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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
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Index
Overview
When brands migrate to Partnerize, there are various stages to the onboarding process to ensure a smooth transition. Once requirements have been agreed, work on the integration can begin, which is covered by the Partnerize Integrations and Customer Onboarding teams.
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 |
|
|
Platform readiness |
|
Partnerize - Customer Onboarding team | Onboarding : Platform Readiness |
|
Tracking Solution Testing |
Testing of implemented tracking solution and verifying results |
Brand Partnerize - Integration team |
|
|
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.