This article will review:
- The stages in the onboarding process to onboard a brand onto the Partnerize platform
- Roles and responsibilities for each onboarding stage
- Access to additional onboarding documentation
Index
Overview
There are various stages to the Partnerize onboarding process to ensure a smooth transition. Once requirements have been agreed upon, work on the integration can begin, which is covered by the Partnerize Integrations and Customer Onboarding teams.
For more information on how tracking solutions and campaign structure is scoped, see here: Onboarding : Solution Scoping.
Onboarding Steps
The stages of the onboarding process are covered below, including:
- Description of the stage
- Stage owner
- Any additional supporting documentation
| Stage | Description | Stage Owner | Supporting documentation |
| Campaign Creation | Create campaign(s) on Partnerize platform | Partnerize - Integration team | N/A |
| Tracking Solution Generation | Generate and provide tracking implementation instructions | Partnerize - Integration team | N/A |
| Tracking Solution Implementation | Implement Tracking Solution | Brand | Tracking Implementation Guides |
| Platform readiness |
|
Partnerize - Customer Onboarding team | Onboarding : Platform Readiness |
| Tracking Solution Testing | Testing of implemented tracking solution and verifying results |
Brand Partnerize - Integration team |
Tracking Solutions FAQs |
| Final Review |
Internal sign off:
|
Partnerize - Integration team | Final Onboarding Checks |
| Launch | Set campaign(s) live | Partnerize - Integration team | N/A |
Next Steps
Contact your Partnerize Sales Representative or Customer Success Manager to begin the onboarding process.