Partner Lifecycle
Partners in your program go through several stages:Partner Statuses
| Status | Description |
|---|---|
| Pending | Partner has signed up, awaiting approval |
| Active | Partner is approved and can earn commissions |
| Suspended | Partner is temporarily disabled |
| Archived | Partner has been removed from the program |
Recruiting Partners
Partner Signup Page
Every program has a public signup page where partners can apply:- Name and email (required)
- Company/website
- Social media profiles
- How they plan to promote
Invite Partners Directly
Invite specific partners via email:- Dashboard
- API
- Navigate to Partners → Invite
- Enter partner email addresses
- Customize the invitation message
- 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
- Dashboard
- API
- Go to Partners and select a partner
- Click Edit to modify details
- Update fields and save
Partner Approval Workflow
Auto-Approval
Enable auto-approval for all new partners:- Go to Program Settings → Partner Signup
- Toggle Auto-approve new partners
Manual Approval
Review each partner application:- Navigate to Partners → Pending
- Review partner details and application
- Click Approve or Reject
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:Next Steps
Referral Links
Configure partner referral links
Partners API
Full API reference for partners
