What is the purpose of Programs Management in UPM?

Programs Management allows administrators to define and manage distinct partner programs within UPM. It serves as the central repository for configuring unique terms, onboarding workflows, and resources for each program.

What are 'Programs' in UPM?

Programs are the backbone of how vendors structure their partner ecosystem in UPM. They define specific terms, onboarding steps, and resources available to a particular group of partners.

Who uses the Programs Management feature?

UPM administrators use the Programs Management feature. Partners do not directly manage programs but are guided by them.

How do administrators access Programs Management?

Administrators access Programs Management by clicking 'Programs' in the left navigation menu within the Onboard Zone.

What can administrators do on the View Programs page?

On the View Programs page, administrators can review existing programs, search for specific programs, initiate the creation of new ones, filter the list, and edit or delete programs.

Manage Partner Programs in ZINFI UPM Platform

Overview

In UPM, 'Programs' are the backbone of how vendors structure their partner ecosystem. A program defines the specific terms, onboarding steps, and resources available to a particular group of partners. For instance, a vendor might have a 'Reseller Program' with one set of agreements and training, and an 'Affiliate Program' with entirely different requirements and incentives. This modular approach allows for immense flexibility in managing diverse partner relationships.

Administrators use Programs Management to design these distinct experiences, from the initial application form to the ongoing enablement content. Properly configured programs ensure that partners are onboarded efficiently, understand their commitments, and have access to the relevant tools and information, ultimately driving partner success and program scalability.

Key Features

Program Creation & Editing
Program Type Configuration
Onboarding Accreditation
Search & Filter Programs
Program Card View
Program Details Overview

Accessing Programs Management

Onboard Zone overview with Programs menu expanded

Click Programs in the left navigation menu to access the Programs list page.

Viewing Programs

The View Programs page within the Onboard module displays a list of all configured partner programs. These programs define the specific onboarding journey, terms, and benefits for different categories of partners, such as resellers, affiliates, or technical partners. Each program card provides a summary of its purpose, type, and accreditation status, allowing administrators to quickly understand its scope. This screen is crucial for managing the various pathways partners can take within the the platform ecosystem, enabling the vendor to tailor the partner experience and ensure effective integration and enablement. Administrators can use this view to review existing programs, search for specific programs, or initiate the creation of new ones.

Review the list of existing partner programs displayed on the View Programs page.

Buttons

Button	Description
Add	Initiates the process to create a new partner program.
Filter	Applies filters to narrow down the displayed list of programs based on various criteria.
Edit	Modifies the details of the program.
Delete	Removes the program.

Fields

Field	Description
Sort By	Opens a dropdown menu to select criteria for sorting the list of programs.
Search Program	An input field to search for specific programs by name or keywords.

This screen displays a grid view of all configured partner programs within the Onboard module. Each program is represented by a card that includes an image, the program's name, and a brief description, allowing for quick visual identification and overview. This interface enables administrators to manage the various partner programs, which are central to defining the structure and rules for partner enrollment and engagement in the UPM platform. The view facilitates the selection of individual programs for further editing or deletion, supporting the overall management of the partner lifecycle.

Frequently asked questions

What is the purpose of Programs Management in UPM?: Programs Management allows administrators to define and manage distinct partner programs within UPM. It serves as the central repository for configuring unique terms, onboarding workflows, and resources for each program.
What are 'Programs' in UPM?: Programs are the backbone of how vendors structure their partner ecosystem in UPM. They define specific terms, onboarding steps, and resources available to a particular group of partners.
Who uses the Programs Management feature?: UPM administrators use the Programs Management feature. Partners do not directly manage programs but are guided by them.
How do administrators access Programs Management?: Administrators access Programs Management by clicking 'Programs' in the left navigation menu within the Onboard Zone.
What can administrators do on the View Programs page?: On the View Programs page, administrators can review existing programs, search for specific programs, initiate the creation of new ones, filter the list, and edit or delete programs.
What information does a program card display?: Each program card provides a summary of its purpose, type, and accreditation status, allowing administrators to quickly understand its scope.