AppDirect Client Marketplace Launch (Onboarding)

AppDirect Client Marketplace Launch (Onboarding)

1. 01

   Log into the AppDirect admin console and navigate to the 'Storefront' section to configure the white-label domain and branding for the client.

   Ensure the client's logo, color scheme, and custom domain are applied before any product listings go live.

2. 02

   In the 'Catalog' tab, add the client's initial product offerings and set up subscription plans with recurring billing rules.

   Use the volume pricing rules to define tiered discounts for the client's reseller partners.

3. 03

   Configure the 'Partner Management' module to enable partner registration and profile creation for the client's reseller network.

   Set up the partner dashboard so resellers can track their sales and commissions.

4. 04

   Integrate payment gateways and tax settings under 'Billing' to automate checkout and invoicing for end-customers.

   Test a sample transaction to confirm the billing workflow functions correctly.

5. 05

   Connect the client's CRM (Salesforce or HubSpot) via the platform's native integrations to sync customer and subscription data.

   Map the relevant fields to ensure accurate data flow between systems.

6. 06

   Set up admin and sales rep accounts with tiered access levels under 'Users & Permissions'.

   Assign 5 admin accounts and 10 sales rep accounts as per the Professional plan limits.

7. 07

   Run a pre-launch checklist by reviewing the storefront, testing the partner registration portal, and validating the subscription provisioning workflow.

   Conduct a final walkthrough with the client to confirm all elements meet their expectations.