Creating a Success Plan Strategy

Before creating a Success Plan for a partner, you must first create a Strategy. The Strategy acts as a reusable template with configurable goals that can be associated with specific partner groups. You can create multiple Strategies to support the needs of different partner groups.

The Strategy helps you scale your Success Plans so you can apply a consistent approach to planning across a large number of partners.

1. Navigate to Partner Management > Success Plans.
2. Click View Strategies.

3. Click Create Strategy.

   

4. Provide the following information:

   Parameter	Type	Description
   Name	Text	The unique identifier for this Strategy. For example, if this strategy is for North American partners in 2024, you could name it FY2024 North American Partners. When this strategy is added to a Success Plan, this value forms the Success Plan title that the partner sees in the Partner Portal.
   Start/End Date	Date	The validity dates for the Strategy (and the plan it's associated with). Set the Start Date of the strategy. The End Date automatically sets to one year after the Start Date.
   Partner Groups	Drop Down	[Optional] The partner groups with which to associate the Strategy.  When you create a Success Plan and include this Strategy, you will target the Success Plan to one of the partners in this group. If you don't select a Partner Group here, the Strategy will be available for all your partners.
   Description	Text	[Optional] More information about the Strategy. The description is supplier-facing. It can be used to provide additional information for CAMs to effectively manage the Strategy. This is especially useful if you have multiple Strategies.
   Available Goals	Click and Drag	The Goals (actions) to include in the Strategy. Available Goals lists the Goals that can be added to the Strategy. Plan Goals lists the Goals that have already been added to the Strategy. Drag-and-drop Goals from Available Goals to Plan Goals as required. Use Goal Groups to organize the Goals as required. A newly created Strategy includes a single Goal Group (labeled New Group, as shown below). You can rename it using the Edit button. You can also create more Goal Groups using the Create Group button.  As you drop available goals into the Plan Goals panel, you will be shown any configurable options that need to be set. You can add a goal to a Goal Group multiple times and to multiple Goal Groups if needed. When Goals are added to a Goal Group, you can rename them with the Edit button. This allows you to use consistent terminology with your partners.  These Goals are available (note that you add the actual target for each Goal in the partner-specific Success Plan in which the Strategy is included): Approved Accounts - achieve a minimum number of approved deal accounts. The goal target will be a numeric value. Approved Registered Deals - create a minimum number of approved registered deals. You can also specify the Deal Type and Product(s) here. Only deals matching the deal type and product(s) specified will contribute to a partner’s goal target. Campaign Leads - capture a target number of leads using campaigns associated with specific tags set on your supplier-created Campaigns. These activities within a campaign count towards the leads for this goal: Ad Campaigns, Emails, Workflows, Microsites, Panels, Social Posts with Form, and Custom Activities. Closed Won Total Deals Amount - close a total value of Closed/Won Deals. The goal target will be a numeric value and currency must be selected. You can also specify the Deal Type and Product(s) here. Only deals matching the deal type, currency, and product(s) specified will contribute to a partner’s goal target. Completed Certifications - a target number of a partner’s users must have completed a specific certification in their Partner Portal. Custom Partner Field (Numeric) - meet a target based upon any of the numeric Custom Partner Fields configured in your supplier account. Registered Leads - obtain a target number of registered leads outside of campaign-generated leads. This goal counts contacts registered as leads or leads registered directly by the partner on their Success Plan in the Partner Portal. Partners can view and track their progress against these goals on the Partner Portal.

5. Click Save.