Creating a New Partner Profile

Follow

Introduction

Each partner company can have one profile per partner program.

If a partner program has a linkage with a partner profile template and when a member from a partner company joins the program, then, the Partner Profiles tab is enabled for that program 

Partner Profiles help WorkSpan build the intelligence to connect you with other partners with similar/complementary interests.

Setting Up Partner Profile Templates

WorkSpan provides program owners pre configured partner profile templates.

As a partner program owner in WorkSpan, you can update/request updates to partner profile templates in WorkSpan. (Contact WorkSpan Network Success for any template queries).

You can:

  • Add/request custom fields to the standard partner profile template. The profile requirements include mandatory fields such as an internal Partner ID that your partner must specify to be accepted to your program.
  • Include sections (and custom fields within the section) that are only visible to accepted members for the profile.
  • Select the Partner Program with which you want to share the template.

The partner profile includes additional details about your partner company’s capabilities and interests in the program:

  • Company Program Profile - partner's role and value proposition in the program
  • Target Customers - customers that your partners are targeting
  • Target Partners - types of partners are your interested in working with
  • Program Competencies - program-specific expertise and certifications

Creating a Partner Profile

Steps:

  1. Invite a partner to your program by sharing your program with him/her. You can share with multiple partners too. Your partners get an email to join the program.
  2. User(s) can click on Join the Program link to initiate the registration process.
    emailtojoin.gif
  3. Your partners are directed to log in to WorkSpan.
    signup2.gif
  4. Enter your Full Name, Company Name, Password and Confirm Password.
  5. Check the checkbox to agree to WorkSpan items of Service and Privacy Policy.
  6. Click Join WorkSpan. Partners are asked to accept the program agreement and enter the requisite partner ID in the profile creation wizard to create a profile.
    acceptprograminvite.gif
    acceptterms2.gif
  7. Partner Profile screen opens. Fields here depend on template associated to the program.
    partnerprofile.gif
  8. Enter your Partner ID, Description, Partner Type, Partner Manager.
  9. Enter/Select your Target Customer Profile information such as your Target Customer Industry (e.g, Automotive), your Target Customer Region (e.g, EMEA or Asia Pacific) to showcase the kind of customers or preferences in any regions that you are targeting.
  10. Enter/Select your Target Partner Profile such as your Target Partner Type (e.g, Channel Partner) and/or Target Partner Region (e.g, EMEA or Asia Pacific) to showcase the kind of customers or preferences in any regions that you are aiming to partner with.
  11. Click Create Profile. A success message is shown and your profile is added to your partner program.
    companypartnerprofiles.gif
  12. To view all profiles in a program, click the Partner Profiles tab.
    partnerprofile2.gif
  13. Click on a Profile ID or Name to navigate to the profile details. If you are an owner, on a profile, you can edit the profile details too. See Viewing Partner Profiles
  14. Click Find Partners to find one or more partners with whom you might want to nurture a partnership. See Finding Partners

Inviting Members From Your Company or Existing WorkSpan Member Company

  1.  Jennifer is an existing WorkSpan member and Jennifer's Company Atom Inc. is already a registered company on WorkSpan. Jennifer receives an invite from Mary (via WorkSpan) to join a P2P Program.
  2. Jennifer accepts the invite to Mary's P2P program and as this is an invite for P2P Program, Jennifer is also prompted to enter additional partner profile fields as prescribed by the template associated to the program.
Note: Partners can skip the profile registration at the time of joining the program. They’ll be able to edit and complete the profile when they login to the program at a later time.
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.