Another side to monday.com
Everyone knows monday.com as a leading work management platform that powers collaboration for teams in over 200 industries across the globe. But behind the scenes, the company is building a growing ecosystem of more than 700 certified partners in over 50 countries who help businesses implement, customize, and scale monday.com solutions.
These partners are consultants, developers, and system integrators who work with companies of all sizes to turn monday.com into a central nervous system for their operations. From automating workflows to building powerful apps, monday.com partners play a critical role in driving digital transformation.
The Challenge
The monday.com onboarding team faced major challenges in managing the high volume of partners joining their Authorized Partners Program each month. Despite onboarding thousands of partners, the process was manual, inefficient, and lacked scalability.
The monday.com partner onboarding team needed a solution that could automate the processes, improve operational efficiency, and deliver a more personalized, high-touch experience to every partner.
Specifically, the monday.com team needed a system that could efficiently collect key information while maintaining consistent communication—ensuring no partners or details slipped through the cracks.
The Solution
To meet their growing onboarding demands, the monday.com team turned to spot-nik’s SuperForm and SuperMail apps, two best-selling apps that can be used together to create an unparalleled onboarding experience.
SuperForm made it easy to collect the critical data needed from each new partner right at the start, using a customized form embedded directly into the application process. Once submitted, each form automatically created a new item in their board, triggering a series of tailored onboarding actions. That’s where SuperMail stepped in.
With over 20 customized email templates, the team was able to guide each partner through a personalized onboarding journey using automated communication to send next steps and ensure no one was left behind. All of this happened easily within monday.com, allowing the team to track, manage, and optimize the experience in real-time.
The result? Faster activations, higher quality onboarding, and a smoother experience for every new partner.
Kicking Things Off with SuperForm
The monday.com team used SuperForm to create customized links to forms for each partner through which they could gather personal information and have it inserted directly into the relevant fields in the monday.com partner management board. No manual data entry, no missed info—just accurate, actionable insights from the moment of registration.
Keeping Momentum with SuperMail
The monday.com team used SuperForm to create customized links to forms for each partner through which they could gather personal information and have it inserted directly into the relevant fields in the monday.com partner management board. No manual data entry, no missed info—just accurate, actionable insights from the moment of registration.
