The Partner Program page is a powerful tool designed to help software providers establish, manage, and enhance their relationships with partners. This feature enables providers to create tailored programs that align with their business goals, offering clear benefits, rewards, and guidelines for partners. The Partner Program page comprises several key sections to facilitate seamless setup, customization, and management.
Program List
The Program List is where providers can create, manage, and edit partner programs. This section includes powerful tools to ensure ease of use and comprehensive functionality.
Creating a Partner Program
Click the "Create Partner Program" button to access the setup interface. The creation process includes multiple detailed steps:
Partner Program information:
- Program name: Enter a name for your program. This will also be used in the URL for your program page.
- Description: This is an optional field for Adding a detailed description to explain the program's purpose and benefits to potential partners.
Partner program rewards:
Motivate your partners by offering rewards.
- Reward name*: Search and select an existing reward or create a new one to associate with the program.
Refer to this article for more information on how to set up the Rewards.
Eligible partners
Define eligibility criteria for partners to ensure the program targets the right audience. The following fields are available for configuration:
Partner type: This is a mandatory field. You can select one or multiple partner types to define eligibility.
Partner group: First, choose a partner type. Once selected, the corresponding partner groups (if configured in the settings) will become visible for selection.
Region: Choose the relevant region(s) where the program will apply.
Country: Specify the country or countries eligible for the program.
Service category: Define the service categories relevant to the program.
Industries: Select the applicable industries for targeting partners.
Note: The AND rule applies between these fields. All selected conditions must be met for partners to be eligible for the program.
Cross Program Check button
The Cross Program Check button is a useful tool for determining whether any eligible partners for the current program have already been assigned to another Partner Program.
How it works:
- Once you define the eligibility criteria for your Partner Program (e.g., Partner Type, Group, Region, etc.), the system performs a check.
- By clicking the Cross Program Check button, you can view a list of partners who meet the eligibility criteria but are already enrolled in other active programs.
Key benefits:
- Prevents overlap and redundancy in partner assignments.
- Helps you better manage program exclusivity and partner participation.
- Provides a clear view of partner allocation across programs.
This feature ensures streamlined management and avoids potential conflicts between Partner Programs.
Tiers for performance
Set performance-based tiers to incentivize partners. Based on performance, each tier will be upgraded to the next tier automatically and the calculation frequency is 24 hours. The downgrade would not happen automatically unless the provider does it manually.
- Tiers: Assign benchmarks and thresholds for each tier. You can select from existing tiers or create new ones to align with your program’s goals.
Tier setup
Select or add a tier to display the predefined table below.
Note that the table’s content and titles cannot be added, removed, or edited.
To remove a tier, click the three-line menu next to the title.
Example: Tier points calculation
Under the table titled “Update LMS Courses Completion Points for Test Tier”, the user can modify the following fields:
- Condition: Select the desired operator from the dropdown menu.
- Threshold Value: Enter the required value (numerical).
- Points: Assign points based on the specified threshold value.
Tiers: Silver, Gold, Platinum
Total Points:
Silver: 50 points
Gold: 150 points (50 + 100)
Platinum: 290 points (150 + 140)
Customizing Partner Program pages
This section provides tools to customize the presentation and layout of Partner Program pages, ensuring they align with the provider's branding and meet partners' expectations.
Partner Program overview page
- This is the main page where potential partners can learn about your program and decide to join.
- Action: Use the Customize option to edit the design and layout for branding and informational purposes.
Pages: General layout options for the page.
Sections: Editable areas such as the header and footer. (Note: Some fields require edits in HTML or CSS.)
Themes: Visual styles, including colors and typography.
Customizing and editing:
Users can edit branding, layout, and content directly within the builder.
For Page Sections, specific fields like the Header and Footer may require HTML or CSS customization.
Once edits are made, clicking on Preview will display how the page will appear to end users. Further customization is possible after previewing.
Partner Application Submission Page
- This is the form partners will use to submit their information and apply to join your program.
- Action: Use the Customize option to design the application form and optimize the submission process.
Customize Feature
This page shares customization options similar to the Partner Program Overview Page, with slight variations.
Activate or Deactivate a Partner Program.
To manage the status of a Partner Program, a radio button is available for activation.
- Activate the Program: Select the radio button to activate the program, making it live and accessible in the Partner Directory. Partners can then view and participate in the program.
- Deactivate the Program: De-select the radio button to deactivate the program. This makes it temporarily unavailable to partners while keeping all data intact for future use or updates.
This simple toggle ensures easy control over when a program is visible to your partners.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.
