Documentation Index
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Partnero home page

Support
Dashboard
Dashboard

Overview

Knowledge Base

Getting started

Overview
Account overview and getting started
Affiliate vs Referral programs: a comparison
Your website
Everything about your plan and billing
Partnero Marketplace explained
How to delete my account
How to invite team members
Program email notifications
Purchase additional user seats for your account
Migrate from Rewardful
Migrate from FirstPromoter
Migrate from Tolt

Program setup & settings

Overview
Create your first program
Create an affiliate program
How to find my API key
Duplicate a program
Create a program page
Live Designer overview
Program email notifications
Save your program terms on Partnero
Submit your affiliate program to PartneroList
How to delete a program
Program page: Earnings calculator resource
Statuses explained
Disable sign up or program introduction pages
Affiliate program settings
In-app test data seeder

Commissions & rewards

Overview
Multi-level commission
Create time-based dynamic rewards
Guide to commission set up
Create dynamic commissions
Create product-based commissions
Commission rules overview
Custom commission for individual partners
Create goal-based rewards
Adjust affiliate commission when a discount code is used
Approve or reject commission in review
Viewing previous commission versions
Handling sales in multiple currencies
Create and manage Contests
Manage commissions from the partner profile

Tracking, links & coupons

Overview
How to use promotion codes
Direct links explained
Advanced links
Stripe coupons
Set up UTM tracking for referral links
Connect a custom domain for referral links
WooCommerce coupons
Affiliate program default tracking settings
Coupons and promotion codes explained
Create and use Shopify coupons
Transactions & Protection settings
Create and use Paddle coupons
Disable the option to create or edit affiliate links
How to auto-apply promotion codes at checkout

Partner portal

Overview
Customize the Partner portal
Connect a partner portal domain
Create and enable partner approval form
Customize partner portal dashboard
Build a resources page
Add social media templates as resources
Customize signup and login pages
New partner onboarding
In-site widget for affiliate programs
Partner portal: Settings
Create a program page
Create embeddable partner registration forms
Live Designer overview
Display commission structure in the partner dashboard
Partner portal translations
Allow partners to create customers manually
Save your program terms on Partnero
Create partner registration popups
Partner portal: Appearance
One-Time Password (OTP) for partner portal
Enable Google Social Login for Affiliate Portal
Enable Google reCAPTCHA for partner portal
Enable partner tag selection on signup
Control resource visibility with partner tags
Disable sign up or program introduction pages
Enable and edit social media sharing messages
Disable the option to create or edit affiliate links
Multi-language support for Affiliate and Referral portals
Add program overview to partner dashboard
Customize partner portal SEO and tracking
Generate example assets
Add content to partner portal log-in and sign-up pages
Redirect partner signup to an external URL
Add embed code to partner dashboard
Show multi-level signup link in partner dashboard
Applying a design theme to your partner portal

Using Partnero AI

Overview
AI Affiliate Discovery overview
Create a program with AI assistant
How to use the AI integration assistant
Use AI assistant to update existing commission settings
Connect AI Assistants to Partnero with the MCP Server
Affiliate Discovery: Pipeline and outreach
AI assistant

Payout management

Overview
Payout settings
Managing payouts
PayPal
Payout automation
Payouts using PayPal Mass Pay integration
Enable PayPal Mass Pay on PayPal
Payouts using Wise integration
Request invoices from your partners
Enable auto-payouts without requests
Payouts using Mass Pay file
Managed (intermediary) payouts
Payout analytics
Referred clients threshold for payouts
Allow bank transfer payouts for individual partners
Enable tax form collection (W-9/W-8BEN)
Reject specific transactions in payout requests
Disable payout requests
Payout balances
Self-billing payout documents (Gutschrift / autofacturation / self-billing invoice)
Requesting a partial payout

Partner management

Overview
Managing partner approval requests
Manage individual partner accounts
Invite a partner to join your program
Partner notes overview
How to create a partner
Referred partners list
Partner tags overview
Allow bank transfer payouts for individual partners
Import partners, customers and transactions
Partner messaging
Manually assign referred partners
Partner sub-accounts overview
How to export partners
Partner Managers overview
Allow affiliates to invite sub-affiliates via email
Partner segments
Control advanced link visibility with partner tags
Partners list overview
How to add a manual reward to a partner

