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This article will review:
- The stages in the onboarding process for Partnerize
- The roles and responsibilities for each onboarding stage
- The standard onboarding & integration solution scoping questions
- Access to additional onboarding documentation
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Index
- Overview
- Integration Scoping Solutions - Requirements
- Onboarding Steps
- Default Campaign Requirements
- Tracking Solution to Implement
- Next Steps
Overview
When brands create new campaigns on Partnerize, there are various stages to the onboarding process to ensure a smooth transition. Agencies and brands and partners can manage the majority of the onboarding process, if required. Alternatively, they can follow the 'standard' integration process, where the Partnerize Integrations team are more heavily involved.
However, should an agency, brand or partner want to be more self service, they can opt for a custom network onboarding process, where predefined requirements and options are agreed up front, and are then applied to all future campaigns that are required. This provides the agency, brand or partner with greater control over their integration process and will result in the campaign implementation time being significantly reduced, due to the streamlined process.
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Integration Scoping Solutions - Requirements
Tracking Events
Purpose: To understand a typical customer journey from partner site to brand site, and what events should be tracked with Partnerize
Question | Explained |
Will the brand track one transactional event (conversion) from the customer journey only? |
User visits brand website and makes a purchase - Transaction tracks in real time |
Does the brand want to track multiple (conversions) events from the customer journey? |
Is there multiple different events the brand requires to track in Partnerize |
Please provide all transactional events that the brand wants to track (excluding clicks) |
Examples could be an Insurance brand tracking Quote and Sale (confirmation of policy), therefore, the tracked events would be QUOTE and SALE |
Campaign Structure
Purpose: To understand the brand's desired program (campaign) structure
Question | Explained |
Will the brand track one brand only via Partnerize? |
User visits brand website and makes a purchase - Transaction tracks in real time |
Does the brand want, or need, to manage their programs regionally split by market? |
Reasons could be for separate internal teams, geographical reporting groups, etc.. |
Are there any restrictions on which partners can promote which brands / markets / products? |
This will determine if campaigns need to be split up to manage these different groups of partners |
Brand to provide the following campaign information for all required campaigns: - Campaign title - Default destination URL - Default tracking currency |
For example: |
Brand to provide additional information relating to the campaign structure requirements (if required) |
Additional requirements |
Tracking Solutions
Purpose: To establish what tracking solutions the brand will use to send transactional data to Partnerize
Question | Explained |
Are there any requirements to track offline sale / transaction activity? |
Confirm if offline sales are required |
From which platforms does the brand want the track real time (online) transactional data from via Partnerize? |
Brand to confirm the following: - Web Only - Web & Mobile App - Mobile App Only |
Web Tracking Solution
Question | Explained |
Does brand use an Ecommerce platform for their website? |
Confirm if ecommerce is used. Eg Shopify, Megento etc |
Can the Brand implement Server to Server tracking? |
- Uses 1st party cookies |
Does the brand use a 3rd party container tag solution? |
Confirm if 3rd party system is used. Eg, GTM, Doubleclick etc |
Does the recommended web tracking solution meet the brand requirements? |
Additional requirements |
Mobile App Tracking Solution
Question | Explained |
How will brand track their Mobile App activity with Partnerize? |
Will this be through one of the following? |
Tracked Parameters
Question | Explained |
Brand to advise which type of tracking parameters are used |
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Validations
Purpose: To understand how the brand will validate transactions
Question | Explained |
How will the brand validate (approve / reject) transactions? |
Manually via PZ Platform API (brand developed) Force Approvals Other |
Onboarding Steps
The stages of the standard onboarding process are covered below, including:
- Stage
- Description of the stage
- Stage Owner
Stage | Description | Stage Owner |
New campaign request |
The agency, brand or partner will need to contact their Partnerize Customer Success Manager to advise that a new campaign is required |
Agency, Brand, or Partner |
Submission to Integration Team |
Customer Success Manager will notify the Integration team of the new campaign request |
Partnerize - Customer Success |
Campaign Creation |
Create campaign(s) on Partnerize platform |
Partnerize - Integration team |
Tracking Solution Instructions |
Standardised tracking implementation instructions will be used for all campaigns - referenced below |
Partnerize - Integration team |
Tracking Solution Implementation | Implement Tracking Solution |
Agency, Brand, or Partner |
Platform readiness |
|
Agency, Brand, or Partner |
Tracking Solution Testing |
Testing of implemented tracking solution and verifying results |
Agency, Brand, or Partner |
Final Review |
Internal sign off:
|
Partnerize - Integration team |
Launch |
Set campaign(s) live |
Partnerize - Integration team |
Default Campaign Build Requirements
For all campaigns on the network, standardised requirements and campaign settings will be used. There will still be options for technical variations per campaign (Destination URL, Campaign Name etc), and this can be included in the new campaign request.
Below are the standard settings that will be set for all networks that utilise this integration process:
Campaign requirement | Default Campaign setting | Notes |
Cookie Period |
30 days | N/A |
Force Approval Period | Never | N/A |
Default Currency |
GBP | A different standard default currency can be agreed, should the agency / brand / partner have different requirements |
Conversions per Click | Unlimited | N/A |
Duplicate Conversion References |
Completely Ignore Duplicates |
N/A |
Deeplinking Enabled | Yes | N/A |
Reporting Timezone |
[GMT+00:00] Greenwich Mean Time (Europe/London) | This can be updated once a campaign is live to a more suitable timezone, if required |
Default Publisher Commission Rate (%) | 0% | This can be updated once a campaign is live, as default commissions will differ per brand |
What to Invoice |
Publisher Commission & Network Override | N/A |
Who performs the payments | Payments are performed by Partnerize | N/A |
Tracking Solution to Implement
For agencies, brands or partners who choose to integrate via Partnerize, we recommend that the following approach is taken to web tracking:
- A web tracking solution is implemented which uses 1st party cookies. Available options:
- Partnerize Tag First Party Tracking - Implementation guide here: https://help.phgsupport.com/hc/en-us/articles/360020029897-Partnerize-Tag-First-Party-Tracking-Integration
- Server to Server - Implementation guide here: https://help.phgsupport.com/hc/en-us/articles/360020395238-Partnerize-Server-to-Server-s2s-Tracking-Integration
- Tracking parameters to be included within the implemented solution should be either the standard parameters or vertical specific. This is covered in this guide: https://help.phgsupport.com/hc/en-us/articles/4410042606225-Vertical-Specific-Tracking-Parameters
Next Steps
Contact your Partnerize Sales representative or Customer Success Manager to begin the onboarding process.