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Product Release - July 5, 2023

Prashant
Prashant
  • Updated

Partner Journey Automation

User has not completed a certification trigger

Use the new "User who has not completed a certification" trigger to nudge users that have not completed a certification within a specified time frame.

For example, if you added a certification and requested users to complete the certification, you could create a PJA trigger for the "User has not completed a certification" within a time frame.

You can create a trigger for a certain certification, or if you do not select a certification, the trigger would be for any certification created in Allbound.

 

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Marketing Development Funds (MDF) Registry

(New Feature! Contact your account executive for pricing/availability)

MDF Registry is now available and MDF Credit can be utilized as a type of incentive for partner rewards.  MDF Credit can be awarded to partners based on deal stage (i.e. Closed-Won) and with the amount calculated as a flat rate or percentage of deal value.

MDF Credit that has been awarded can be viewed by partners giving them an idea of how much credit they can request from for marketing purposes.  When MDF is requested and approved, a Debit entry will deduct from their balance. 



Partners will see the available balance when entering requests.

Vendors will be able to see the available balance for the submission and determine whether to approve or deny the request based on available funds (balances can run negative if desired).

All of this provides another incentive option for your partner program!

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