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Partner Lifecycle

Partners in your program go through several stages:

Partner Statuses

Recruiting Partners

Partner Signup Page

Every program has a public signup page where partners can apply:
Customize the signup form to collect relevant information:
  • Name and email (required)
  • Company/website
  • Social media profiles
  • How they plan to promote

Invite Partners Directly

Invite specific partners via email:
  1. Navigate to Partners → Invite
  2. Enter partner email addresses
  3. Customize the invitation message
  4. Click Send Invitations

Create Partners Programmatically

Use the API to create partners from your own systems:

Managing Partner Details

Viewing Partner Information

Access detailed partner information from the dashboard:
  • Overview - Performance metrics and status
  • Referrals - List of referred leads and customers
  • Transactions - Sales attributed to the partner
  • Rewards - Commission history
  • Payouts - Payment history

Updating Partners

  1. Go to Partners and select a partner
  2. Click Edit to modify details
  3. Update fields and save

Partner Approval Workflow

Auto-Approval

Enable auto-approval for all new partners:
  1. Go to Program Settings → Partner Signup
  2. Toggle Auto-approve new partners

Manual Approval

Review each partner application:
  1. Navigate to Partners → Pending
  2. Review partner details and application
  3. Click Approve or Reject
Use manual approval to vet partners and maintain program quality.

Partner Tiers & Groups

Organize partners into tiers for different commission rates:

Suspending & Archiving Partners

Suspend a Partner

Temporarily disable a partner (preserves data):

Restore a Partner

Reactivate a suspended partner:

Delete a Partner

Permanently remove a partner:
Deleting a partner is irreversible and removes all associated data.

Next Steps

Referral Links

Configure partner referral links

Partners API

Full API reference for partners