ZINFI UPM Guide

Partner Programs Management for Channel Partners

Introduction

Overview

Partner Programs are structured frameworks that define the terms, benefits, and requirements for partners collaborating with a vendor. These programs are crucial for segmenting partners, offering tailored support, and driving specific business objectives, such as market expansion or product specialization. Effective management of these programs ensures partners can easily find relevant opportunities and understand their path to success within the ecosystem.

Accessing Partner Programs

Onboard Zone landing page with Programs menu expanded
Onboard Zone landing page with Programs menu expanded

Click Onboard in the top navigation bar, then click Programs → My Programs in the left navigation menu.

Viewing Available Programs

Available partner programs listing
Available partner programs listing

This screen presents a partner with a list of available partner programs they can enroll in, serving as a central hub for program discovery within the Onboard module. It displays details for each program, such as a title, description, and an option to enroll. Partners can use the search and filter functionalities to find specific programs or view those recommended by AI, facilitating their selection of suitable programs to join.

Managing My Programs

Partner's enrolled programs list
Partner's enrolled programs list

This screen displays the partner's enrolled programs within the Onboard module, specifically showing programs that the partner has joined or is in the process of joining. It presents a list of programs, each with a description and its current status, such as 'Pending' for programs awaiting completion of onboarding steps. This view allows partners to see the details of their active or pending program enrollments and initiate the onboarding process for new programs.