Partner Invitation Overview

The first priority for any channel program is to enrol partners. The entire purpose of a channel program is to recruit partners who will sell on your behalf.  The strategy and objectives of your recruitment plan will have been described as part of the Channel Success Plan. 

Unifyr supports two approaches to partner recruitment; inviting prospective partners to join and allowing prospective partners to register from your portal.  This article describes the invitation process. 

Inviting partners involves sending a pre-configured email from Unifyr Admin to prospective partners. The email includes a link to the registration page set up in your partner portal - the page includes a registration form for completion. For information about setting up a registration form, see Allowing Prospective Partners to Register.

When the form is submitted, the new partner account will either be pre-approved or be set up as a pending partner account requiring your approval to complete the registration. This depends on the setup agreed with your Unifyr team during system implementation. For more information, see About Pending Partners.

Unifyr provides a basic registration form that captures the information that is required as a minimum for the effective management of your partner database. This basic information consists of the company name, individual user's email address, and first and last name. You can request additional information by adding your Custom Fields to the form.

Before you Begin

Before implementing your partner program, you should consider the following questions:

• Decide if prospective partner accounts can be auto-approved (called Auto Onboarding in Unifyr) or you prefer to manually review/approve each request. For more information about the options available, see About Pending Partners.
• If manual approval is configured, decide who should be notified of new pending partner requests.

Related Topics

• About Partner Management
• Registration Pages
• Custom Pages