We've made it easy for you to set up your account details and start building out your partner program.
Log into your Partnerstack account on app.partnerstack.com
On the Home page of your dashboard, you will find the 'Setup and launch your program' sections to fill out. Completing each section will help keep you on track before launching your program.
1. Configure your Program
Add your billing information
Clicking on 'Add billing info' will take you to the Settings tab under Billing. Click on the '+Add Payment Method' to input your credit card information.
Complete your Company Profile
Clicking here will take you to the Settings tab under Profile. In the Profile section, you can fill in your company information, upload your company logo, select your company's brand color, fill in a description of your program and offers and even add your company's terms and services. Once completed, you will have successfully set up your Partner Page which allows your customers and community to learn more about and join your program.
Set up Partner Offers
Clicking on 'Set up Offers' will bring you to the Triggers tab. In this section, you will work with the success team to create offers for your partners.
To learn more about how offer triggers are set up, click here.
Examples of rewards your partners could receive:
Percentage - Earn 25% of every sale made
Flat rate - Earn $15 for every sale made
2. Integrate with PartnerStack
Invite a technical teammate
Clicking on 'Invite Teammates' will allow you to invite the people you will be working with to manage the program to join the PartnerStack platform. Once they accept the invite, you can customize each teammate's permissions to the partner program, depending on their role in your company.
Test your Integrations
Clicking on 'Test Integrations' will bring you to the Testing Suite. This will allow you to create a test customer account on your company's website to test signups and transactions.
To ensure you're fully integrated, we recommend reading through this high-level overview of how the integration works.
The integration will help you automatically track partner signups and sales and generate referral links.
3. Launch your program
Invite people to join your program
Clicking on 'Send Invites' will bring you to the Partners page. On this page, you can click on 'Invite Partners' to start adding email addresses of people in your network you want to join your program.
Not ready to invite partners yet? No problem - you can revisit this step later when you're ready.