5 for 25 Promotion Overview and FAQ

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1 5 for 25 Promotion Overview and FAQ Promotion Overview The 5 for 25 Promotion is a 5% upfront discount for partners on eligible sales of XenApp and XenDesktop products that is in addition to the standard Citrix Advisor Rewards (CAR) payment. Now, effective October 10, 2014, Citrix Workspace Suite is included in the 5 for 25 Promotion. For eligible sales of the Citrix Workspace Suite (CWS), this promotion includes: (1) a 5% upfront discount for partners on eligible sales of CWS products plus (2) a 50% CAR bonus in addition to the standard Citrix Advisor Rewards (CAR) payment. The backend 50% CAR Bonus is only eligible for CWS and CWS Trade-up. Eligibility All Citrix Partners who are current and up-to-date with all requirements set out in their Citrix Partner Agreement, eligible to participate in the CAR program, and are certified in XenApp and/or XenDesktop (based on which products are sold) are eligible to participate in the 5 for 25 Promotion. Partners need to be certified in XenDesktop to be eligible for CAR related to CWS. (See the current CAR Terms and Conditions on Partner Central for more detailed information.) To apply for the upfront discount, the partner must both have a validated CAR Incentive Registration and be the fulfilling partner. Promotion Rules This is a limited time promotion that will be applied to eligible XenApp and XenDesktop orders submitted from April 1, 2014 through December 31, 2014 and eligible CWS orders from October 10, 2014 through December 31, To be eligible for the upfront discount, the partner must: Submit a CAR Incentive Registration for your sale before it closes. Have it validated by Citrix Sales. Include the validated CAR Incentive ID (Rwd-xxxxxx) and Promo Code 5FOR25XAXD when requesting a quote from your distributor. Close the sale and be the fulfilling partner before the validated CAR Incentive Registration expires or renew the validated CAR Incentive Registration before it expires. Include the Incentive ID (Rwd-xxxxxx) and Promo Code 5FOR25XAXD on your order to receive the upfront discount. For CWS, partners are not required to submit any paperwork or claims to receive the additional 50% CAR Bonus. Eligible Products Products eligible for the 5 for 25 Promotion are all editions of XenApp, XenDesktop (VDI, App, Advanced, Enterprise, and Platinum) and CWS for perpetual license, Trade-up and upgrades. Excluded are XenApp and XenDesktop annual licenses, retail conversion and CSP products. Excluded for CWS is the on-premises subscription license. All Workspace Suite software requires the separate purchase of Software Maintenance for each perpetual license purchased. Software maintenance is not included in the 5% upfront and backend payments. This promotion is applicable in the Americas. October 2014 Citrix reserves the right to change this promotion at any time 1

2 The partner must be certified in XenApp and XenDesktop (based on which products are sold) according to the CAR Terms and Conditions at the time of order to receive the 5 for 25 Promotion upfront discount. Partners who are certified to sell XenDesktop are also certified to sell Citrix Workspace Suite. Process To receive an upfront discount under the 5 for 25 Promotion, partners must submit their validated CAR Incentive Registration ID (Rwd-xxxxxx) and Promo Code 5FOR25XAXD to the distributor when requesting a quote, and/or when submitting a purchase order to the distributor. The distributor must then include the partner s validated Registration ID and Promo Code 5FOR25XAXD when they submit their purchase order to Citrix. If multiple purchase orders are submitted, a unique Registration ID must be provided for each purchase order. NOTE: Citrix cannot require that the Distributor pass the upfront discount to the partner or require the duration for which any upfront discount is extended. The partner s cost is determined by the Distributor and the partner without Citrix involvement. Partners are free to make competitive offerings to customers, but must focus on and lead with the Citrix product for registered opportunities. Special pricing or pricing exception requests may require adjustments to available upfront discounts, if approved. To ensure the appropriate partner receives the additional upfront discount under the 5 for 25 Promotion, the Partner ID number on the validated CAR Incentive Registration must match the Partner ID number on the purchase order to Citrix, and the customer name and location on the validated CAR Incentive Registration must match the customer name and location on the purchase order to Citrix. The standard Citrix Advisor Reward and CAR Bonus will be paid in addition to the upfront discount provided using the published CAR Terms and Conditions and standard process for the partner s geography. October 2014 INTERNAL ONLY Citrix reserves the right to change this promotion at any time. 2

