Intro to PartnerStack

Welcome to your PartnerStack partner portal!

This guide will give you an intro to how to use your PartnerStack account, including general setup and how to contact the companies you work with.

Set up your account

Complete your profile

The first thing you'll want to do is fill out any missing information within your profile. 

Click on the down arrow next to your account name on the top right-hand corner of your dashboard and go to Settings. 

Fill in your profile and address and save your change so that companies you are partnered with can get to know you better!

Add your payment information

After you've filled out your profile, you'll want to add your payment information to make sure you can get paid.

At this time, we have Stripe and PayPal available as payout providers to accept your payouts.

You can add your payment provider within Rewards & withdrawals, following these steps:

1. Log into your account
2. Click on Rewards & Withdrawals in the menu on the left side of the page.
3. Select Add a payment provider, and choose your selected provider
4. Follow any prompts to complete adding it in

To learn more, see our support article Adding a Payment Provider.

Learn more about your programs 

As soon as you sign in, you'll land on the Home page.

Here you can view breakdown of what programs you are joined with, your all-time stats for all programs you are joined with, and your referral activity for all programs you are joined with.

By clicking into Reporting, you can review filterable data and gain insight into your performance across all programs. 

The dashboard overview gives you a quick look at some important statistics:

• Signups - a count of unpaid customers in the selected timeframe
• Paid Customers - a count of paid customers in the selected timeframe
• Transaction Total - a sum of all transactions (revenue) made by your customers in the selected timeframe
• Reward Total - a sum of all rewards earned in the selected timeframe

The Rewards overview gives insight into where your rewards are coming from. It can be found by clicking into Rewards on the Reporting page.

All of data in Reporting includes data from all of the programs you are joined with.

To learn more about a specific program you are joined with, you can toggle between them using Your programs in the top right of the portal, or by clicking on the listed name to view the program summary.

Once you've selected which program you want to view, you'll be landed on the Program summary for that program.

Here, you can easily view what some recent referral data and activity, incentives the program is offering you, any challenges that may be active.

You can then explore what the program has provided you with! All programs are unique, so you may have options such as Training, Co-marketing, Leads, etc.

Many programs will provide you with Resources. Resources are sales and/or marketing materials provided by the program you've partnered with. If the company uploaded resources to their program, you can access it by clicking into the Resources tab. 

 

 

You can choose to Preview and/or Download the image or document.  
To learn more about resources, check out What are resources? 

Join more programs

Want to keep growing and expanding your portfolio? You can join more programs easily within your partner portal.

Head to Marketplace, and you can browse some of the programs currently active in our marketplace and find your next perfect fit. 

Start referring

Other than within each Program summary, you can also find your referral link or create new links (if the program allowsI within Links.

Within Links,  you can click 'Copy' to share your link or save it somewhere on your computer and/or phone. 

If you click on the social media buttons (Twitter, LinkedIn or Email) a box will pop up, prompting you to log in to your social media account, create your own unique message and share your link directly onto the social media page of your choosing. 

Need tips on where to start sharing your link? Click here.

 

Custom referral links

If the program you have joined allows it, you can create a custom referral link on within Links. 

If your program does not allow it, you will see this message:

 

Getting help

Do you have questions and need someone to talk to? 

If your questions are about a how a program operates, such as what the commission is, why you can't create links, or where to get pricing, reach out to the program directly through Messages.

Here, you can engage directly with the program manager of any company you're partnered with.

Keep in mind that this is not a live chat service- it may take the program manager a couple of business days to get back to you.

 Do you have questions about PartnerStack in general, or are you having issues with any aspect of the platform? Reach out to our support team at Support@PartnerStack.com, or use the "Technical Support" option in the top right menu.