A Guide to the Brand Partner Portal Week 3 – The Website Integration Function

Week 3 of our six-part series “Everything You’ve Ever Wanted to Know About the Brand Partner Portal” takes us through the Website Integration function.

Welcome to Week Three of the Brand Partner Portal (BPP) overview! Last week we wrote to you about the I&A Integration function. If you missed it, you can click here to view all the articles in this series so far.  This week, we’re looking at the Website Integration function – we recommend sharing this article with the staff member at your organisation who manages your website.

Website Integration is the BPP function that will make your organisation’s Services & Shops (and shortly Events & Activities) searchable for the 2 million monthly viewers of the Age UK website. This function will increase traffic to local websites by increasing visibility of local service/shop/event offerings to visitors on the national website. It will also allow users to filter results on your own site so they can more easily find what they are looking for.

Changes to the way your website works

In order to achieve this searchability, we need to make some changes to the way you upload content to your website. Currently, websites are created and managed through Episerver – a Content Management System (CMS). However, in order to allow your services/shops/events to be searchable through the national site and to be filtered on your own site, we need to restructure the way this information is input into your websites.

This will happen through a process known as content rationalisation and migration.

What is Content Rationalisation and Migration?

This is a lot easier than it sounds! We’ve created some dedicated templates for partners to use for uploading Services/Shops/Events to their websites. In the first instance, we’ll be asking you to simply move your existing Services/Shops/Events website info into these templates. Once this is complete, we will be supporting you to then replace your existing Services/Shops/Events pages with these new portal pages.

This exercise is a one-off. Once you’ve moved the existing content, adding and updating Services/Shops/Events will simply happen as usual except this time, you’ll be inputting this new information into the portal templates instead of into the CMS.

We will be guiding you through this process to make the transition as smooth as possible – you can find out more about this in the next section.

The new portal pages will still be found under the same navigation bar you currently have on your websites (see below).

Once your Services/Events/Shops information is migrated to the new templates, not only will the information be searchable through the national website, it will also be searchable on your own site. Users will be able to filter results to find exactly the Service/Event/Shop they are looking for.

See below for an example of what this will look like. In the example, we have filtered the results to only show us Day Care Centre Services.

Guiding you through the process

The initial migration of existing content to the new portal templates is underway. We’re running a series of 6 “Sprints” to help partners through this process.

Sprints are blocks of time in which we help partners to upload their Services and Shops content into the BPP. Some of you have already been part of our Website Integration sprints and we are currently in Sprint 3. We’ve been working hard to streamline this process for partners and our current sprint is running like clockwork.

For those brand partners who have not yet joined a Website Integration sprint, this is what you can expect:

1. Overview webinar – A couple of weeks before the sprint begins, we’ll run an overview webinar for your teams to give them an idea of what to expect and how they can prepare for the sprint.

2. Kick-off workshop – This is when we go over the nuts and bolts of the website integration process with the brand partners’ lead person. This is usually your website lead or marketing person.

3. 1 to 1 Meetings – Our team holds 1 to 1 meetings with each brand partner on the sprint to go over the details of the portal templates and to support you with any questions you might have. These happen in the first two weeks of the sprint.

4. Weekly drop-ins – we also hold a weekly drop-in session with our team. This is where you can come along to ask us any questions that may come up while you are adding your content to the portal. Though each session has a subject theme, we also encourage partners to treat it as an open forum for questions/suggestions/discussion.

5. Content deadline – the sprints give partners about 2 months to complete their content entry.

6. Content checking – once the content has been submitted, our team will check it and discuss any necessary amendments with you.

7. Integration Meeting – once we’re sure that all the content is sound we’ll schedule you in for a website integration meeting where we integrate your portal pages with your website and make it public-facing.

Our final two sprints are Sprint 5 (starting Jan 2023) and Sprint 6 (starting May 2023).

If you are not yet signed up to a sprint, please get in touch with us at portalaccess@ageuk.org.uk. We currently have space available on Sprints 5 and 6.

Progress so far

  • 7 brand partners have completed the process and the portal pages for their Services and Shops are integrated with their website
  • 25 brand partners are going through their integration meetings now and their new content will shortly be public-facing.
  • 19 brand partners are taking part in Sprint 3
  • 25 brand partners are signed up for Sprint 4 (Sept-Dec 22)

Our final two sprints are Sprint 5 (starting Jan 2023) and Sprint 6 (starting May 2023).

If you are not yet signed up to a sprint, please get in touch with us at portalaccess@ageuk.org.uk. We currently have space available on Sprints 5 and 6.

Live Demonstration

We will be running a live demonstration of a website integration at our drop-in session on Wednesday the 1st of June from 10.30-11.30. Age UK Cheshire have kindly agreed to take part in this demonstration, so that other partners can see what this part of the process looks like. If you are interested in joining us, please email portalaccess@ageuk.org.uk and we’ll forward you the invite.

How to find the Website Integration function on the BPP

Once you’ve booked onto a Sprint and completed the process, this is where you will manage any new Services/Shops/Events going forward.

Brand partners can login to the portal (as described in the Introduction to this series) and choose the tile called My Portal (see below outlined in red).

From here, you will be taken to another page with a number of options for entering content into your portal pages:

We’ll discuss the tile called Our Organisation Info next time. But the other five tiles in this view are where you will manage your portal content.

We have developed portal driven templates for you to use for your organisation’s Services and Shops content. (NB- The Events/Activities templates and functionality are still in development.)  The templates are straightforward to use. You can see a clipped example of the template to enter a new service into the portal below:

The content in these templates live inside the portal and the data is searchable by the national website’s local directory.* This means that when someone comes to the Age UK website looking for services/shops/events in their area, the results they receive will be for the brand partner nearest to them.

When the user clicks on those results, they are seamlessly transitioned to the brand partner’s website. The user is not aware that they’ve moved from the national to the local website so the experience feels consistent for them. The new templates will also allow users to filter results on your Services/Shops/Events pages.

* The local directory feature has not yet been switched on. We are waiting for enough partner websites to be integrated to ensure that users have a good experience with the results coming back for their search. We anticipate this will be late summer/early autumn.

Until next time!

If you have any questions about a particular BPP function mentioned above and would like to explore how this can help your organisation, please feel free to get in touch via email on portalaccess@ageuk.org.uk.

Thanks for sticking with us during this series. Next week we’re taking a break due to the shortened bank holiday week, but we’ll be back the week commencing 6th June to look at the Organisation Info function. See you then!

Best wishes,

Alisa Yingling
Programme Manager

Brand Partner Portal
Age UK

Author: ageukcomms

Age UK

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.