3 5 for 25 Promotion FAQ Q. What is the 5 for 25 Promotion? The 5 for 25 Promotion is a limited time offer that gives a 5% upfront discount to a Citrix partner who receives a validated Advisor Reward for a XenApp, XenDesktop or Citrix Workspace Suite (CWS) opportunity and is the fulfilling partner who places an order for eligible XenApp, XenDesktop or CWS products. Q. When does the 5 for 25 Promotion begin? The 5 for 25 Promotion began on April 1, 2014 for XenApp and XenDesktop. CWS has been added to the promotion effective October 10, Any order submitted before either starting date is not eligible for the 5 for 25 Promotion. Q. When does the 5 for 25 Promotion end? The 5 for 25 Promotion ends at the close of business on December 31, Orders for eligible products must be submitted by the end of business on December 31, 2014 to participate in this promotion. Q. Where is the 5 for 25 Promotion effective? The 5 for 25 Promotion is effective in the Americas. Q. What products are eligible for the 5 for 25 Promotion? Products eligible for the 5 for 25 Promotion are: All editions of XenApp and XenDesktop (VDI, App, Advanced, Enterprise, and Platinum) for perpetual licenses, Trade-up, and upgrades. Citrix Workspace Suite is made up of the XenDesktop Platinum and XenMobile Enterprise products including all of the additional product components included within, such as XenApp, XenMobile MDM, CloudBridge, AppDNA, and NetScaler Gateway user licenses. All Workspace Suite software requires separate purchase of Software Maintenance for each perpetual license purchased. Q. What XenApp or XenDesktop products are not eligible for the 5 for 25 Promotion? Excluded from the 5 for 25 Promotion are XenApp and XenDesktop annual licenses, retail conversion and CSP products. The 5 for 25 Promotion applies to product only. Subscription Advantage is not eligible to receive the 5 for 25 Promotion upfront discount. Q. What CWS products are not eligible for the 5 for 25 Promotion? The 5 for 25 Promotion applies to product only. Software Maintenance (required for all CWS orders) and Subscription Advantage are not eligible to receive the 5 for 25 Promotion upfront discount or 50% CAR Bonus for CWS. NOTE: All Workspace Suite software requires the separate purchase of Software Maintenance for each perpetual license purchased. Software Maintenance is not eligible for an upfront discount or CAR. October 2014 INTERNAL ONLY Citrix reserves the right to change this promotion at any time. 3

4 Q. Does a partner have to be the fulfilling partner to receive an upfront discount under the 5 for 25 Promotion? Yes. A partner with a validated CAR Incentive Registration can only receive the 5% upfront discount under the 5 for 25 Promotion if it is the fulfilling partner. If a partner has a validated CAR Incentive Registration but does not fulfill the order, that partner can receive the normal CAR payment and an upfront discount. The advising only partner is eligible to receive the CAR Bonus for CWS. Q. Can a Partner receive an upfront discount under the 5 for 25 Promotion if it is the fulfilling partner but a different partner has a validated CAR Incentive Registration for this opportunity? No. A partner can only receive an upfront discount under the 5 for 25 Promotion if it is the fulfilling partner and has a validated CAR Incentive Registration for this opportunity. If the fulfilling partner does not have a validated CAR Incentive Registration for this opportunity, it will not receive an upfront discount under the 5 for 25 Promotion or the additional 50% CAR Bonus on CWS. Q. Must a partner be certified on XenApp and XenDesktop at the time of order to receive an upfront discount under the 5 for 25 Promotion for XenApp, XenDesktop or CWS? Yes. A partner must be certified in XenApp and/or XenDesktop (based on which products are sold) according to the CAR Terms and Conditions at the time of order to receive an upfront discount under the 5 for 25 Promotion. Partnes who are certified to sell Citrix XenDesktop are also certified to sell Citrix Workspace Suite. Q. How does a Partner receive an upfront discount under the 5 for 25 Promotion? To receive an upfront discount under the 5 for 25 Promotion: Submit a CAR Incentive Registration for your sale before it closes. Have it validated by Citrix Sales. Include the validated CAR Incentive ID (Rwd-xxxxxx) and Promo Code 5FOR25XAXD when requesting a quote from your distributor. Close the sale and be the fulfilling partner before the validated CAR Incentive Registration expires or renew the validated CAR Incentive Registration before it expires. Include the Incentive ID (Rwd-xxxxxx) and Promo Code 5FOR25XAXD on your order to receive the upfront discount. To ensure the appropriate Partner receives the additional upfront discount under the 5 for 25 Promotion, the Partner ID number on the validated CAR Incentive Registration must match the Partner ID number on the purchase order to Citrix and the customer name and location on the validated CAR Incentive Registration must match the Customer name and location on the purchase order to Citrix. For CWS, Partners are not required to submit any paperwork or claims to receive the additional 50% CAR Bonus. Q. Can a partner receive the 5 for 25 Promotion if it has a validated Opportunity Registration for this opportunity? A partner can only receive an upfront discount under the 5 for 25 Promotion if it is the fulfilling partner and has a validated CAR Incentive Registration for this opportunity. XenApp, XenDesktop and CWS are not eligible for Opportunity Registration at this time. October 2014 INTERNAL ONLY Citrix reserves the right to change this promotion at any time. 4

