Features & Benefits
Editable Partner Forms
Partner forms are pre-configured (but editable) with industry best-practice questions for capturing all partner-related data. The data transmitted through these forms is your main online interaction with your partners.
This information goes into a built-in MySQL database that can stand alone, or integrate with your CRM or marketing automation systems—either the form or the CRM/MA system can notify you when a form is submitted.
Following are the main pre-configured forms:
This is a partner “Job” application—not a lead form. It contains detailed profile information to help you qualify partners initially, and later when you need to find new partners similar to your best ones. Includes a “Click-Through” partner agreement for Reseller & Affiliate forms.
Partners register or “claim” accounts. You can approve or reject. Reduces channel conflict.
Can be used by referral partners to manually submit leads. Or, partners can submit referrals through links via the Affiliate Management module.
The option to have partners submit purchase information through this form—which can be easily customized for your process.
A built-in survey for partners to give feedback about your portal and partner program.
Used by a partner salesperson after the initial portal overview to test knowledge of program. Completion is often tied to NFR copies as an incentive.
Contains the form and the industry best-practice MDF policy.
Used when referral partners link to a landing “squeeze” page you create for their referral links.
Partners can report competitors promotions, recruiting efforts, etc. that you can learn from and leverage.
Forms can integrate with all popular CRMs, Marketing Automation, Payment Processors, Anti-Spam, Project Management, File Storage, Mass Email, Analytics, Surveys, and more via over 60,000 additional add-ons that can be easily added. See Integrations for a detailed list.
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I join a LOT of affiliate programs (connoisseur–like to see what they do), including Amazon, so there may be links throughout Chanimal.