Overview
Partner tiers are a fundamental component of any structured partner program, allowing vendors to categorize partners based on performance, commitment, or other criteria. This module provides the tools for administrators to define and manage these tiers, ensuring that partners are appropriately segmented and receive the benefits and incentives commensurate with their level. By configuring specific attributes and rules for each tier, such as required business plans, agreement types, commission rates, or revenue targets, the platform automates much of the tier management process, including potential auto-promotion or demotion based on partner activity and performance.
Effective tier management is critical for driving partner engagement and growth. It enables vendors to offer differentiated support, access to resources, and financial incentives, motivating partners to achieve higher performance levels. The ability to assign specific commission rules and reward point distributions directly to tiers streamlines incentive management, ensuring that partners are rewarded according to their tier-based eligibility. This detailed configuration helps in creating a clear progression path for partners, fostering a competitive yet supportive ecosystem.
Accessing and Filtering Partner Tiers
Click the Channel Partner JX (Bronze Partner) link to view the details of that partner tier.
Viewing Partner Tier Details
This screen displays the detailed configuration for a specific Partner Tier, providing a comprehensive overview of its attributes, associated commission rules, and reward point distribution. Partner Tiers are a core component of the Onboard module, defining performance levels (e.g., Bronze, Silver, Gold) that partners can achieve. Each tier is characterized by specific criteria, benefits, and rules that govern partner progression and access to various program elements. Administrators use this view to understand the requirements for a tier, the benefits partners in that tier receive, and how commission rules and reward points are structured for them. This level of detail is crucial for managing the partner lifecycle, ensuring partners are correctly categorized, and that the incentives align with the program's strategic goals.
Review the details of the selected partner tier, including its information, attributes, badges, commission rules, and reward point distribution.
Buttons
| Button | Description |
|---|---|
| Edit | Click to modify the details of this partner tier. |
| Delete | Click to remove this partner tier from the system. |
| Add | Click to add a new partner tier attribute. |
| Add | Click to add a new badge to this tier. |
| Add | Click to add a new commission rule. |
| Add | Click to add a new reward point distribution rule. |
Partner Tier Information
| Field | Description |
|---|---|
| Name | The name of the partner tier, such as 'Channel Partner JX (Bronze Partner)'. |
| Profile | The profile associated with this partner tier. |
| Description | A brief explanation of the tier's purpose and requirements. |
| Earned Benefits | The benefits associated with this partner tier, such as 'Rewards'. |
| Group | The group to which this partner tier belongs. |
Partner Tier Attributes
| Column | Description |
|---|---|
| Action | Icons to edit or delete a specific partner tier attribute. |
| Partner Tier Attribute Name | The name of the attribute that defines the tier, such as 'Approved Annual Business Plan' or 'Commission Rate'. |
| Compare | The comparison type used for the attribute, such as 'Equals' or 'Greater than'. |
| Compare Operator | The operator used for comparison, such as '=' or '>'. |
| Value | The value against which the attribute is compared. |
Commission Rules
| Column | Description |
|---|---|
| Action | Icons to edit or delete a specific commission rule. |
| Name | The name of the commission rule, such as 'FY23Q4 Commission Rule For Software Sales'. |
| Start Date | The date when the commission rule becomes active. |
| End Date | The date when the commission rule expires. |
| Description | A brief description of the commission rule. |