5 Q. Can a partner submit an order for XenApp, XenDesktop or CWS that includes cloud networking products that are eligible for Opportunity Registration? Yes. A partner can submit a single order with products that are eligible for different discounts and programs. Q. Can a partner receive both the 5% upfront discount for XenApp and XenDesktop sales under the 5 for 25 Promotion PLUS the normal CAR back-end rebate AND a CAR bonus under the New Customer Bonus Promotion? Yes. XenApp and XenDesktop products can receive all 3 incentives: 5% upfront discount under the 5 for 25 Promotion The normal CAR back-end rebate A CAR bonus under the New Customer Bonus promotion Q. Can a partner receive both the 5% upfront discount for CWS sales under the 5 for 25 Promotion PLUS the normal CAR back-end rebate AND a CAR bonus under the New Customer Bonus Promotion? Yes. CWS products can receive all four incentives: 5% upfront discount under the 5 for 25 Promotion The normal CAR back-end rebate The additional 50% CAR Bonus A CAR bonus under the New Customer Bonus promotion Q. Can a partner qualify to receive an Advisor Reward rebate payment for an order if it also receives an upfront discount under the 5 for 25 Promotion for that order? Yes. A fulfilling partner can qualify to receive an upfront discount under the 5 for 25 Promotion if it has a validated CAR Incentive Registration for this opportunity and includes Incentive ID (Rwd-xxxxxxx) and Promo Code 5FOR25XAXD on the order. Since the partner has a validated CAR Incentive Registration, it can also receive the normal CAR rebate payment in addition to an upfront discount. The standard Advisor Reward will be paid in addition to any upfront discount provided using the published CAR Terms and Conditions and standard process for the partner s geography. Payment methods may vary by geography. For CWS, the partner will also receive an additional 50% CAR Bonus, and the partner is not required to submit any additional paperwork.. NOTE: Citrix cannot require that the Distributor pass the upfront discount to the partner or require the duration for which any upfront discount is extended. The partner s cost is determined by the Distributor and the partner without Citrix involvement. Partners are free to make competitive offerings to customers, but must focus on and lead with the Citrix product for registered opportunities. Special pricing or pricing exception requests may require adjustments to available upfront discounts, if approved. Q. Which promotions can be combined with the 5 for 25 Promotion? New Customer Bonus: 50% CAR Bonus on all CAR-eligible products for the initial order for a New Customer. Combine CWS with: Trade-up 2-for-2: Trade up ALL concurrent licenses for new CWS user licenses Trade-up 1-for-1: XenDesktop, XenMobile, or ShareFile Enterprise customers can trade-up ALL user or device license for new CWS user licenses. October 2014 INTERNAL ONLY Citrix reserves the right to change this promotion at any time. 5

6 Trade-up PLUS: Customers can trade up ALL active XenApp, XenDesktop, XenMobile or ShareFile Enterprise licenses to buy additional Workspace Suite licenses for MORE users at 10% off the product SRP. Must be in a single order. Trade-up MAX: Customers can trade up all XenApp, XenDesktop, XenMobile or ShareFile Enterprise licenses to buy new CWS licenses for ALL remaining users at 35% off the product SRP. They must trade up all licenses and purchase new Workspace Suite licenses for all remaining computer users in a single order of a minimum of 2,500 Workspace Suite licenses, including both the number of Workspace Suite licenses received via Trade-up and the additional Workspace Suite licenses via Trade-up MAX. Q. Are Partner DEMO and USE licenses available for XenApp, XenDesktop and CWS? Partner DEMO and USE licenses may both be retrieved using the Partner User License tool on Partner Central. XD 2 for 1 Tradeup Baseline1 #s Proposed Program #s Orig. $450 2 for 1 $ * 1000 $ 900, Orig. $450 2 for 1 $ 900, Discount $ 825, Discount $ 825, SRP - $37.5 per lic $ * 1000 $ 75, SRP $ 75, Cust ELA% Easy -0% $ - ELA 2-25% $ 18, PSRP = $ 75, PSRP $ 56, for 25 null $ - 5 for 25-5% $ 2, Channel Disc Disc 15% $ 11, Disc 15% $ 8, Net to CTX $ 63, Net to CTX $ 45, CAR% Plat - 10% $ 6, Plat - 10% $ 4, CAR Bonus null $ - 6% of CAR ELA 2 $ 2, Total Product Less CAR $ 57, $ 38, $ SWMaint + $198 per $ * 1000 $ 198, $ * 1000 $ 198, Total $ 255, Total $ 236, October 2014 INTERNAL ONLY Citrix reserves the right to change this promotion at any time. 6

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