead was originally created
- Source: Displays the source of the lead (form, inbound call)
Click the arrow next to the Lead Subject to view more options for managing the lead. The following are the available managing options:
- Edit this contact
- Enter a note
- Send an email
- New calendar entry
- View activity
To view the lead details, click on “Lead Subject. To view or modify the contact information, click on the name of the contact.
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Managing leads
To conduct different actions on a lead, you can create new tasks under the Leads section of the Lead Management area.
To set a follow-up date, follow these steps:
Step 1
To set a follow-up date, click on “+ New Task.”
Step 2
In this new section, fill out the provided fields.
Step 3
To set a follow-up date, choose a date under the field “Follow Up” by either clicking on the date field or the calendar icon.
Step 4
Click on “Save” if you wish to stay in this window to do other tasks or click on “Save & Close” if you are finished.
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Downloading and analyzing reports
You can either view and analyze reports in the Go-to-Market Hub or you can download them. To download reports, follow these steps:
Step 1
Hover over “Marketing Campaigns” on the Go-to-Market Hub homepage.
Step 2
Click on “My Tactics” from the drop-down menu.
Step 3
From the submenu, select either “Email, “Social” or “Banner Ads” to see a list of all active campaigns under one of those categories.
Step 4
Click on the campaign name.
Step 5
Click on the submenu item “Reports.”
Step 6
Under Reports, you will be able to view the Campaign Summary. For Email and Banner Ad campaigns, you can print the report by clicking on “Print.”
For Social campaigns, you can download the report as a PDF by clicking on “PDF.”
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Leveraging Insights & Tools
Insights & Tools is where you will find information about the Ingram Micro Cloud, learn about the Cloud Awesomeness Roadmap, stay up to date on the latest industry trends, view archived and upcoming webinars, and a listing of events.
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Downloading white papers
There are three topics that currently have downloadable white papers. These topics include Ingram Micro Cloud, Cloud Awesomeness Roadmap and Industry Trends. When you click into any one of these topics, you will find a list of assets with descriptions of each. Follow these steps:
Step 1
To access assets from these four topics, select Insights & Tools from the Go-to-Market Hub homepage menu.
Step 2
There are three topics that currently have downloadable white papers. These topics are Ingram Micro Cloud, Cloud Awesomeness Roadmap and Industry Trends found on the navigation menu on the left side of the page. Click on a topic.
Step 3
After clicking into a topic, you will find a list of assets with descriptions of each. To download a white paper, click on the download button found under “Actions.”
Step 4
You will be taken to a new window where you can view the white paper and download it.
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Viewing the events calendar
The Events Calendar is where you can view upcoming webinars, events and archived webinars that you may have missed. To view the events, follow these steps:
Step 1
Click on Insights & Tools on the Go-to-Market Hub homepage.
Step 2
Click on “Webinars & Events” from the submenu found to the left of the list of assets.
Step 3
In the top category titled “Upcoming Events,” click on the blue arrow to the right of “All Ingram Micro Events.”
Step 4
This will take you to a new page where you can view the entire calendar for the year. You can filter the listed events by keyword, audience and event type. Click on an event image to view the event details.
Step 5
After clicking into an event, you can read a summary about the event, where it is being held, and on what dates and times.
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Viewing archived webinars
If you miss a webinar, you can view them by finding them under “Archived Webinars.” To view a past webinar, follow these steps:
Step 1
Click on “Insights & Tools” on the Go-to-Market Hub homepage.
Step 2
Click on “Webinars & Events” from the submenu found to the left of the list of assets.
Step 3
Scroll to the bottom of the page to find the section titled “Archived Webinars.”
Step 4
Any webinars listed here can be viewed by clicking on the play button found under “Actions.”
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Registering for upcoming webinars
You can register for upcoming webinars through the Go-to-Market Hub. To view upcoming webinars and to register, follow these steps:
Step 1
Click on “Insights & Tools” on the Go-to-Market Hub homepage.
Step 2
Click on “Webinars & Events” from the submenu found to the left of the list of assets.
Step 3
Scroll to the section titled “Upcoming Webinars” found directly beneath “Upcoming Events.”
Step 4
To register for a webinar, click on the arrow in the “Actions” column to the right of the specific webinar.
Step 5
This will take you to a form that will include the webinar topic, a description of what will be discussed, and what time it will be hosted. Beneath this information, there will be fields that you will need to fill out with your information.
Step 6
After filling in all necessary information into the provided fields, click “Register” at the bottom of the form to complete the process.
Note: You may use the social media icons found at the top of the form to share this event with your networks and social media channels.
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Viewing News & Updates
News & Updates is meant to be used as a resource to stay up to date on current market trends, technology and companies that are impacting the cloud industry globally. You will find blog articles that cover these topics.
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Reading blog articles
To read a blog article, follow these steps:
Step 1
From the Go-to-Market Hub homepage, click on the menu item “News & Updates”.
Step 2
This will take you to a list of blog articles that can be read. To read a blog article, click on the button “Read.”
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Using Support
There are two main ways to get support: online and calling customer support. Depending on your situation, one may be more relevant to your needs. We will discuss how to use each one in the following sections.
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Getting online support
Customer support, called L2 Channel Support, is for the Ingram Micro Cloud Marketplace. The L2 Channel directory can be accessed from the Cloud Marketplace Control Panel.
To do so, follow these steps:
Step 1
Log in to the Cloud Marketplace.
Step 2
Enter your Ingram Micro Reseller credentials to log in to your account.
Step 3
Next to your name in the top right corner, click on “Help.”
Step 4
Click on “Support Contacts” from the drop-down menu.
Step 5
Click on “Available” under the Chat column if it is available. If it is not, you can call the phone number listed or send an email to the provided address. Support options will vary by country.
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Using contextual help
To learn how to accomplish tasks in the Go-to-Market Hub with a more hands-on approach, or if you have forgotten how to do a task, you can use the contextual help. This is found by clicking on the button “Need Help?” This button can be found in the bottom right of your screen on the Go-to-Market Hub homepage. After clicking on “Need Help?”, a menu will open where you can locate your desired task.
To use contextual help, follow these steps:
Step 1
Find the “Need Help?” menu button in the bottom right of your screen on the Go-to-Market Hub homepage.
Step 2
Click on the “Need Help?” menu button to open navigation.
Step 3
Click on a section title to see all tasks within it.
Step 4
Click on a task. A pop-up window will appear in the center of your screen with a “Start” button.
Step 5
Click on “Start” to initiate the contextual help for the selected task.
Step 6
As you follow the steps provided by the contextual help, a new step will appear. Follow the steps until you have completed the task.
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Finding support articles
The support area of the Go-to-Market Hub has articles that will show you how to carry out different tasks. Additionally, you can find help videos and release notes.
To find support articles, follow these steps:
Step 1
Click on “Support” from the Go-to-Market Hub homepage.
Step 2
Under “Help Articles” you can select one of the top articles from the list.
Step 3
You can also use the navigation menu on the left side of the screen to search for a task under a topic.
Step 4
To search for a specific task, you can use the search bar located at the top of the page.
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Calling customer support
Depending on your country, support may be available only via chat or email. To determine if your country has call support, follow these steps:
Step 1
Log in to the Cloud Marketplace.
Step 2
Enter your Ingram Micro Reseller credentials to log in to your account.
Step 3
Next to your name in the top right corner, click on “Help.”
Step 4
Click on “Support Contact” from the drop-down menu.
Step 5
Find your country in the directory. Use the number provided if call support is available.
