Agency Onboarding
Background:
- The goal here is to ensure we are up to date with how Agencies are performing in the Partner Program and on our platform.
- We want a way to tag an Agency when they are granted the free Business account so we can identify an Agency is using the account.
- We also want a way to track how many clients they are referring to us so we can see the growth and revenue generated from the Agency. This will help us identify the top-performing Agencies on our platform.
- Because of the way the Business Account is set up (unlimited features + unlimited sites), we also want a way to track how many sites an Agency is installing their plugins on. This will ensure they are not cutting us out of the equation and abusing our platform when working with their clients. Essentially, the Agency can decide if they want to charge the client on their end and then build the plugin on their Business Account and install on said client’s site. All of this can happen without our knowledge. We don’t want it to.
Specs
Scenario: Admin can make a new Business Account user “Agency”
GIVEN a user has applied to the Agency Program
AND they have been approved by the BD Team
WHEN an admin opens their Tech Support Helper
THEN the admin sees the option to make the user an Agency
Technote from Ben: We can just add a Role to the Roles table.
Scenario: Two types of affiliate in Tech Support Helper
GIVEN an admin views a user's Tech Support Helper
WHEN the admin clicks "Make user an affiliate"
THEN they will see a modal with two options, "Affiliate/Evangelist" and "Agency"
Scenario: Admin makes user "Affiliate"
GIVEN an admin views clicks "Make user an affiliate"
WHEN the admin selects "Affiliate/Evangelist"
THEN a record is created in the affiliate_infos table with an affiliate_type of "affiliate"
AND Tech Support Helper shows "This user is an affiliate"
Scenario: Admin makes user "Agency"
GIVEN an admin views clicks "Make user an affiliate"
WHEN the admin selects "Agency"
THEN a record is created in the affiliate_infos table with an affiliate_type of "agency"
AND Tech Support Helper shows "This user is an agency"
ENG Note: If we do end up creating a new field in the affiliate_infos table, we will need to add the “affiliate” type to ALL existing records.
Scenario: How many sites the Agency has on the Business Account
GIVEN a user has an Agency account
WHEN the admin visits their tech support helper page
THEN the admin should see a number of unique domains on which the user’s app were installed
Sample: https://docs.google.com/spreadsheets/d/1OUlC53tHYB2KDBlZazhECMqTpOoKtd83UFjiRevxPT0/edit#gid=1411059991 (looking for the numbers only - column E).
Scenario: List of user data
GIVEN a user has an Agency account
WHEN the agency visits their dashboard
THEN the agency should see a table with the following information:
User ID, email address, name of user/store name, POWr plan (free, starter, pro, biz), user joined date, revenue generated from user, their share in revenue and the status of payment (pending, paid or canceled).
Partner Tier Definition:
Every Partner has a Tier in which they will be in. This helps us limit the amount of work we are doing in terms of managing partners and allows us to focus energy on those who are making us the most money!
- POWr Up - This is the most basic Tier, a.k.a, every new partner will start from this Tier. The MRR (monthly recurring revenue) for this tier is $80. So, if a partner refers 1 business account user, they have hit the threshold!
- POWr Hero - This is the second level up from POWr Up. Only partners who hit $500 MRR will be in this Tier.
- POWr Elite - This is the highest tier for a partner. A partner will need at least $1000 in MRR to hit this level.
Please find links to resources:
Or have the email editor open as soon as they click “contact us” and email will be sending to [email protected].
ENG Note: These designs were created on Canva and although I tried to stick with the style guide, some elements, text inputs and buttons on contact us and resources page aren’t using designs from the style guide. Please ensure the buttons and text inputs are from our style guide. In addition, please keep the table design consistent with the one we have on the form response dashboard.
Also, the designs don’t highlight the page being viewed at the navbar (with the exception of the dashboard) so please take note of this and ensure the navbar changes to highlight which page the user is on.
Scenario: Email notification when a Business Account has been tagged “agency”
GIVEN a new user account has been tagged as an “Agency”
THEN send an email notification to user
Subject: Congratulations, your Agency Account is now ready for use!
Hi {First Name},
Congratulations! You’ve been approved to join the POWr Agency Program!
Your Agency Account is now set up and ready for use. Your referral link is https://www.powr.io?a={user_id}. This can also be found in your Agency Dashboard here (link dashboard).
Use your free account as a way to test our products and demo them to potential clients.
By using this account, you agree to our terms of service and acknowledge to abide by the terms of our Partner Program Agreement.
To get the ball rolling, we’d love to show you all that POWr has to offer! Please book a meeting here with a Product Expert who will walk you through the platform and share best practices for working with clients.
Don't forget to set up your payment information so you can start earning immediately.
If you have any questions, please respond to this email or feel free to discuss them on the call with our Product Expert.
We’re happy to have you aboard, and we look forward to supporting you!
To success,
The POWr Agency Team
Scenario: Email notification when a Business Account has been tagged “affiliate”
GIVEN a new user account has been tagged as an “Affiliate”
THEN send an email notification to user
Subject: Welcome to the POWr Affiliate Program!🎉
Hi {First Name},
Congratulations! You've been approved to join the POWr Affiliate Program!
We have set up an account for you on POWr. Simply log in using the following:
Username: {user_email}
Password: {user_password}
Use your free account as a way to test our products and add them to your site to showcase. By using this account, you agree to our terms of service and acknowledge to abide by the terms of our Partner Program Agreement.
Your Affiliate account is also set up and ready for use. Your referral link is: https://www.powr.io?a={user_id}. This can be found in your Affiliate Dashboard here (link dashboard).
To navigate to your Affiliate account from your dashboard, click the icon at the top right of the screen, navigate to 'Account' and you will see 'Affiliate' on the left-hand side. Don't forget to set up your payment information so you can start earning immediately.
When you share your affiliate link with your audience, they can create a free account on POWr. You'll earn a commission when they begin their paid subscriptions.
We’re happy to have you aboard, and we look forward to supporting you!
To success,
The POWr Affiliate Team