Allowing Prospective Partners to Register

The first priority for any channel program is to enrol partners. The entire purpose of a channel program is to recruit partners who will sell on your behalf. The strategy and objectives of your recruitment plan will have been described as part of the Channel Success Plan.

Unifyr One supports two approaches to partner recruitment; inviting prospective partners to join and allowing prospective partners to self-register from your portal. This article describes the self-registration options.

For information about the invitation process, see Inviting New Partners.

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Standard registration form

Find Partners option for new partner users

Auto-approved registration for new partner users

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Standard registration form

The Logged Out view of your partner portal is a great place to promote your channel program to prospective partners. The content you publish here can describe the benefits and incentives of participating in your channel program.

The Logged Out view usually includes a link or button for partners to register with you. You can add the link to any custom page in the portal. When a visitor clicks this link, they are taken to the partner registration form. Once they submit their application, they will be shown an acknowledgment page with instructions for the next steps. 

Unifyr One provides a basic registration form (Partner Registration Portal) that captures the information that is required as a minimum for the effective management of your partner database - company name, and individual user's email address, and first and last name. You can request additional information by adding your Custom Fields to the form. for more information, see Form Configuration.

Your recruitment plan will determine whether applicants are auto-approved as partners (called Auto Onboarding in Unifyr One) or if a manual review and approval are required. For more information about the approval strategies offered in Unifyr One, see About Pending Partners.

If approvals are required, follow the Approve a Partner's Pending Registration procedure to finalize the registration.

Find Partners option for new partner users

You can offer a Find Partners option for registration. This will allow potential partners to view a list of partner accounts that match the domain of their email address and choose to join one. This option can also be added to the Logged Out view of your portal.

Auto-approved registration for new partner users

You can allow your partners to have their new partner user registrations auto-approved, if the user’s email address is from the same domain as all the existing users in the partner account.

Before You Begin

Discuss these options with your Unifyr One team:

• Decide if you want to use custom Partner fields in your registration form
• Set up your approval options
• If manual approval is configured, decide who should be notified of new pending partner requests.

Contents

Click + to expand the section.

Set up your Partner Registration Form

To set up your partner registration form:

1. Navigate to   > Settings > Forms & Fields.
2. Choose the Partner category.
3. In the Custom Fields tab, review which fields you have available. Add others as required. For information on managing custom fields, see Custom Fields.
4. Navigate to the Forms tab.
5. Select Partner Registration Portal - this is a default form provided by Unifyr One.
6. Drag and drop fields as required into the form, and set their display options. For more information, see Form Configuration.
7. Add the form to a page in your partner portal, using the Partner Registration dynamic content widget to display the form. Usually the form appears in the Logged Out view of the site, but you can add to any custom page. For more information, see Creating/Editing Custom Pages and Advanced Custom Page Editing.

8. Add the page to your portal's site navigation. For more information, see Adding Custom Pages to the Partner Portal.

   If you've added the form to the Logged Out view of your portal, this step isn't required.

Add a Find Partners option to Partner Registration

To add the Find Partners option for partner registration, use the dynamic content widget Find My Partner Registration in a custom page:

1. Create or edit a custom page and add the dynamic content widget. For more information, see Adding Dynamic Content to a Custom Page.

   If you're adding to a logged out view, ensure that the custom page has Requires Partner Login? disabled or you won't be able to select it.

2. Add the custom page to the site navigation in your portal, usually to the Logged Out view. For more information, see Adding Custom Pages to the Partner Portal.

Auto-Approve New Partner Users Based on Email Domain

As a supplier, you can allow your partners to have new user registrations to their partner account auto-approved, if the user’s email address is from the same domain as all the existing users in the partner account. If the partner sets up this option, any new registrations will be effective immediately, they do not need to wait for the partner account administrator to approve them. The user will receive their welcome email, inviting them to set up a password to log in to the portal.

Auto-approval of partner registrations must be enabled on your system. Submit a request to your Unifyr One team if you want to provide it for your partners.

If the feature is enabled, a partner admin sees the User Auto-Approval page in their Account Settings. They can enable/disable auto-approval here.

Certain conditions must be met for a partner to enable the auto-approval option for their account:

• The partner's email domain is NOT a public/generic domain (gmail.com, outlook.com, etc.) . Contact your Unifyr One team if you need a full list of restricted domains.
• The partner's email domain is NOT used by any other partner account
• The partner's email domain is NOT used by any Unifyr internal accounts
• All existing users in the partner account share the same email domain (no multi-domain users exist in the account)

The admin sees an advisory message if their email domain is not eligible for auto-approval.

 Training

Learn more with our training course:

• Partner Management - Partner Registration

You will be prompted to log into your CustomerONE account to access the link.