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    Create a Partner Welcome & Thank You Process

    About Creating a Partner Welcome Process

    A Partner welcome process delivers a welcome email along with the new partner's username and password so they can access their Partner Center on your integrated WordPress site.

     

    Create a Partner Welcome Campaign
    1. Navigate to Campaigns. Create a new Campaign or open an existing one related to your Partner sign-up form.

    2. Locate the Trigger or Goal that you created when you setup your Partner sign up form.

    3. Below the Update Contact element, add an email action element after the Trigger or Goal.

      • Name the email
      • Welcome the new Partner
      • Insert the merge fields for Username and Password for your integrated Wordpress site.
      • Optional: Include some promo tools, available in your merge field dropdown under the heading Affiliate Links.
      • Click Settings and enter subject line, send from, reply to details and Copy from HTML.
      • Save the email

        Sample partner email with username, password and promo tools

        Promo Tool merge fields in the email

    4. Publish your Campaign.

    Create a Thank You Process

    A Partner thank you process sends a thank you email each time they make a sale. It's a way of thanking and encouraging partners to keep up the good work and effort. Note that this process sends an email for every sale so if you have a payment plan or recurring subscription, they will receive an email with each successful subsequent payment.

    1. Create a partner thank you email. Navigate to Campaigns > Messages > New Message.

      1. Select ONTRAmail and select a template or start from scratch
      2. Edit the ONTRAmail content thanking your Partner for the referral business.
      3. Click Settings and enter subject line, send from, reply to details and Copy from HTML
      4. Save the email message

    2. Turn on the Email notifications in your Partner Program.

      1. Navigate to Partners 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 above.

        partner-earned-commission-setting.png

      4. Click Save.

    Create Partner Milestone Process

    A Partner milestone process can be setup so that when your partners reach 5, 10, 25, or 100 referrals/sales or a particular dollar amount, they receive encouraging emails conveying congratulations and gratitude (and maybe even a reward). You'll create one email for each milestone you wish to congratulate your partners for. Each milestone notification will require one Trigger or Goal and one email. For each milestone you wish to create, follow the process below:

    1. Create a partner milestone email

      1. Navigate to Campaigns > Messages > New Message.
      2. Select ONTRAmail and select a template or start from scratch
      3. Edit the ONTRAmail content congratulating your Partner on reaching a milestone. You may wish to use the [Total Sales] or [Number of Sales] merge fields to indicate their exact achievement.
      4. Click Settings and enter subject line, send from, reply to details and copy from HTML
      5. Save the email message
      6. Repeat to create an email for each milestone you want to recognize.

    2. Create Goals for milestones

      1. Navigate to Campaigns and create a new Campaign or edit an existing one.
      2. Add a Goal (or a Trigger). A Goal is recommended as it's a milestone your Partners achieve.
      3. Select Field is updated from the dropdown menu.
      4. Select the field Total Sales. You may also use Number of Sales but note that this will increase with each payment on subscription plans.
      5. Adjust the Settings and click Done in the Settings panel.



      6. Add a Condition and select Field is updated. Select the field Total Sales. Select the condition Equal To. Enter the value of the total sales (e.g. $5000) for the Partner milestone.



      7. Add a Send an email action element below the Goal and select the email you created for the milestone.



      8. Repeat these steps for each milestone.
    Legacy Version: Welcome, Thank You and Milestone Process

    This version uses a Step Sequence which is a Legacy feature of ONTRAPORT. We highly recommend that you use a Campaign to create all processes.

    If you wish to use this feature, follow the steps below. 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 using a Sequence. If you are unfamiliar with how Sequences work, check out the forum post on Sequences.

    1. If you have an ONTRAPORT Pro account or higher, navigate to Administration > Legacy Features > Sequences and toggle it to on. Sequences will appear under your Contacts collection.
    2. Go to the Contacts menu > Sequences > New Sequence

    3. Create a Step Sequence

    4. Name the Sequence

    5. 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


    6. 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

    7. Add a Partner welcome 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

      1. Add an Email step

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

      3. Create a new email

    8. Save Sequence

     

    Create a Legacy Thank You Process

    A Partner thank you process sends a thank you email to your Partners each time they make a sale.It's a way of thanking and encouraging partners to keep up the good work and effort. Note that this process sends an email for every sale so if you have a payment plan or recurring subscription, they will receive an email with each successful subsequent payment.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"

        partner-earned-commission-setting.png

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

    Advanced: Legacy 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. 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

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

      2. Create a Step Sequence

      3. Name the Sequence

      4. Add a Partner milestone email

      5. Save Sequence

    3. Create a Rule to trigger the Partner milestone sequence

      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

      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

      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

    Other Resources

    Partner Management Overview

    Create a Partner Program

    Partner Global Settings

    Add Partner Promotional Tools

    Creating a Partner Signup Form

    Create a Partner Welcome & Thank You Process

    Enable the Partner/Affiliate Center in WordPress

    Test your Partner Program

    Partner Management FAQ

    Manage Commissions and Payments

    Partner SubID Tracking

    Partner Tracking Pixel

     

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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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