> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Build Partner Onboarding Pipelines in Kiflo

> Create onboarding pipelines, set up stages and actions, start partners through the process, and track progress from a kanban board or partner page.

Partner onboarding in Kiflo gives you a structured, trackable way to guide new partners from sign-up to fully active. You define the process using **onboarding pipelines** — each pipeline contains ordered stages, and each stage can include actions that partners must complete from their portal. This keeps partners self-sufficient, reduces manual back-and-forth, and gives you real-time visibility into where every partner stands.

## How Onboarding Pipelines Work

An onboarding pipeline is different from a prospection or deal pipeline. It represents the series of steps a new partner goes through to become ready to sell — things like completing a welcome survey, signing an agreement, attending a training session, or passing a product quiz.

You can create a separate pipeline for each partner program. For example:

* **Reseller onboarding** — stages tailored to resellers with actions like reviewing pricing guides and completing deal registration training
* **Solution provider onboarding** — different stages with different actions suited to technical partners

A partner can belong to multiple onboarding pipelines at the same time if they are enrolled in more than one program.

## Set Up an Onboarding Pipeline

<Steps>
  <Step title="Go to Partner Onboarding">
    In the main menu, click **Manage**, then select **Partner Onboarding**.
  </Step>

  <Step title="Create a New Pipeline">
    Click **New pipeline**. Enter a descriptive name for the pipeline — for example, "Reseller Onboarding" or "Affiliate Getting Started".
  </Step>

  <Step title="Set Visibility for Partners">
    Choose whether partners can see this pipeline in their portal:

    * **Toggle on** — Partners see the pipeline, its stages, and their assigned actions. They can complete actions directly from their portal, giving them autonomy and reducing your workload.
    * **Toggle off** — The pipeline is hidden from partners. Use this when you want to track onboarding internally without exposing the process.

    Click **Add** to create the pipeline.

    <Tip>
      Make pipelines visible to partners whenever you include actions they need to complete. Empowering partners to self-serve through onboarding saves your team significant time.
    </Tip>
  </Step>

  <Step title="Add Stages to the Pipeline">
    Open the new pipeline and click **Add stage**. For each stage, fill in:

    * **Stage name** — A short, meaningful label that is visible to both channel managers and partners (for example, "Welcome", "Training", "Certification")
    * **Description** — A brief explanation of what happens in this stage

    Add as many stages as your process requires.
  </Step>

  <Step title="Customize Stages and Add Actions">
    Click on any stage name to open the stage editor. From there you can:

    * Rename the stage or update its description
    * Add **actions** — tasks that partners must complete before moving to the next stage

    Actions are the specific to-do items partners see and check off from their portal. Examples include watching a video, signing a document, or completing a quiz.

    <Note>
      You cannot delete a stage that currently contains partners. Move those partners to another stage or pipeline first.
    </Note>
  </Step>
</Steps>

## Start a Partner on an Onboarding Pipeline

Once your pipeline is set up, you can enroll partners in two ways.

<Tabs>
  <Tab title="From the Kanban Board">
    <Steps>
      <Step title="Open the Partner Onboarding Page">
        Navigate to **Manage** > **Partner Onboarding** to see the kanban board view of all partners in the selected pipeline.
      </Step>

      <Step title="Select the Pipeline">
        Use the top-right dropdown to choose the pipeline you want to add the partner to.
      </Step>

      <Step title="Click Start Onboarding">
        Click **Start onboarding**, search for the partner you want to enroll, then click **Start**. The partner is automatically placed in the first stage of the pipeline.
      </Step>
    </Steps>
  </Tab>

  <Tab title="From the Partner's Page">
    <Steps>
      <Step title="Open the Partner's Page">
        Navigate to the specific partner's profile page.
      </Step>

      <Step title="Click the Onboarding Tab">
        Click the **Onboarding** tab on the partner's page.
      </Step>

      <Step title="Start Onboarding">
        Click **Start onboarding**, select the pipeline the partner should follow, then click **Start**. The partner is automatically added to the first stage.

        <Note>
          You can only start onboarding from a partner's page if that partner is not yet enrolled in any onboarding pipeline.
        </Note>
      </Step>
    </Steps>
  </Tab>
</Tabs>

## View and Track Onboarding Progress

You have two places to check where partners stand in their onboarding.

### The Onboarding Kanban Board

Go to **Manage** > **Partner Onboarding** to see all partners currently in the selected pipeline, organized by stage. Switch between pipelines using the dropdown in the top right. This board gives you an at-a-glance overview of how many partners are in each stage and where bottlenecks may be occurring.

### The Partner's Onboarding Tab

Open any partner's page and click the **Onboarding** tab to see and manage that specific partner's onboarding progress. From here you can review completed actions, move the partner between stages, and track their overall status within the pipeline.

## Managing Pipelines

<Warning>
  You cannot delete an onboarding pipeline that still contains partners. Move all partners to a different pipeline before deleting.
</Warning>

You can change a pipeline's visibility at any time by opening the pipeline, clicking **Edit** in the **About this pipeline** section, and toggling the **Visible to partner main contacts** setting. This lets you hide a pipeline from partners during setup and make it visible once it is ready.