Creating and Modifying Programs

To Create a Program

1. Click Partner Programs in the Channel Management panel on the Comergent eBusiness System home page.

   The Program List page is displayed.

2. Click New Program.

3. Enter a name and description for the new program.
4. Specify whether this is an MDF or a Co-op program.

   Your choice will determine whether MDF or Co-op payment accounts are used to allocate funds to partner activities undertaken under this program.

5. If you want channel managers to be notified that the program has been created, then check the Notify Channel Mgrs check box.
6. Set start and end dates for the new program.
7. If you want to specify that this program is to for only a restricted set of partners, then check the appropriate check boxes under Assignment Profile Types, Assignment Profile Levels, and Assignment Territories. Only partners that meet one or more of these criteria will be assigned the program.
8. Click Create.

To Add an Activity

Once you have created a program, then you can define activities for the program.

1. Navigate to the program to which you want to add an activity.
2. On the Program Detail page, click the Activities tab.
3. Click New Activity.

4. Enter a name and description for the new activity.
5. Set submission dates as appropriate.
6. Specify which form should be used to submit pre-approval requests. See To Create an Approval Form for more information on creating approval forms.
   1. Click ... under the Preapproval Process text field.
   2. In the Hierarchical Entity Picker window, navigate to the MDF Application Forms -> Approval Request Forms list.
   3. Select the form that you want to use.
   4. Click Done.
7. Specify which form should be used to submit claims. See To Create a Claim Form for more information on creating claim forms.
   1. Click ... under the Claims Process text field.
   2. In the Hierarchical Entity Picker window, navigate to the MDF Application Forms -> Claims Request Forms list.
   3. Select the form that you want to use.
   4. Click Done.
8. Click Create.

To Upload a Marketing Plan

Once you have created a program, you can associate a marketing plan with a program. This is a document that describes the program and the activities that it supports. Partners can consult the marketing plan when they want to choose how to participate in it. The plan is simply a file, typically a Word document, that you upload to the Comergent eBusiness System.

1. Navigate to the program to which you want to add a marketing plan.
2. Click the Browse next to the Marketing Plan text field.
3. In the File Chooser dialog box, navigate to the file that describes the marketing plan. Select it and click Open.
4. Click Upload.

   The file is uploaded to the Comergent eBusiness System, and you can check that it is correct by clicking View Marketing Plan.

To Assign a Program to a Partner

Once you have created a program and its activities, you can assign it to one or more partners so that they can begin to plan and execute activities, and make claims against the activities. Note that you can only assign active program to partners: programs that are In Creation cannot be assigned.

1. Navigate to the program to which you want to add an activity.
2. On the Program Detail page, click Assignments.

3. Check the check boxes for the partners to whom you want to assign this program.
4. Click Assign.

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