Increase partner engagement with automation
Building an engagement plan
Work with partners to build mutually-beneficial journey plans, from onboarding to deal close. Ensure adherence to this plan through automatic notifications and prompts from the platform.
Automate partner engagement
Maintain partner engagement efficiently, even at scale. By creating trigger-based notifications for actions (or inactions), you can send the right message at the right time, motivating partners to complete desired actions for heightened channel success. This translates to increased revenue for both partners and your organization.
Rule-based, customized notifications
Craft rule-based notifications that trigger personalized emails when partners take specific actions, such as registering their first deal or finishing a learning track. Also send automated notifications to partners who haven't taken certain actions.
Personalized user registration confirmation
Create a unique welcome email for each partner, customizing the message based on factors like industry and partner type.
Re-engage inactive partners
Set parameters to notify partners and their Partner Manager when they become inactive, with the ability to send multiple notifications over different time frames. You can also prompt PMs to consider marking a partner inactive after a specified period.
Automate deal registration notifications
Streamline the process of notifying both partners and deal managers with automated deal registration emails. This provides a comprehensive view of all live deals, complete with registration details and a link to view the deal.