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Triggers

Noun

Triggers are "if-this-then-that" style workflows that help automate a partner program. Triggers work similarly to many marketing automation platforms and are designed to streamline operations and maximize efficiency.

A trigger has three main components that acts like a chain reaction:

  1. Event: what sets off the trigger. For example, a new customer signing up or a deal being closed.
  2. Rules: the specific criteria for the trigger, like which partner groups it applies to, or if it applies to only specific types of transactions, etc.
  3. Action: the result of the trigger. For example, generate a bonus commission for a partner.

Triggers help automate and eliminate manual tasks, saving valuable time and resources and allowing partner managers to extend their capacity. Triggers can be built around specific goals and strategies, creating a personalized and efficient experience for partners.

By setting up certain workflows, partner managers can manage and keep a large volume of partners engaged like sending a congratulatory message to a partner when they reach a certain sales threshold, or automatically enrolling them in an advanced training program once they achieve a specific certification level.

Example:

Using PartnerStack's PRM, you can automate emails and trigger bonus commissions for partners based on their performance.

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