The Partner Experience Path
Experience the platform through the eyes of your partners. In this path, you’ll master the end-to-end partner journey, from initial portal setup and content customization to executing campaigns and managing the resulting pipeline.
- Onboard: Complete portal setup and profile configuration.
- Execute: Customize and launch co-branded campaigns.
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Track: Manage leads and analyze performance data.
Set the foundation for partner success. In this phase, you’ll walk through the initial steps a partner takes to brand their portal and prepare the platform for execution.
By the end of this phase, you will be able to complete the essential first steps to set up the platform.
1. Setup Checklist: Partner Portal Setup
Follow the partner’s journey from first login to account activation.
⏱ 15 min
Move from setup to action. You’ll learn how partners take vendor-provided content, personalize it, and execute it across their channels.
By the end of this phase, you will be able to:
- Personalize vendor-provided assets messaging using AI
- Customize vendor-provided assets with local messaging
- Launch multi-channel campaigns
1. Customize Content
Learn how partners use AI and manual editors to tweak assets while staying on-brand.
⏱ 15 min
2. Activation: Campaign Execution
Master the workflow for launching social posts & emails.
⏱ 3 min
Close the loop by managing demand. In this phase, you’ll see how partners track their success and manage the leads generated by their campaigns.
By the end of this phase, you will be able to:
- Track and update lead status within the dashboard
- Analyze campaign-level performance metrics
- Use data to optimize future partner execution
1. Pipeline: Lead Management
Learn how partners view, track, and manage new leads from capture to conversion.
⏱ 10 min
2. Insights: Analyzing Campaign Performance
Review the metrics that show partners exactly how their content is performing.
⏱ 5 min