Journeys
How many active journeys are there?
How many journeys have been completed?
What is the completion percentage for each journey?
Are you using workflow journey email notifications to keep partners engaged?
Welcome Journey, at a minimum, with workflow assignment and widget on the homepage
or message with a link.
Tips & Ideas: You can provide access to a hidden asset as part of a
journey/completion to incentivize partners further.
Brainstorm: Are you using journeys to welcome new partners and introduce
them to portal functionality? Are you using workflows to assign
journeys to new partners/based on partner behavior? Are you
pointing partners toward journeys on the homepage/dashboard
with a link or widget?
Event Calendar
How many calendars have been created/are being used?
How many events have been created/are being used?
Are you using event registrations? (If so, how often/much are partners registering
for events?)
Are you linking to the event calendar from the homepage/dashboard with a link or widget?
Program Compliance Manager
Have you set up a tier structure?
Are there revenue objectives?
Are there clear benefits to partners for each tier?
Are you comfortable setting an override if needed?
Review settings to ensure they are configured properly.
4
