Partner Program Tiers Checklist

Essential Partner Program Tiers Tasks for Administrators

To deploy partner tiering programs for your channel ecosystem, the Partner Program Tiers module must be properly configured with comprehensive tier structures, criterion definitions, benefit assignments, and partner enrollment capabilities. Partner programs provide structured performance frameworks that guide partners through progressive achievement levels while maintaining accountability and transparent progress visibility across your partner community.

Foundation Setup

☐ Understanding the Partner Program Tiers Module Familiarize yourself with comprehensive partner tiering capabilities including multi-tier program structures, six distinct criterion types (Total Revenue, Approved Deal Registrations, Closed Deals, Number of Deals Registered, Certifications, and Custom), progressive benefit frameworks, automated progress calculation with daily recalculation schedules, manual tier advancement controls, and enrollment period management. Understand how Partner Program Tiers integrates with existing Magentrix modules including Opportunities, Leads, and Training to create seamless performance measurement experiences.

☐ Partner Programs Tab Configuration Configure the Partner Programs tab visibility for partner-facing applications to ensure enrolled partners can view their program status, tier placement, and progress toward qualification criteria. Navigate to the appropriate partner application configuration and add the Partner Programs tab, then set visibility permissions to enable partner access. Verify that partners can successfully access the tab and view their enrollment information, tier status, and benefit entitlements.

☐ Enabling Partner Program Tiers Activate the Partner Program Tiers module by navigating to Setup > Partner Management > Partner Program Tiers and toggling the Enable Partner Program setting to active status. This foundational activation enables access to all program configuration capabilities including program creation, benefit library management, enrollment processing, and progress tracking features.

Benefit Library Management

☐ Creating the Benefit Library Build a comprehensive centralized benefit repository by creating all possible rewards that will be offered across your partner programs. Navigate to the Benefits tab and create each benefit with a descriptive name (maximum 120 characters), select the appropriate Benefit Type (Percent, Revenue, or Yes/No) based on how the benefit will be measured and displayed, and provide clear descriptions (maximum 512 characters) that explain what each benefit includes. Build a complete library before assigning benefits to programs to ensure consistency and enable efficient benefit management across multiple programs and tiers.

☐ Understanding Benefit Types Master the three benefit type options and their display implications. Select Percent for benefits like margin uplifts and discounts that are expressed as percentage values. Choose Revenue for benefits like MDF allocations and financial rewards that are expressed as currency amounts. Use Yes/No for binary access-based benefits like Partner Portal Access, training access, or program participation eligibility. Benefit type selection determines the input format required when assigning tier-specific benefit values within program configuration.

Program Creation and Configuration

☐ Creating Partner Programs Master comprehensive program creation including required fields (Name with maximum 120 characters, Description with maximum 512 characters), base Currency selection that establishes the financial standard for all revenue-based criteria, and program status management (Active/Inactive). Understand that currency selection is critical and changing currency on active programs triggers complete recalculation of all enrolled partner progress. Save initial program configuration to enable access to advanced tier, criterion, and benefit assignment capabilities.

☐ Defining Program Tiers Configure comprehensive tier structures within each program including tier names (Launch, Build, Scale, Elevate, or custom names with maximum 60 characters), sequential tier order that defines progression hierarchy, tier badge images selected from uploaded assets (minimum 100 x 100 pixels), and optional tier descriptions that explain tier significance and requirements. Create all tiers that will exist in the program before configuring criteria to ensure complete tier structure for threshold definition across all achievement levels.

