For an effective onboarding process, partners must understand how their partner accounts will move through the stages from registration to full activation. This document will clearly define the stages of a partner account’s lifecycle, making it easier for both the partner and the media partners to complete setup for each partner account and facilitate partner account operations without unnecessary delays.
Partner Account Lifecycle
Every partner account will follow an established lifecycle as it progresses through the various stages of setup, validation and readiness. Each stage of a partner account lifecycle represents the level of completion and determines which actions the partner can perform within that stage.
In order to have complete access to all integration and collaboration opportunities with advertisers, each partner must transition through each stage of the partner account lifecycle process in chronological order.
Stages of Partner Account Lifecycle Status
1. Initial Stage: Pending
When a partner creates an account in the system, the account will automatically be in the Pending stage.
At this stage, the partner is only able to perform limited actions because the minimum setup process has not yet been completed. The minimum setup process requires that all required fields be filled out with accurate information and that the partner’s profile be verified before moving to the next stage of the lifecycle.
Characteristics of a partner account in the Pending stage include:
- The partner has started the account creation process
- The partner’s core account details are incomplete
- The partner has not yet had access to any advanced features
In order to proceed to the next stage of the partner account lifecycle process, the partner must complete the required information fields and verify the partner account information.
2. Intermediate Stage: Approval Pending
When all of the Required Information is submitted by a Partner, their Partner Account will change to the Approval Pending status. This is a crucial step as it provides the opportunity to prepare the technical settings necessary for tracking and integration.
During the Approval Pending Status, the Partner can:
- Assign the tracking configurations
- Utilize Testing Tools
- Prepare the Account to be Approved (Final Stage)
The Approval Pending Status is the only phase in which the Partner can validate the functionality of the tracking. Validating that the functionality works properly will ensure that the data can flow as expected after the Account becomes Active.
If these activities are not completed, activation could be delayed; therefore, each Partner must confirm that they have all the required configurations before going forward with their application.
3. Final Stage: Active
Once the Partner has completed both the configuration and Validation of the Account correctly, once approved, they will gain access to the entire platform and may begin using the platform to connect with Advertisers. The Partner Account is now Active for the purpose of real-time operations such as tracking and working together.
Characteristics of the Active Status:
- The Partner Account is fully functional.
- The integration between the Advertiser and Partner is complete.
- All of the systems for tracking are operational.
Every Partner must ensure their configurations have been set correctly prior to achieving the Active Status since modifications may be limited.
Key Actions Required for Partner Activation
Completing Setup Requirements
To make progress through all levels of the process successfully, partners must:
- Enter – Correct and complete information for the profile
- Verify – All required credentials to be accurate and confirmed
- Confirm – No required field is missing or incomplete
As you have read, a common problem for partners that are stuck/finding difficulty getting through earlier levels of the process is missing information.
Verifying Tracking Configurations Prior to Activation
Partners must verify their tracking systems using test data before activating them to be fully operational.
The following is ensured:
- The proper recording of data
- Integration without issue
- Tracking links function correctly
The skipping/rushing of this step may cause issues with the tracking process later on. Therefore, partners must complete all verifications.
Finalizing Account Activation
Once configurations have been verified the partner can activate the account. The activation will confirm that the account has successfully met all requirements necessary for the account to be operational.
If the partner is fully prepared, the partner will have no difficulty transitioning to the active level.
Post Activation Steps
- The partner is eligible to work collaboratively with advertisers on the account and to share with advertisers the required information for proper integration following activation.
How to Find Your Partner ID Follow these steps to help identify your partner id:
- Access your account dashboard
- Locate your company profile page
- Access your partner company information
Your partner ID is very important because it will assist you in establishing connections with other parties
Using Partner Details for Integration
When a partner becomes active they need to:
1. Share the advertiser’s identifying details with the advertiser.
2. Use correct tracking codes/URLs in their links.
3. Ensure consistency with all of their integrations.
Correctly sharing this information allows the partner to continue tracking and reporting performance accurately.
Partners should remember:
1. Each partner should complete all onboarding steps to perform smoothly.
2. Test all configurations before they become active.
3. Providing accurate information allows for faster approval.
4. Early validation helps reduce potential integration issues
Conclusion
Understanding and following through on the onboarding process as a partner is critical to managing the partner account successfully; therefore, a partner should complete all required actions carefully through all stages of the onboarding process, from initial set-up through final activation. Consequently, by following the appropriate flow, a partner can have a seamless transition into complete operations.
Proper configuration of a partner account helps integrate efficiently and sets up a partner to collaborate satisfactorily with advertisers.
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