Partnerize Onboarding process
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This article will review:
- The stages in the onboarding process to migrate 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 Migrations teams.
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 |
View all tracking implementation guides here: https://help.phgsupport.com/hc/en-us/sections/360005139978-Tracking-Implementation-Guides |
|
Platform readiness |
|
Partnerize - Migrations team | https://help.phgsupport.com/hc/en-us/articles/5213998421277-Onboarding-Platform-Readiness |
|
Tracking Solution Testing |
Testing of implemented tracking solution and verifying results |
Brand Partnerize - Integration team |
https://help.phgsupport.com/hc/en-us/articles/360019824018-Testing-Tracking-Solutions-FAQs |
|
Final Review |
Internal sign off:
|
Partnerize - Integration team | https://help.phgsupport.com/hc/en-us/articles/5058139592605-Onboarding-Final-Campaign-Checks |
|
Launch |
Set campaign(s) live |
Partnerize - Integration team | N/A |
Next Steps
Contact your Partnerize Customer Success Manager to begin the onboarding process.