☐ Understanding Program Criteria Types Master the six available criterion types and their specific requirements:

• Total Revenue: Measures cumulative opportunity revenue using selected Rollup Field (currency fields from Opportunity), Attainment Date Field (date/time fields from Opportunity), and filter logic applied to Opportunity records
• Approved Deal Registrations: Tracks approved lead registrations using Attainment Date Field (date/time fields from Lead) and filter logic applied to Lead records
• Closed Deals: Counts successfully closed opportunities using Attainment Date Field (date/time fields from Opportunity) and filter logic applied to Opportunity records
• Number of Deals Registered: Measures deal registration volume using Attainment Date Field (date/time fields from Lead) and filter logic applied to Lead records
• Certifications: Monitors training course completion using Training Course lookup and filter logic applied to Course Assignment records
• Custom: Enables manual verification of qualitative requirements using Unit of Measure selection (Revenue, Percent, or other custom measurements) with no automated calculation or filter logic

☐ Configuring Tier Criteria Create and configure program criteria by clicking Add Criterion from the Program Details page, assigning a descriptive criterion name and selecting the appropriate Type from the six available options. Configure type-specific required fields including Rollup Field for Total Revenue criteria, Attainment Date Field for time-based criteria, or Training Course for Certification criteria. Build comprehensive filter logic using the Add Filter button to create multiple conditions with field selection (all fields from relevant object), operator selection (equals, not equals, greater than, less than, greater or equal, less or equal, contains, does not contain, starts with, does not start with), and value entry. Use Filter Logic syntax (e.g., "1 and 2" or "1 or 2") to combine multiple conditions appropriately. Define tier-specific threshold values for each criterion that establish qualification requirements across all program tiers.

☐ Assigning Program Benefits Assign benefits from the benefit library to program tiers by clicking Add Benefit from the Program Details page and selecting the desired benefit from the lookup field. The selected benefit appears as a new row in the program configuration with input columns for each tier. Enter tier-specific benefit values in the appropriate format based on benefit type (percentage values for Percent benefits, currency amounts for Revenue benefits, Yes/No selections for binary benefits). Leave benefit values blank for tiers that do not receive that specific benefit. Repeat the assignment process for all benefits that will be offered in the program, and note that if no benefits exist in the library, the Add Benefit button will be disabled until benefits are created.

☐ Activating Partner Programs Activate completed programs to enable partner enrollment and progress tracking by navigating to the Program Details page, clicking Actions > Edit, changing the Status from Inactive to Active, and saving the configuration. Understand that program activation triggers an initial recalculation for all enrolled partners and makes the program visible to partners with active enrollments. Ensure all tiers, criteria, and benefits are properly configured before activation to prevent confusion and ensure accurate partner experience.

Partner Enrollment Management

☐ Enrolling Partners Manually Master the manual enrollment process by navigating to the Enrollments tab, clicking New Enrollment, and configuring required fields including Partner Account selection via lookup, Primary Partner User designation (select an active user with comprehensive access to partner records), Program selection, initial Tier assignment, Enrollment Date that establishes the measurement period start, and Expiration Date that defines enrollment conclusion. Understand that Partner Account and Program cannot be changed after enrollment creation, ensuring data integrity and preventing accidental program reassignment. Save the enrollment to trigger automatic initial recalculation of partner progress against program criteria.

☐ Understanding Primary Partner User Requirements Configure Primary Partner User assignments strategically by selecting active partner users who maintain the most comprehensive data access within their organization. Recognize that progress calculations use the Primary Partner User's security permissions to query opportunities, leads, and course assignments, meaning restrictive access will result in undercounting of partner activities and inaccurate tier qualification assessment. Ensure Primary Partner Users maintain appropriate record visibility that accurately reflects their organization's complete activity portfolio.

☐ Managing Partner Enrollments Edit existing enrollments to update Tier placement when manually advancing partners, extend Enrollment Date or Expiration Date as business relationships evolve, or change Primary Partner User when personnel changes occur within partner organizations. Navigate to enrollment details, click Edit, modify editable fields (Tier, Enrollment Date, Expiration Date, Primary Partner User), and save changes. Understand that changing Enrollment Date triggers recalculation because the measurement period has changed, but Partner Account and Program remain locked to maintain enrollment integrity.

☐ Manual Tier Advancement Process Advance partners to higher tiers through manual tier promotion by navigating to the specific enrollment details page, reviewing current progress against next-tier criteria, clicking Edit on the enrollment, selecting the new higher Tier from the dropdown, and saving the updated enrollment. Understand that tier advancement is entirely manual and no automatic promotion occurs even when partners meet all qualification criteria, ensuring administrators maintain complete control over tier progression and can align advancement decisions with strategic business considerations beyond automated calculations.

