Partner Onboarding: Lifecycle Engagement Strategies

In the dynamic world of channel partnerships, the success of partner programs is tied to a comprehensive understanding of partner engagement. At Zift, we’ve been on a quest to decode the mysteries of partner engagement, and guess what?  We have undertaken an in-depth exploration to unveil some actionable insights into partner user onboarding. We look at partner login frequencies and engagement patterns at various stages of the onboarding process with the aim of providing actionable insights and strategic recommendations for elevating partner engagement. 

Decoding Large-Scale Clients

Let’s begin with our large-scale clients. Their partner users embark on their journey with an average login frequency of 3 times per month in the pre-onboarding phase. This phase is pivotal for laying the groundwork. Users begin acquainting themselves with the platform and setting engagement baselines. As they progress through the onboarding process, the average login frequency surges to an impressive average of 6.69 times per month. This escalation can be attributed to interactive onboarding tasks and personalized tutorials, creating a robust foundation for engagement.

Post-onboarding, the momentum doesn’t slow down. The login frequency experiences another surge, averaging 9.3 times per month. This uptick signifies a successful transition from being passive observers to active participants in the partner program. However, it’s worth noting that unboarded users exhibit lower engagement levels overall, underscoring the importance of implementing targeted and enticing pre-onboarding engagement strategies.

👉 Strategic Recommendations for Large-Scale Clients

Curious about how to take your engagement strategies to the next level? Look no further – here are our recommendations:

1. Immersive Onboarding Experiences

  • Craft intricate onboarding experiences incorporating personalized tutorials and interactive elements.
  • Utilize gamification elements to make the onboarding process dynamic and rewarding.

2. Ongoing Engagement Initiatives

  • Showcase new partner program content regularly.
  • Implement proactive re-engagement campaigns to boost active platform use.

3. Personalized Communication and Support

  • Schedule personalized check-ins to offer tailored advice.
  • Provide continuous training to maintain high engagement levels post-onboarding.

Navigating Small-Scale Clients

Aligning with their larger counterparts, our small-scale client’s partner users have an average login frequency of 3.19 times per month. Then, during the onboarding phase, login frequency experiences a moderate increase to an monthly average of 4.37. However, post-onboarding, there’s only a very gentle increase to 4.79 times per month. This can raise some red flags. There needs to be an enhancement in onboarding content and/or follow-up strategies. Unboarded users demonstrate consistent yet suboptimal engagement, again, underscoring the importance of pre-onboarding engagement. 

Deploying early engagement tools, offering tailored onboarding paths, and implementing continuous learning content become key components in bridging the gap between initiation and full participation for small-scale client’s partner users.

Pre-Onboarding Engagement

Aligning with their larger counterparts, our small-scale clients’ partner users log in an average of 3.19 times per month. During onboarding, login frequency experiences a moderate increase to 4.37 times per month. However, post-onboarding, there’s only a slight increase to 4.79 times per month, indicating a need for improvement in onboarding content or follow-up strategies.

👉 Strategic Recommendations for Small-Scale Clients

1. Early Engagement Tools

  • Deploy interactive tools like quizzes and guided tours to captivate users early in the onboarding process.
  • Infuse gamified elements to make the onboarding experience dynamic and rewarding.

2. Tailored Onboarding Paths

  • Offer multiple onboarding pathways targeted to different partner roles and needs.
  • Implement continuous learning content to provide ongoing training sessions.

3. Continuous Monitoring and Feedback

  • Implement a system to monitor engagement levels during onboarding and post-onboarding.
  • Gather insights and suggestions, actively incorporating user feedback to refine the onboarding process.

Let’s Wrap it up!

Partner onboarding isn’t a one-size-fits-all endeavor, and our recommendations, backed by data analysis and proprietary Zift data, reflect this understanding. 

We observed that our large-scale clients, handling extensive partner networks, tend to maintain consistent engagement levels. They can focus on sustaining ongoing involvement. On the other hand, small-scale clients often encounter challenges in initiating greater engagement. As a result, their emphasis is on targeted pre-onboarding efforts and active communication to increase user engagement throughout the onboarding process and beyond.

Hungry for more data and recommendations? Get the full report in our latest ebook: Onboarding Partner Strategies Part 1. (Part 2 will be coming out shortly, stay tuned!)


FAQ (Frequently Asked Questions)

Q: How can I improve engagement during partner onboarding?

A: Focus on creating immersive onboarding experiences, implementing ongoing engagement initiatives, and providing personalized communication and support.

Q: What are some strategies for small-scale clients to enhance partner engagement?

A: Deploy early engagement tools, offer tailored onboarding paths, and continuously monitor and gather feedback to refine strategies.

Q: How can I sustain partner engagement post-onboarding?

A: Regularly showcase new content, implement proactive re-engagement campaigns, and provide continuous training and support to maintain high engagement levels.

Q: How do I address lower engagement levels among unboarded users?

A: Implement targeted pre-onboarding engagement strategies, such as personalized communication and immersive onboarding experiences, to increase user interaction before formal onboarding begins.

Q: Where can I find more information on partner engagement strategies?

A: Check out our latest ebook: Onboarding Partner Strategies Part 1!