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This article will review:
Frequently asked questions (FAQ's) for migrating a brand's existing partners from their current provider to Partnerize
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Index
Overview
This guide will cover the most common FAQ's when migrating existing partners to Partnerize
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Migration Planning
What are the steps to begin planning a partner migration to Partnerize?
An overview of migration planning steps are available in Onboarding : Partner Migration.
What is the recommended overlap period during which both the old and new programs should be concurrently active?
The recommended best practice is to implement a one-month (30-day/4-week) overlap period during which tracking is active via both your current provider and Partnerize. Please note that campaign launch is reliant on completion of successful tracking integration and testing - see Onboarding : Partnerize Onboarding Process.
This overlap in tracking allows partners ample time to update their tracking links, while ensuring minimal disruption to your program's performance. Nevertheless, the overlap period is ultimately governed by the terms outlined in your contract with your current provider (i.e. exclusivity term).
When can our partners begin the link migration process, and how does this relate to the exclusivity period with our previous network?
The initiation of the partner migration process is determined by:
- The completion of successful tracking integration and testing (see Onboarding : Partnerize Onboarding Process)
- Required campaign assets and configurations provided (see Onboarding : Platform Readiness)
Partnerize requests that brands be aware of and inform Partnerize of any exclusivity clauses in their existing provider agreements that could impact the planning and initiation of the partner migration process. Our Onboarding team can then plan the migration timeline to ensure full compliance with these terms, as the approach varies based on the brand's contract terms with their current provider.
If a partner tracks under multiple accounts on our current provider but maps to a single account on Partnerize, do they require a consistent commission rate (CPA)?
Please consult with our Onboarding team to explore options if a partner is to receive varying commissions based on market or partner website.
How are commissions handled for sales initiated on the previous network but concluded or consumed after the Partnerize transition date?
As Partnerize is a separate technology provider, reporting data, tracking, and earned commission balances from your previous provider will not be available in Partnerize. All outstanding funds and commission liabilities related to sales tracked before the transition date must be discussed and reconciled directly between your brand and the previous network provider.
Who initiates the partner communication regarding the program migration (brand or Partnerize)?
The brand (or agency acting on their behalf), are required to notify their partners of the impending migration before Partnerize makes our initial contact. This ensures a cohesive brand message and provides partners with the necessary context ahead of the formal invitation.
Partner List Audit
Can you invite a partner we haven’t worked with before?
The Onboarding team can assist with onboarding partners that your brand has a previous relationship with and therefore need to migrate their tracking on site to Partnerize links. Once the campaign is launched, you will have access to our Discover tool, which will allow you to find and recruit new partners. Maximize customers can also work with their assigned Account Strategist to discuss partner recruitment.
Should I look to migrate partners who are not accepted to the program in my previous provider at this time (e.g. suspended, rejected, pending acceptance)?
We recommend focusing on the current partner list from your previous provider, as this covers all your current active partners/revenue drivers. We would also advise that you review all pending applications in your previous provider to ensure that the list you provide to Partnerize contains all partners that you wish to continue a partnership with.
Should we look to migrate lower-priority partners first to test if the tracking solution is working as expected?
All testing for your tracking solution will be completed with a test partner account before your new campaign(s) are set technically live, and partners can be onboarded. Once the campaign is live, as best practice, our team will invite all your current/previous partners and communicate with them regarding the migration, but our focus will be on the top revenue drivers from your previous program.
Can Partnerize provide contact details for partners that could not be matched to existing Partnerize partners during the migration process?
Partnerize can provide contact details only for partners who already have an existing account registered on the Partnerize platform. In the event that a partner does not possess an existing Partnerize account, it is the responsibility of the advertiser to supply the required contact information to facilitate communication with the partner during the migration process.
Migration In Progress
What is the definition of the partner statuses in the Onboarding Tracker?
- Live and Tracking refers to a partner who we believe has successfully updated their tracking links as they are actively driving traffic; this status is triggered once more than 6 clicks have been tracked
- Approved refers to partners who have accepted their invite to join the campaign but have not tracked more than 6 clicks
- Requested refers to partners who have requested to join a campaign. If you have indicated that the partner should be joined to this campaign, the Partnerize Onboarding team will accept their request during the migration period
- Invited refers to partners who have been invited to the campaign by the brand or the Onboarding team and the partner needs to accept the invite (including the campaign T&Cs) before they can access their tracking link and begin tracking.
What are the common reasons a migrating partner may not have accepted their invitation or is not yet tracking performance?
Common reasons include:
- Partner is awaiting the closure of the previous program
- Partnerize has been provided with incorrect or no contact information (specifically, email address)
- The partner has a dispute over commission rates/terms (changes or reductions to CPA) or historic unpaid commission from the previous program
- The partner was inactive on the previous program and/or is no longer promoting the brand