Progress Tracking and Recalculation

☐ Understanding Automated Recalculation Master the automated recalculation system that runs daily to update partner progress across all active enrollments. Recognize that recalculation evaluates all criteria against activities occurring within each partner's enrollment period (between Enrollment Date and Expiration Date) using the Primary Partner User's data access permissions. Understand the 5-minute delayed recalculation mechanism that occurs when administrators update tier criteria, change program currency, activate programs, or modify enrollment dates, enabling multiple changes within the 5-minute window to be processed by a single recalculation job.

☐ Manual Recalculation Procedures Use manual recalculation capabilities to provide real-time progress updates by navigating to specific enrollment detail pages and clicking the Recalculate button. Understand that manual recalculation processes only the specific partner enrollment being viewed and does not affect other partners in the program. Use manual recalculation when partners request current status visibility, after correcting data issues that affect criterion calculations, or when verifying that recent activities have been properly counted toward qualification requirements.

☐ Monitoring Partner Progress Review partner progress by navigating to enrollment detail pages that display visual tier progress indicators, current tier placement with percentage completion toward next tier, detailed criterion-by-criterion progress with current values compared to tier thresholds, and Last Calculated timestamp showing recalculation currency. Use progress information to identify partners approaching tier qualification, recognize partners requiring support to achieve goals, and make informed tier advancement decisions based on comprehensive achievement data.

Program Lifecycle Management

☐ Editing Active Programs Modify active programs by navigating to Program Details, clicking Actions > Edit, and updating program Name, Description, or Status. Add new criteria using Add Criterion to expand qualification requirements, add new benefits using Add Benefit to enhance reward offerings, or edit existing criteria to adjust thresholds and filter logic. Save changes to trigger automatic recalculation for all enrolled partners, ensuring progress calculations reflect updated program configuration. Understand that adding benefits is only possible when benefits exist in the benefit library, and the Add Benefit button will be grayed out if no additional benefits are available for assignment.

☐ Managing Program Currency Changes Handle currency changes on active programs with careful planning by understanding that changing program currency triggers complete recalculation of all enrollments using the new currency as the evaluation standard. In multi-currency environments, the system automatically converts opportunity values to program currency during calculation. Communicate currency changes to enrolled partners proactively to explain recalculation timing and potential impacts on progress status, and verify recalculation completion before reviewing updated partner progress and tier qualification status.

☐ Program Deactivation Process Deactivate programs that are no longer active by navigating to Program Details, clicking Actions > Edit, changing Status from Active to Inactive, and saving the configuration. Understand that deactivated programs prevent new enrollments but preserve existing enrollment data, historical progress information, and tier placement records for reporting and analysis purposes. Use program deactivation for seasonal programs, pilot programs that have concluded, or programs being replaced by new structures while maintaining historical data integrity.

Best Practices and Optimization

☐ Filter Logic Validation Test criterion filter logic thoroughly before program activation by creating test enrollments with known data sets, verifying that filters include intended records and exclude non-qualifying activities, reviewing calculated progress values against manual counts, and adjusting filter conditions until calculations accurately reflect intended measurement scope. Incorrect filter logic leads to over- or under-counting that undermines program credibility and partner trust.

☐ Communication and Recognition Develop comprehensive communication strategies for partner program participation including enrollment notifications that explain program benefits and requirements, regular progress updates that maintain engagement and motivation, tier advancement announcements that celebrate achievement and recognize partner investment, and benefit reminders that ensure partners leverage their tier-specific rewards. Use tier advancement as recognition opportunities that strengthen partner relationships and encourage continued performance excellence.

☐ Regular Program Review Monitor program effectiveness through periodic review activities including tier distribution analysis to identify whether progression pathways are appropriately balanced, criterion threshold evaluation to ensure requirements remain challenging but achievable, benefit value assessment to verify rewards provide meaningful differentiation and motivation, and partner feedback collection to understand program perception and identify improvement opportunities. Adjust programs based on actual partner behavior, qualification patterns, and business objective achievement to maintain program relevance and effectiveness over time.

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