Partner Health
Tools and processes to keep partnerships healthy
14 articles
- Uploading a Partner AgreementWhere to upload an agreement, what Partner Partner reads from it, and why nothing happens until you approve it
- Approving an Agreement (and What Happens Next)What the Approve button actually does — and why it isn't the same as your tech partner publishing a program
- How Agreement-Based Receipts WorkHow Partner Partner checks what's actually happening against what your agreement says — and turns the gaps worth raising into Receipts
- Understanding Receipt ConfidenceWhat the confidence label on a Receipt means, how it links back to the agreement it came from, and what to do when it reads 'Check first.'
- Publishing Your Program & Partner TiersHow to review and publish the Program and Tier draft Partner Partner builds for you from an approved agreement
- How Partner Partner Tracks Commissions & RewardsHow commissions flow in, get matched, and show up as trustworthy numbers
- Staying on Top of What Needs AttentionHow Partner Partner's attention count works — what the bell shows, what clicking it does, and what puts a number there.
- Your Programs PortfolioSee every partner-program membership you hold in one place — where you stand, what's at risk, and which benefits have arrived — and learn how to get the page populated.
- Tracking Your Compliance & Benefits for a ProgramOpen a single partner program to see your tier verdict, the requirements still standing between you and that tier, and the benefits you should be receiving.
- Uploading a Partner's Program GuideHow to upload a partner's program guide so Partner Partner can draft that partner's tiers for them to review and publish — and how a guide differs from your own…
- Adding an Agency to Your Partner Program When You Invite ThemWhen you invite an agency to Partner Partner, you can also add them to your Partner Program. Here's how the option works, when it takes effect, and what the agency…
- When a Partner Adds You to Their Partner ProgramA tech partner added your agency to its Partner Program and you got an email about it. Here's what the email means, where to find the program, what Pending means,…
- Partner Agreements: Publishing One and Signing One Inside Partner PartnerTech partners can publish a partner agreement on a program, and agencies sign it inside Partner Partner. Here's how to publish one, how to sign one, and where to find…
- How Partner Tier Health & Accountability WorksWhat you should be expecting and how to get it