Purpose
This article will instruct Allbound Administrator users how to:
- Create a new Partner Plan from scratch
- Set up the Partner Plan Overview
- Set up a Partner Plan's sections
Also listed are our frequently asked questions for this feature.
Introduction
You cannot improve what you do not measure. Settings goals for your partners and creating visibility and accountability are essential for driving partner revenue. Allbound helps you quickly and easily automate that process, giving you and your partners real-time visibility of partner performance towards plan, maximizing the ROI of your partner program.
The information in the Details/Plan Overview section is important to you and your partners. It includes the purpose and name of the Plan, the timeframe, and important Plan milestones.
The Strategy, Onboarding, and Training Sections determine how your partners can and should interact with the Plan. You will be able to set who can edit or check off to-do items within the Plan.
Who Can Create a Partner Plan?
Per the portal's partner user roles, only Allbound Administrator users with the Partner Plan permission toggled on AND/OR users with the Owner role can create Partner Plans. A user with an Owner role can only create Partner Plans for the companies that they "own."
Where to Create a New Partner Plan
1. Login to the Allbound platform
2. Click on the Settings Gear icon within the top toolbar and then click "Partner Plan"
The Manage Partner Plans Table Overview
Upon clicking on the Partner Plan setting from the Settings Gear icon, you will land on the "Manage Partner Plans" tab. When you create Partner Plans, they will all be displayed within this tab.
A. Search Bar: search for a specific Plan
B. "+ Create Partner Plan" button: click here to create a new Partner Plan either from scratch or from a Partner Plan Template
C. "Filters" button: Click here to narrow-down your results for this table. The filter options are:
- Fiscal Year
- Status
D. "Columns" button: Click here to re-arrange and organize this table by customizing the columns. The column options are:
- Partner
- Partner Plan
- Fiscal Year
- Status
- Overall Completion
- Strategy
- Onboarding
- Training
- Sales
- Author
- Created Date
- Last Updated
- Your Created Revenue Goals
E. "Export" button: Export and download this table in CSV file format
F. Partner Plan Status: Displays the status of the Plan. Statuses are:
- Draft
- Scheduled
- Active
- Archive
- Completed
G. 3-Dot Menu: Depending on the Plan's status, click here to Edit, View, Delete, and/or Reconcile a Plan
How to Create A New Partner Plan from Scratch
1. Login to the Allbound platform
2. Click on the Settings Gear icon within the top toolbar and then click "Partner Plan"
3. Within the "Manage Partner Plans" tab, click on the “+ Create Plan” button in the upper right corner
4. Once you click this button, a pop-up window will emerge. Click "Create a Partner Plan from Scratch"
3. Once you click the "Next" button, you may begin to create a new Partner Plan
Outlining the Partner Plan Sections
The Details/Plan Overview Section
Within this section are four important fields:
A. "Partner Plan Name" (required)
This is where a name for the Plan can be given. It is important to choose a name that will succinctly describe the purpose of the Plan in a single sentence so your team can identify its purpose.
B. "Partner Plan Description" (optional)
Adding a description is optional, but helpful, if needing to add notes or additional information about the creation of the Plan.
C. "Select Partner"
Selecting a partner can be done by searching by name. Once this value is selected and saved, it cannot be changed. Any mistakes will need to have a new Plan created.
D. "Select Fiscal Year"
The fiscal year for the Plan can be set with this field. If a Plan is not set for the correct fiscal year, you can change it after saving.
Once you have all of the above information entered, you can click the "Save as Draft" button in the upper right of the page to save your progress. To move to the next Partner Plan section/tab, click the "Next" button on the bottom right of the page.
The Strategy, Onboarding, and Training Sections
Within these three sections, you may add descriptions and goals for the Partner Plan. As an Allbound Administrator user, you may rename these section's titles based on your company's jargon/nomenclature.
Adding a New Description
Similar to adding a description to The Details/Plan Overview section, we recommend adding one with detailed information pertinent to each of these sections to ensure all of your partner users are on the same page for this Partner Plan.
Click on the "+ Description" button to build out a section's description.
Adding a New Goal
Within the Strategy, Onboarding, and Training sections, you may add two different types of goals:
- A Checklist Goal - A checklist goal can be tasks internal or external to the portal that you wish to check things off, similar to a to-do list. When partner user roles of Owner, Executive, and/or Manager mark items as "Complete" within a checklist goal, those users information will save as a name and date timestamp.
- A Learning Track Goal - A learning track goal is one that is internal to the portal. For example, you may want five users of a specific partner company to watch an Onboarding Learning Track.
To add goals, simply click on the "+ Goal" button and then choose which type of goal to add
Adding a Checklist Goal
To add a new Checklist Goal, click on the "+ Goal" button and then choose "Checklist" from the Goal Type field.
Fill out each field with information and then scroll down to create your checklist items. To add multiple items, click the "+" icon. When you are finished building out this checklist goal, click the "Add" button to save your changes.
An incomplete checklist goal will look like the below image:
A completed checklist goal will look like the below image:
Adding a Learning Track Goal
To add a new Learning Track Goal, click on the "+ Goal" button and then choose "Learning Track" from the Goal Type field.
Fill out each field with information and then scroll down to select your published Learning Track and designate how many users needs to complete it. When you are finished building out this Learning Track goal, click the "Add" button to save your changes.
A Learning Track goal will look like the below image:
Once you have added description(s) and goal(s) to these sections, you can click the "Save as Draft" button in the upper right of the page to save your progress. To move to the next Partner Plan section tab, click the "Next" button on the bottom right of the page.
The Revenue/Sales Goals Section
When creating a Sales goal within the Sales tab, you will have some different options available. You will be able to establish baselines for how much pipeline generation you would like partners to produce. Additionally, you can determine if you would like to define the value as a quarterly goal or a yearly goal. Learn How to Create a Revenue Goal in Partner Plan.
When you are finished adding all of your information to all of the tabs and sections, your Partner Plan will be complete. Learn How to Assign a Partner Plan to a Company.
Partner Plan Activation
Now that you have created your Partner Plan, the next step is activating it. The portal will leave plans in the "Scheduled" status until the fiscal year they were assigned. These Partner Plan statuses are located within the Manage Partner Plans table.
*Note: If it is currently the current fiscal year assigned to the Plan but it is not automatically activating, this is to be expected. There is up to a 20-minute delay in the Plan activating, but it will automatically activate.
It is important to point out that the Plan will not update retroactively, so if you would like to create a Plan to account for retroactive data, that would be done on goal creation. For example, if a sales goal is for $50,000 dollars and they already have $30,000 submitted, the goal would be created for $20,000 remaining with a description for why the value is set that way.
Frequently Asked Questions
Q. Which kind of notifications are associated to Partner Plan?
A. The Allbound platform will send out an email notification to the associated users when a new Partner Plan is created.
Q. Does a notification send when a Partner Plan is completed?
A. No notifications are sent when a Partner Plan is completed.
Q. For the Checklist Goals in Partner Plan, is there a character limit?
A. No, there is not a character limit for Checklist Goals in Partner Plan.
Q. Can Allbound Administrator users edit a Partner Plan after assigning it to a partner company?
A. Yes. Allbound Administrator users can edit a Partner Plan after assigning it to a partner company.
Q. When creating a Partner Plan, do we have to use all of the sections?
A. As an Allbound Administrator user, if you want to remove sections/tabs, you simply do not add any Goals to the section. A section/tab will only show to a partner company if a Goal has been added.
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about our Partner Plan feature: