Partner Tiers & Automated Margins

Partner Tiers automatically calculate partner payouts based on defined margin goals, streamlining payment management and offer approvals across different partner groups.

Overview

Partner Tiers transform how you manage Partner Oayouts and Offer access.

Instead of setting fixed Payouts per Offer, you can define margin goals for different Partner groups and let the system automatically calculate Payouts as a percentage of Revenue.

This not only saves time but ensures consistent profitability across your partner program.

Key Terms

Key terms related to Partner tiers and margin settings.

➔ Margin: Your Profit percentage from Revenue.
➔ Tier: A group of Partners sharing the same margin and Offer access settings.
➔ Default Tier: The automatic assignment tier for new Partners.
➔ Revenue Share: The percentage of Revenue paid to Partners (100% - Margin).
➔ PRV: Percentage of Revenue - how Payouts are calculated in tier system.

Why Use Partner Tiers?

Automate Payout Calculations: No more manual Payout adjustments
Ensure Consistent Margins: Maintain profit goals across all Offers
Streamline Offer Access: Automatically approve Partners for relevant Offers
Scale Efficiently: Manage large Partner programs without increasing overhead
Maintain Profitability: Guarantee your desired margin regardless of Offer revenue

Heads Up! When enabled, this feature is activated for all Partners, and each group must be assigned to a tier. New Partners automatically join the Default Tier.

If you have at least one Partner Tier set up, keep in mind that partners will be automatically added to the default tier. If you don't want certain Partners in the default tier, you'll need to manually remove them.

How Margins Work

Example calculation:

Revenue = $1
Margin = 30%
Your Earnings = $0.30 ($1 * .30)
Partner Payout = $0.70 (Revenue - Your Earnings)

Alternative calculation:

(100% - % Margin) * Revenue = (1 - 0.30) * $1 = $0.70

Heads Up! A Revenue value must be defined for Partner Tiers to function properly.

Step-By-Step Guide

We'll show you how to set up a new tier with specific margin and Offer access settings.

Configure Tier Settings

Navigate to Partners > Tiers

Click + Tiers

Fill in required information:

Name (required)

Status (Active/Paused/Deleted)

Description (internal notes - not visible to partners)

Labels (for organization)

Margin percentage (required)

Select and Assign Partners

In the Partner Selection section:

Browse available Partners

Use search

to find specific Partners

Use filters to narrow down the list (click the funnel icon

near the Search Bar)

Move Partners between Available and Selected columns

Click Save to confirm selections

Configure Offer Access and Settings

Navigate to the tier details by clicking on the tier name

Click +Add/Edit in the Offers section

Select Offers for the tier

Configure for each Offer:

Apply Margin toggle

Auto-approve Partners toggle

Note: These settings override Offer-level settings.

Assign Default Tier

Go to Partners > Tiers

Find the desired tier

Click the default indicator (checkmark)

Confirm your selection

Real-Life Examples

Let's look at some common scenarios you might encounter and how to handle them.

Example 1: Multi-Level Partner Program

Scenario: An e-commerce company with three tiers:

Premium Partners (10% margin):

Top performers

Automatic approval for all offers

Higher revenue share

Standard Partners (20% margin):

Established partners

Automatic approval for public offers

New Partners (30% margin):

Default tier for new sign-ups

Limited offer access

Lower revenue share until proven

Example 2: Market-Specific Tiers

Scenario: A SaaS company segments partners by market type:

Enterprise Partners (15% margin):

B2B focused

Access to enterprise-specific offers

Consumer Partners (25% margin):

B2C focused

Access to consumer-specific offers

As you can see, depending on your business type and needs, Partner Tier can be used in different ways and customized to your liking.

Good to Remember

Key considerations for using Partner Tiers effectively.

Partners don't see tier information or PRV in their portal

Tier changes affect future earnings, not past transactions

Custom Payout Settings override tier settings

Revenue values must be set for Partner Tiers to work

New partners automatically join the default tier

Tier filtering in reporting shows all activity for partners in the tier, regardless of when they were added

Common Issues

Issue ❌

Solution ✅

Payouts Not Updating

Check if custom payout settings are in place

Partners Not Auto-Approving

Verify tier and offer settings

Margin Not Applying

Ensure revenue values are set for offers

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