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Publishing Your Program & Partner Tiers

How to review and publish the Program and Tier draft Partner Partner builds for you from an approved agreement

Your published Program is what your agency partners see and rely on — so it should say what you really offer, not a guess.

When an agency you work with uploads its agreement with you and marks it active, Partner Partner reads that agreement and drafts a Program and Tier for you automatically. It sits in Draft, owned by you, until you review it and publish. This article covers that review-and-publish step. For what a published Tier actually does — how requirements and benefits get tracked — see How Partner Tier Health & Accountability Works.


1. Where Your Draft Comes From

You don't have to build your Program and Tiers from scratch in Partner Partner. Once an agency partner uploads its agreement with you and approves it, Partner Partner reads the agreement's terms — commission rate, term — and drafts a Program (and at least one Tier under it) on your side.

A few things worth knowing about that draft:

  • It's owned by you, the tech partner — never the agency.

  • It sits in Draft status. Nothing about it is visible to your agency partners until you publish it.

  • If you already have a published Program that matches (same name, owned by you), Partner Partner links the agreement to that instead of drafting a duplicate. A brand-new draft only appears when nothing matching exists yet.


2. What's Firm vs. What's a Suggestion

Not everything in the draft carries the same confidence. Partner Partner only asserts what the agreement actually says — everything else is a starting point for you to confirm.

In the draft

How confident it is

Commission rate

Firm — taken directly from the agreement

Term

Firm — taken directly from the agreement

Tier structure, requirements, benefits

⚠️ Suggested — a starting point, not asserted as fact

The honest limit: today, the draft is built entirely from the agreement your agency partner uploaded — there isn't yet a way for you to upload your own Program Guide or portal document so Partner Partner can draft your full published tier list directly from it. So if your real program has several tiers with different requirements and benefits, expect the first draft to start simple — one tier reflecting the agreement's rate — and to need your edits before it matches your actual structure.


3. Reviewing Your Draft

Any Program waiting on you shows up with Status: draft in your Programs list, alongside your already-published programs. Opening it shows the drafted details — rate, term, and the tier(s) underneath — for you to check against what you actually offer.

  • Draft — waiting on your review, not yet visible to agency partners

  • 🟢 Published — live and visible to your agency partners


4. Publishing

Once the draft looks right, publishing it is a single action from that same review screen. A few things are guaranteed about this step:

  • Only you can publish. Your agency partner approving their agreement never creates, edits, or publishes anything on your Program or Tiers — that whole side stays yours until you act on it.

  • Publishing flips the Program — and its Tier(s) — from draft to published in one step.

  • From that point on, the published Tier is what's visible to your agency partner as the current version of your Program.


5. What This Feeds

A published Tier is the reference point for your partnership going forward — the requirements and benefits your agency partner is expected to meet and receive, as defined in the published Tier. For how that ongoing tracking works — Met / Not Met, health scores, confidence — see How Partner Tier Health & Accountability Works.


6. The Takeaway

You don't have to hand-build a Program from nothing. Partner Partner drafts a starting point from the agreement your agency partner already uploaded — firm on rate and term, suggested on the rest — and nothing goes live for your partners until you review it and publish.

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