Define a Partner Program

The process for defining a partner program involves the following steps:

1. Create or Update a Partner Program.

   Channel managers define the case for the program, indicate the benefits, and costs to maintain the program over its term. They also determine the scope of availability of the program by using countries. Channel managers can also establish goals or targets for the program, like: enrollments, units sold through, market coverage growth. Channel managers work with a number of internal functions like channels marketing, strategy, operations, and business practices to define the characteristics and proposed roll out schedule of a program.

   Note: The process of defining a program can span over weeks or months.

2. Define or update program summary.

   Channel managers define the program summary information and set the program to Draft status. The program can be partially saved at any point in the process. Channel managers design the offering to position and sell the program to prospective partners.

3. Define or update program benefits.

   Channel managers can also define the proposed benefits for the program.

4. Publish the program (submit it for approval).

5. Review Program for Approval.

   Workflow approvals are then submitted to the manager to review the program as defined, and approve the program for release or publication. Approvers do the following:

   1. Receive a notification of pending workflow item.

   2. Open the item and review the summary, benefits, and tiers.

   3. Approve or reject, programs using configurable approval workflows.

      Channel managers can release the program when it's approved.