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Partner Tiers & Automated Margins
Partner Tiers & Automated Margins

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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.

1 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)
2 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
3 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.
4 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