ZINFI UPMStart setup
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Step 2 · Program

Model your program

Pick the modules you need — onboarding, MDF, deal reg, training — and configure tiers, workflows, and approvals.

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Model your program product screenshot

What you'll do

  1. 1

    Enable the modules that match your motion

    Toggle Onboarding, Training, Deal Registration, MDF, and Incentives on or off. Disabled modules stay hidden from partners until you turn them on.

  2. 2

    Define your partner tiers

    Add tiers like Silver, Gold, and Platinum. Each tier controls which modules, assets, and incentives partners can see, plus their revenue share and support SLA.

  3. 3

    Configure approval workflows

    Pick who approves deal registrations, MDF requests, and tier changes. Route approvals to a channel manager, a shared queue, or an auto-approve rule.

Tips from the ZINFI team

  • Start with three tiers max — you can always add more later once you see partner behavior.
  • Deal reg and MDF are the two modules with the highest partner ROI; enable them on day one if you can.
  • Auto-approve deal reg under a threshold ($5–10k) to keep small deals moving fast.