Consider:

• Using your PRM, customize the content and features different partners can access to support their partner tier.
• Trigger emails for commission thresholds, to better support top-earning partners.
• Create partner certifications to provide top-tier training.

Create partner segments

Once this feature has been enabled by your PartnerStack CSM, easily create partner segments within your PartnerStack dashboard to group partners based on their needs. By using tags and segments, you can enable workflows that allow you to work more closely with your high potential partners while creating efficiencies through automation for self-serve partners.

Start by identifying a group of high potential partners you want to dedicate more attention to and a second group of partners who can self-serve. 

‍

‍

Add tags

First add a tag by navigating to your All partners section and checking off the partners you want to include. Click Actions > Update Tags. Give your tag a name, for example, “Top Partners”.
‍

‍

Add segments

Next add a segment, by navigating back to the All partners section and select Create segment. Add an +AND rule with the partnership tag to set to the tag you created. 
‍

‍

Automate actions

Now, when you navigate to segments, you can click into your segment and see your list of partners. Use this for actions like automating email campaigns directly to specific partner segments to walk them through onboarding or creating designated triggers and offers to activate onboarded partners.

‍

‍

Additional resources:
Learn how to develop innovative strategies and successful collaboration tactics that lead to highly profitable, activated partnerships in our guide to igniting ecosystem success through partner activations.

‍