When you log into the TrustRadius Vendor Portal you will land on the Dashboard. This article is designed to help you navigate around and from this page and to understand the information available to you.
At the top of your screen you will notice a blue banner with the text, “Return to legacy vendor portal”. This banner will allow you to navigate to all of the features and pages in the legacy experience.
When you are in the legacy vendor portal experience, you will see a blue banner at the top of your screen with the text, “Try our new vendor portal”. This banner will allow you to navigate to the new vendor portal Dashboard.
On the new Dashboard, menus are now on the left side of your screen. As we introduce new features and sections in the vendor portal, this menu will help you navigate through the experience. These links will allow you to navigate to all vendor portal features. Simply hover on the left bar to expand the menu.
To change the product you are viewing, you can leverage the product switcher built into the upper left corner of the header.
- Click on the product name currently displayed.
- A menu will open that contains the list of products for your company. These will be divided into "Subscribed" and "Not Subscribed" products, based on whether you have an active subscription with TrustRadius for a given product.
- Select the product you want to view, and the Dashboard will reload.
- Leverage the search feature to quickly find a specific product.
In the header of the Dashboard you will find a snapshot of some key metrics for your products. By default, you will see this data for the last 30 days. You can click on the time period to toggle to the last 60 or 90 days. Hovering on each metric will display a tooltip with a definition for that specific metric.
On the right side of the screen you will find a section called "Your Competition" which displays the page views for your named competitors. The products listed here represent the named competitors that are currently set for your product. If you want to add or modify your named competitors, select the "Add New" CTA to edit your product listing. For more information on updating your competitors, see the article "Updating Competitors - Product Listing".
Who's Checking You Out
Below the "Your Competition" section you will find another section called "Who's Checking You Out". This shows you a preview of some of the companies that have been researching your product on TrustRadius. These companies have been identified in intent data, and visitors from these companies have been engaging with your product by viewing your product listing, comparing your product to a competitor, reading a review, or a variety of other activities showing intent. Clicking "View All" will take you the Intent Report, if you are licensed to see all intent data for your product.
On the Dashboard you will find a new Activity Feed which includes cards with relevant information about important updates from TrustRadius, data specific to your products, information about new features and integrations, and more! These cards will change and will be used to introduce new and relevant information, so they are a great way to learn about what's new from TrustRadius!
Have questions? Check out our FAQs, and if you don't find what you're looking for please feel free to submit a support request.