Creating a Partner Tier Program

Partner Tier Programs are sequences of incremental achievement-driven Tiers. This procedure explains how to create the basic framework for a Tier program. Later sections tell you how to manage the Tiers in the program, the Goals (achievements) in each Tier for the user to complete, the Partner Groups that have access to the program, and the processing of Tier membership.

1. Navigate to Partner Management > Partners > Tier Programs.
2. Click Create Tier Program.

3. In the Create New Tier Program screen, provide the following information:

   Parameter	Type	Description
   Name	Text	Provide a unique name for the Tier Program.
   Display Name	Text	Provide the name of the Tier Program as it will appear to partners in the portal. Must be unique.
   Description	Text	Provide overview information about the objectives and strategy of this Tier Program.
   Partner Groups	Dropdown	Select the Partner Groups that are eligible for this program.
   Tiers	n/a	Default Tiers named Silver, Gold, and Platinum are provided. To change the name of a Tier, click on the name and enter the new name in the text box. Click Add to add new Tiers. To delete a Tier from the program, click its name then the red X next to it. You can change the list of Tiers and add images to them at a later stage - see How to Manage the Tiers in the Program below.

4. Click Save. The Tier Program edit screen opens, where you can:
   • Configure the program’s Tiers in Configure > Tiers
   • Manage the Goals for each Tier of the program in Configure > Goals 
   • Set up the processing of Tier information in Configure > Details

   

Example of a Tier Program

• Bronze Tier

  • (No prerequisite tier) Member of partner group AND achievement criteria At least 5 users have logged into the portal for the first time

  • Achievement Badge = Image of a Bronze medal

• Silver Tier

  • Completed Tier 1 AND Member of partner group AND achievement criteria Has updated their company profile once or more AND Has activated the campaign named Campaign with Agency Offering

  • Achievement Badge = Image of a Silver medal

• Gold Tier

  • Member of Tiers 1, 2 AND Member of partner group AND achievement criteria Has registered 100 leads

  • Achievement Badge = Image of a Gold medal

• Platinum Tier

  • Member of Tiers 1, 2, 3 AND Member of partner group AND achievement criteria Has closed deals to the value of $200,000

  • Achievement Badge = Image of a Platinum medal