Onboarding is a critical factor in partner engagement and channel success. By providing a structured path to progress, you can guide your partners to the content and actions that will make your relationship mutually profitable. You can communicate what is expected and how they can meet those expectations.
An onboarding plan is a staged path that requires partners to complete specific tasks or steps before they can progress to the next stage. To encourage partners to maintain momentum, it is common to provide additional benefits for later stages.
You can create multiple onboarding plans to support the needs of different partners; for example, you could create regional or industry-specific plans that would deliver relevant content to specific partner groups. The most common use of onboarding plans is to help new partners acclimatize to your channel ecosystem. However, you can also use onboarding plans to provide special support to distinct partner groups.
Unifyr provides the option to translate your Onboarding Plan into multiple languages. For more information, see Translate an Onboarding Plan.
Like all other elements in your Unifyr implementation, your partner onboarding efforts should be closely aligned with your channel program objectives. You should aim to deliver an onboarding program that incrementally builds the partner's confidence and abilities to generate new business. Onboarding programs are highly adaptable and can incorporate a variety of activities that a partner can complete on- and off-system. You can incorporate training and content resources as well as activities that the partner can take to demonstrate their engagement.
You have two options for giving your partners their Onboarding Plan:
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Onboarding IQ - an integrated assistant that gives users realtime guidance on what they need to do, encourages them to navigate through the plan with personalized task suggestions and messaging, and tracks their progress
Onboarding IQ is an AI agent. For information about enabling it for your partners, see About Onboarding IQ and Automated Assistance with Unifyr IQ's AI Agents.
- A custom page in the partner portal where users can see the tasks they need to complete, with links to the relevant portal pages or other apps, and a list-based progress tracker
For more information, see Communicate Your Onboarding Plan to Partners.
Before You Begin
Work with your Unifyr team to define your corporate success plan, if you haven't already. The success plan contains your goals and will help to guide the Onboarding Plan for partners.
Consider if/how onboarding tasks need to be segmented to different partner groups.
Decide how you will deliver Onboarding Plan(s) to your partners.
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