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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

  • Upload campaign collateral
  • Set up commissions
  • Partner migration (if applicable)
Partnerize - Migrations team TBC

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:

  • Legal - contract received
  • Finance - fees set up
  • Integration - tracking / campaign settings checks
Partnerize - Integration team N/A

Launch

Set campaign(s) live

Partnerize - Integration team N/A

 

Next Steps

Contact your Partnerize Customer Success Manager to begin the onboarding process.

Questions

If you have any technical questions with regards to this document, please contact our onboarding specialists at integration.support@partnerize.com 

 

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