Managing the Goals in a Tier

• In the Goals screen, click Create Goal (or Add Goal if your program already has some Goals configured).

• In the Create New Goal window, enter this information:

  Parameter	Type	Description
  Name	Text	Enter a partner-facing name for the Goal.
  Partner CTA	Text	Enter a short description of the activity represented by the Goal. This field may not be available in your implementation.
  Tiers	Multi-select	Select the Tier(s) to which the Goal applies. If you select multiple Tiers, you will have the opportunity to set different achievement levels for the Goal in each Tier, if required. This applies to Goals based on Training, Leads, and Deals objectives.
  Requirements	Specify the requirements for completing the Goal, using rules
  Object Type	Dropdown	Select the object type that will be examined for this rule: Partner Fields Selected Partners Partner Groups Marketing Activities Partner Profile Training Deals Leads Events
  Object	Dropdown	Select which object will be evaluated for the rule. If you’re configuring a rule based on the Events object, you can choose activities from various areas of the portal as the subject, such as Certification Completed, Deal Distributed, Partner User First Login, etc.
  Operator	Dropdown	Select the operator for the rule.
  Value	Dropdown	Specify the value that must be currently applied to the object/aspect for the rule to be evaluated as TRUE. If you’re configuring a rule based on Marketing Campaigns the user has activated, all active campaigns from Partner Marketing > Campaigns that have valid effectivity are listed for selection. If you’re configuring a rule based on Deals, you can specify the Type, Stage, Currency, Status and Close Date of Deals to take into account. Note: When using the Deal object, Status defaults to Approved. Remember to adjust the status if necessary. If you’re configuring a rule based on Leads, you can specify the Registration Date of Leads to take into account. If you’re configuring a rule based on the Training, Leads, or Deals objects, you are presented with a field for each Tier to which the Goal applies. Add the Tier-specific values in the fields.
  Example 1: Configuration: Events / Partner User First Login / At Least / 5 Description: At least 5 users have logged into the partner portal for the first time
  Example 2: Configuration: Events / Company Profile Updated / At Least / 1 Description: The partner has updated their company profile once or more
  Example 3: Configuration: Marketing Actions / Campaign / Activated / Campaign with Agency Offering Description: The partner has activated the campaign named Campaign with Agency Offering
  Example 4: Configuration: Leads / Registered / At Least / 10 (Silver), 50 (Gold), 100 (Platinum) / Registration Date = All Time Description: Partner has generated at least 10 leads (Silver Tier), 50 leads (Gold Tier), 100 leads (Platinum Tier)
  Example 5: Configuration: Deals / Total Value / Is / 2000 (Silver), 10000 (Gold), 20000 (Platinum) / Stage = Closed Won / Currency = USD Description: Partner has closed deals to the value of $2000 (Silver Tier), $10000 (Gold Tier), $200000 (Platinum Tier)

• Click Save.
• Click Add Goal to repeat this process and add more Goals to your program, as required.

When you’ve finished, the Goals are listed in Configure > Goals with their Tiers assigned.