Add a New Resource Document

Create value and share information with in a user's profile such as a welcome packet, freebies, and anything else helpful to your users.

1. From your dashboard select MORE. 

2. Select Advance Builders

3. Select Resource Library Builder
4. Select Add Resource

5.  Complete the information to add the resource. 

6. Select Add. 

7  The resource will now be added to the Resource section in profile when users fit the correct criteria. 

Add the Resource Section to a Profile

1. From the dashboard, select More.

2. Select Application and Profile Builder. 

3. Filter and select Profile to quickly sort profiles. 

4. Select the Pencil Icon on the profile you'd like to update. 

5. Select Add Field (in red).

6. Label the Field (in blue).

7. Select the Equal Sign Icon to select a Preset Section

8. Select Resource as the preset (in red).

9. Select Save (in blue).

10. Now the resource will appear in the resource section on the profile. 

Now It's Your Turn

Select Resource Manager in Others. Now add a resource (even if it is just a test document or URL)