Overview
Effective partner program management is crucial for scaling a channel ecosystem. This module provides administrators with the tools to define distinct programs tailored to different partner types or business objectives, such as 'New Partners Onboarding Program' or 'Technical Onboarding Program.' Each program can have its own set of rules, agreements, training requirements, and benefits, which are configured and managed here. This structured approach ensures that partners are onboarded efficiently and guided through the appropriate journey, ultimately leading to higher engagement and productivity.
Accessing and Viewing Programs
This screen displays a comprehensive overview of all partner programs configured within the UPM platform. Each program is represented by a card, providing a visual summary and allowing administrators to quickly identify and manage different onboarding and engagement tracks for various partner types. This view is central to the Onboard module, as it enables the creation and organization of the structured environments partners will enroll in, defining their journey from recruitment through active participation.