Customers & leads

Overview
Lead submission process
How to create a customer
Creating a lead submission page
How to create a transaction
Allow partners to create customers manually
Import partners, customers and transactions
Review, reject, and convert leads
Customer tags overview
How to edit a customer profile
Create customer tags using API or JavaScript
How to export customers, transactions and activity
Convert a fraudulent transaction to rewardable
Assigning additional partners to a customer

Automation

Overview
Automation overview
Automatically delete inactive customers
Automatically convert a lead when a transaction is received
Automatically send emails based on partner activity
Send emails automatically when a tag is assigned
Automation logs

Analytics & reporting

Overview
Analytics: Click activity
Payout analytics
Lead Analytics overview
Analytics: Link performance
Analytics overview
Analytics: Performance report
Analytics: Partner performance
Rewards list

Program emails

Overview
Email settings
Affiliate program emails explained
Program email notifications
Send program emails with Gmail
Collect marketing permissions
Weekly program activity notification emails
Send a welcome email to partners
Brevo

Refer-a-Friend

Overview
Create a Refer-a-Friend program
Create your first program
Shopify Refer-a-Friend program
Stripe coupons for existing customer subscriptions
How to create a reward
Customize the referral portal
Integrate a Refer-a-friend program
Referral portal explained
Embed an in-site referral widget
Live Designer overview
Refer-a-friend program emails
Reward your customers on anniversaries or birthdays
Embeddable and pop-up forms for refer-a-friend programs
Dynamic coupons for refer-a-friend programs
Connect a custom referral portal domain
Transactions & Protection settings
Offer WooCommerce Coupons as Rewards
Weekly program activity notification emails
Display Refer-a-friend data within your Shopify store
Offer Shopify store credit as reward
How to auto-apply promotion codes at checkout
Multi-language support for Affiliate and Referral portals
In-app test data seeder
Refer-a-friend: Auto-apply promotion codes at checkout
Refer-a-friend monetary payouts

Newsletter referral

Overview
Create your first program
How to setup a newsletter referral program
Insert a referral section to your ConvertKit newsletter
Connect a custom Subscribe portal domain
Connect MailerLite to your newsletter referral program
MailerLite automations for newsletter referral programs
Connect ActiveCampaign to your newsletter referral program
Amazon Incentives
Insert a referral section to your MailerLite newsletter
Newsletter referral: design the subscribe portal & page
Insert a referral section to your Mailchimp newsletter
Connect Mailchimp to your newsletter referral program
Mailchimp automations for newsletter referral programs
Connect Klaviyo to your newsletter referral program
Insert a referral section to your ActiveCampaign newsletter
Send Amazon gift cards to you subscribers
Newsletter referral program emails
Manually import and export subscribers for newsletter referral program
Offer Stripe coupons as subscriber rewards
Connect ConvertKit to your newsletter referral program
Authorize Stripe for newsletter referral programs
Double opt-in for newsletter referral programs
Using Zapier to sync subscribers for newsletter referral programs
Insert a referral section to your Klaviyo newsletter
Zapier templates for Newsletter referral programs

Shopify

Overview
How to use promotion codes
Shopify
Shopify Refer-a-Friend program
Create and use Shopify coupons
Connect additional programs to your Shopify store
Display Refer-a-friend data within your Shopify store

Articles for partners

Overview
Create custom referral links
Understanding your partner portal
How to request a payout
How to use sub‑accounts (as a partner)
How to add or update payment details (for partners)
Inviting sub-affiliates to a multi-tier program
Export reward activity from your partner portal
Requesting a partial payout
Self-billing and tax details (for partners)

Shopify

Shopify

Integrate Partnero Affiliate or Refer-a-friend programs with the Shopify stores.

6 articles in this topic.

How to use promotion codes
Integrate Shopify
Shopify Refer-a-Friend program
Create and use Shopify coupons
Connect additional programs to your Shopify store
Display Refer-a-friend data within your Shopify store

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Zapier templates for Newsletter referral programs

How to use promotion codes

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