Creating and coaching subnetworks in PartnerHub

What is the value of using subnetworks?

Subnetworks help you segment your locations the way you actually run your network — so you can filter faster, report by meaningful groupings, and know where specific support is needed.

You can use subnetworks to:

Filter the view on your Accounts page (Locations > Accounts)
Segment reporting on your Insights pages
Identify trends or needs within specific segments

Think of subnetworks as flexible segmentation that makes network coaching and data-based decision-making easier.

How do I create new subnetworks?

1. Sign in to your PartnerHub account.

2. Navigate to Locations > Subnetworks.

3. Click the + New Subnetwork button.

4. Choose which category your new subnetwork will belong to by clicking the associated type and then category tiles:

Geographical
- District
- Region
- Territory
Age and Activity
- Performance (e.g., high-performers, mid-performers, under-performers)
- Maturity (e.g., new, mature)
- Experience (e.g., single-unit operators, multi-unit operators, new franchisees, veteran franchisees)
- Type (e.g., storefront, kiosk, and mobile unit)
- Operational Structure (e.g., corporate-owned, franchisee)
Market

- Demographic (e.g., income level, age distribution, cultural demographics)
- Saturation (i.e., competition in a given area)
- Growth Potential (i.e., potential for expansion in its market)
- Service Offering (e.g., full menu, limited menu)
- Large Multi-unit Owner (i.e., owners with locations across states, owners with locations across brands)

5. Click the Continue button.

You can choose the names for your subnetworks, but you can't change the names of subnetwork categories in PartnerHub.

You can create multiple subnetworks within the same category. However, if you want to create subnetworks across categories, you need to start this process over.

6. Give your new subnetwork(s) a name/title. If you're creating more than one subnetwork, separate each name/title with a comma.

7. Click the Continue button.

Note: Owners can see the names you give subnetworks when using filters on their Insights page in CareerPlug. Owners can only see the names of subnetworks they have been assigned to.

8. Review the pending subnetworks and verify that they are named according to your needs.

9. Click the Submit button.

If you need to change the name of one of your subnetworks before proceeding, click the Back button and make any necessary edits.

You'll be redirected to the relevant subnetwork category page.

After you create, delete, or rename a subnetwork, it may take up to 24 hours for changes to be reflected in your PartnerHub account.

How do I assign locations to my subnetworks?

After you create a new subnetwork, you'll automatically be redirected to the relevant subnetwork category tab on your Locations page.

From any subnetwork page, you can view and manage which locations are assigned to subnetworks within that category.

To view the locations assigned to a particular subnetwork, click the subnetwork’s name to expand (or collapse) the details shown.

It's important to give each of your locations a unique name so that you can easily identify them. In the example above, the two Austin-based locations are indistinguishable by name.

To Rename or Delete a subnetwork, click the three dots icon to the far right and select either option from the drop-down menu.

To assign locations to a subnetwork:

1. Click the Assign Locations button in the top-right corner of a subnetwork page to manage location assignments for this category.

On the Assignment page, you'll see:

Available locations in your network that you can assign to any subnetwork within this category (on the left side of the page).
Locations in your network that you've already assigned to a subnetwork within this category (on the right side of the page).

Note: You can add any location to a subnetwork, regardless of whether it's activated.

2. Click the Assign to... button next to any location listed on the left side of the Assignment page, and select an existing subnetwork from the drop-down menu.

Locations can belong to multiple subnetworks, as long as each subnetwork represents a different category.

The location you assign will be automatically moved to the right side of the Assignment page.

To unassign a location from a subnetwork, click the Remove link to the right of its name in the category listing on the right side of the Assignment page.

3. When you're done adding locations to this category of subnetworks, click the Close link in the top-right corner of the Assignment page.

After you assign or unassign locations to a subnetwork, it may take up to 24 hours for changes to be reflected in your PartnerHub account.

How do I assign a Partner Admin to a subnetwork?

Once you've set up your subnetworks, you need to assign your owners (where applicable) to provide them access and start rolling up their location's data to the subnetwork.

If you haven't already added an owner to your account, you need to create a Partner Admin profile for them first.

To create a new Partner Admin and assign them to a subnetwork:

1. In PartnerHub, click the account menu in the top-right corner and select Manage Team from the drop-down.

2. On the Team page, click the + New Partner Admin button in the upper-left corner.

Can't add a new Partner Admin? Please reach out to your Partnerships Manager to add a new user to your network or update your PartnerHub permissions.

3. Enter a First Name, Last Name, Job Title, Email address, and Phone number for your new Partner Admin.

4. Begin to enter a subnetwork name in the Partnerships field, then click the subnetwork name when it populates in the drop-down menu.

5. Click the Save button at the bottom of the page.

To assign an existing Partner Admin to a subnetwork:

1. In PartnerHub, click the account menu in the top-right corner and select Manage Team from the drop-down.

2. Click on the name of the Partner Admin you want to assign to a subnetwork.

3. In the Partner Admin's profile, click the Access tab.

4. Scroll down and begin to enter the subnetwork name in the Partnerships field, then click the subnetwork name when it populates in the drop-down menu.

5. Click the Save button at the bottom of the page.

How do I measure subnetwork success?

By leveraging your PartnerHub Insights pages, you get a glance at your network's overall performance. To measure your success across or within certain subnetworks, you’ll need to apply subnetwork filters to one of your Insights pages.

Note: It can take up to 24 hours after creation for subnetwork data and filters to appear on your Insights pages.

1. Navigate to the Insights page in PartnerHub. You'll land on the Hire tab by default, but you can easily switch to the Retain or Labs Insights pages using the left navigation bar.

2. Click the Controls (filter slider) icon in the upper-right corner of the page.

3. In the Controls drop-down menu, scroll down until you find the group of Subnetwork category filters, then click one of the Subnetwork category options to configure the filter.

4. In the pop-up menu, select any subnetworks you want to include (or exclude, if already selected), then click the Apply button in the bottom-right corner. You can select as many options as you'd like.

Reminder: Owners can see the names you give subnetworks when using filters on their own Insights page in CareerPlug. Owners can only see the names of subnetworks they have been assigned to.

5. Click the Controls (filter slider) icon again to hide the drop-down menu.

6. Review the metrics associated with this subnetwork.

You can apply additional filters to drill down into your subnetwork's metrics or compare metrics across subnetworks.

When you switch to a different tab on one of your Insights pages, and when you switch to the Retain or Labs Insights page, you'll need to set your filters again.