Onboard a publisher partner, then prove the first month
One visual workflow takes a new partner from signup to activation, and then checks the partner’s first report against your own campaign data, line by line. Everything here runs on invented sample data.
Try it: by e-mail threads, or in one workflow?
Every case follows the same seven steps, shows who is holding it, and keeps a trail. In this demo a clean case takes about 14 minutes of people time (illustrative figure).
Seven steps, one canvas
- 1
Collect details
Partner form: business, sites, payout and tax data
- 2
Validate
Automatic checks on every field and document
- 3
Route for approval
A rule picks the approvers from the risk score
- 4
Approvals
Partner manager, plus compliance when flagged
- 5
Activate
Issue tracking links and payout terms
- 6
Reconcile month 1
Partner report against campaign data
- 7
Close and report
Approve the statement and archive the case
Three sample partners to try
- Clean path
Quillstone Media
Complete details, low risk. Only the partner manager approves.
- Missing document
Tidepool Daily
The tax form is missing, so validation blocks until it is supplied.
- Higher risk
Fernhill Network
A traffic-quality flag adds a compliance reviewer to the approval step.
About this demo
This is a generic illustration of how a visual workflow can run a revenue-operations process. Partner names, documents, campaigns and numbers are invented and seeded, so the same inputs always give the same result. Nothing is connected to a real system, nothing is sent anywhere and no data leaves your browser.