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Martin Cogburn
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    Create a Partner Welcome & Thank You Process

    Create a Partner welcome Sequence

    A Partner welcome Step Sequence serves to deliver new partners their username and password to access their Partner center on your integrated WordPress site. Below is the recommended way to set this up. If you are unfamiliar with how Sequences work, check out the forum post on Sequences.

    How to set up a Partner welcome Step Sequence

    1. Go to the Contacts menu > Sequences > New Sequence

    2. Create a Step Sequence

    3. Name the Sequence

    4. Add a Rule step. Under "Then do this:" select "Change the value of a field". Use the drop down to select the "Partner Program" field. Then, use the next drop down to select your Partner Program.
      rule-change-value-of-field.png
      change-partner-field-to-x.png

    5. Add another Rule step. Under "Then do this:" Select "Give access to Wordpress Membership Level". Select the website you would like to give access to. Select "Partner" as the membership level.
      rule-give-access-to-wordpress-membership-level.png

      rule-give-access-to-wordpress-membership-level-partner.png
    6. Add a Partner welcome email

      1. Add an Email step

      2. Schedule the email to send immediately upon being added to the Sequence

      3. Create a new email

        1. Name the email

        2. Enter all your send from and reply to details

        3. Give the email a subject line

        4. Compose an email welcoming the new Partner

        5. Insert the merge fields for User Name and Password for your integrated WordPress site (if you have multiple integrated WordPress sites, be sure to select the merge fields under the correct WordPress site). 

        6. Save the email

    7. Save Sequence

     

    Create a Partner thank you process

    A Partner thank you process is intended to send a thank you email to your partners whenever they make a sale. It's a way of thanking and encouraging partners to keep up the good work and effort. This is done by creating a rule that is triggered by your Partner making a sale, which then sends out a congratulatory thank you email to that Partner. You can go even further and set up Sequences for Partner sale milestones which is discussed at the bottom of this post.

    How to set up a Partner thank you email process

    1. Create a Partner thank you email

      1. Go to the Contacts menu > Messages > New Message

      2. Create an email message

      3. Name your message

      4. Enter all your send from and reply to details

      5. Give the email a subject line

      6. Compose an email thanking your Partner for making a sale

      7. Save the message

    2. Turn on the Email notifications in your Partner Program 

      1. Go to the Partners menu and select your Partner Program

      2. Locate the "Notify partner when they have earned a commission with an email"  section and select "Send Email Notification"

      3. Select the Email Message created in step 1 above.

        partner-earned-commission-setting.png

    Advanced: Setting up Partner milestones

    Set up milestones so that when your partners reach 5, 10, 25, or 100 referrals/sales, they receive encouraging emails conveying congratulations and gratitude (and maybe even a reward). This setup process is similar to that of the thank you email setup process above and you'll create one email for each milestone you wish to congratulate your partners for. Each milestone notification will require one step Sequence and one rule. For each milestone you wish to create, follow the recommended process below:

    1. Create a Partner milestone email

      1. Go to the Contacts menu > Messages > New Message

      2. Create an email message

      3. Name your message

      4. Enter all your send from and reply to details

      5. Give the email a subject line

      6. Compose an email congratulating your Partner on reaching a milestone

      7. Save the message

    2. Create a Sequence for the Partner milestone notification

      1. Go to the Contacts menu > Sequences > New Sequence

      2. Create a Step Sequence

      3. Name the Sequence

      4. Add a Partner milestone email

        1. Add an Email step

        2. Schedule the email to send immediately upon being added to the Sequence

        3. Create a new email

          1. Name the email

          2. Enter all your send from and reply to details

          3. Give the email a subject line

          4. Compose an email congratulating the Partner on their sales

          5. Include a reward for your Partner with a link or directions on how to claim it (optional)

          6. Save the email

      5. Save Sequence

    3. Create a Rule to trigger the Partner milestone sequence

      1. Go to the Contacts menu > Rules > New Rule

      2. Name your rule

      3. Select the trigger A Certain field is updated. Select the field Number of Sales.

      4. Select the condition Field is this value

        1. Select the field Number of Sales

        2. Select the condition Equal To

        3. Set the value to the number of sales you’d like to have your Partner milestone be

      5. Select the action Add Contact to Sequence. Select the sequence you created in step 2.

      6. Save the rule

        rule-number-of-sales-updated-and-sales-equals-then-add-contact-to-sequence.png

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    Comments

    • Avatar
      Joe Kalis

      Great support article, but why would you create a sequence to send the milestone email, vs. just setting a global rule to send the email? A new sequence to fire 1 email seems like overkill...

      Also, in this documentation, isn't the "Create a partner milestone email" (step 1) redundant, since you informed us to then create another one (step 2d) within the sequence?

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