Comprehensive overview of the partner dashboard

  • Updated

Who is this article for?

This article will be useful to you if a program manager and want an overview of what your partners' dashboard entails, and how to navigate it.

Logging in

Partners can log in to their partner dashboard at dash.partnerstack.com/handshake.

If your partner has forgotten their password, they can request a password reset here.

If your partner has questions about logging in you can provide them with the How to login and how to reset my password support guide, or have them reach out to us at support@partnerstack.com for assistance.

Home page

When your partner first signs into their account they will land on their home page. Here, they can see a list of all their programs, as well as an overview of their activity across all programs.

In the top bar partners can navigate to other sections of their dashboard such as "Rewards & Withdrawals", "Reporting", and the "Marketplace". These tabs will show partners' data from all of their programs. 

In the far right-hand corner of their dashboard partners can select "Your Programs" to switch between their programs, or, they can click on their name to access and update their settings. 

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Rewards & Withdrawals

 The Rewards & Withdrawals tab shows Partners:

  • Their chosen payout provider on the right-hand side
    • either PayPal (emailed payouts) or Stripe (direct deposit payouts)
  • In the "Rewards" section: pending rewards, rewards available to withdraw, and any declined rewards, including the decline reason
  • In the "Withdrawals" section: a history of their previously paid out rewards, the associated amounts, and dates paid out

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When a Partner first creates an account, they'll need to choose a Payout provider (PayPal or Stripe) to accept their payments. Our "Adding a payment provider" support guide has more information on how to add PayPal and Stripe.

Once they've connected their payout provider, they'll be able to withdraw rewards as they become available. Partners can learn more about the payout schedule and withdrawing their rewards in our "How do I get paid?" support guide.

Reporting

Partners can use their "Reporting" tab to get an in-depth look at how all their partnerships are performing and where their rewards are coming from. 

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Partners can switch between their "Overview" tab which shows a breakdown of account activity including signups, paid customers, transaction and reward totals, and their "Rewards" tab which has a detailed breakdown of all their rewards. 

Both the Overview and Rewards data can be filtered so partners can drill down into their data. For more information on filtering the "Reporting" tab check out our Learning more about your performance and rewards support guide.

Marketplace

The Marketplace tab allows the Partner to browse all companies offering Partner Programs on PartnerStack. They can see a brief description of the program, the available rewards, and they will be given the option to join programs directly in the Marketplace tab. Partners can search in the Marketplace and filter programs by category.

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Learn more about Marketplace here

Partner settings & support

Partners can access their Settings by clicking on their name in the top right-hand corner. From the drop-down that appears, they can select "Settings" to update their account settings, create a partner team, create API keys, or manage their postbacks.

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Other drop-down options include "FAQs" to access the PartnerStack support guides, "Technical support" to contact the PartnerStack support team, or "Logout".

Switch program

Partners can switch between programs by clicking Your Programs in the top right-hand corner, or by clicking on the desired program from their Home page.

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Program Summary page

Once a partner clicks into a specific program, they are brought to their program Summary page. This page gives an overview of their partnership including stats, rewards offered by the program, their default referral link (if links are enabled), and recent activity.PartnerStack_2021-11-02_16-12-09.png

On their Summary page partners can see the following stats:

  • Clicks - Unique link clicks their links have received as a whole. PartnerStack does not count multiple clicks from the same user, the click must come from a unique user or device. If links are disabled, they will not see the "clicks" stat to avoid confusion. 
  • Referred - The number of successful signups the partner has referred to your program, regardless of purchases. 
  • Sold - Total revenue of purchases made by the partner's referrals
  • Earned - Sum of rewards the partner has cashed out. If the partner has not cashed out the rewards, the reward will not be included in Earned.
  • Pending - Rewards that are waiting for approval or to be made available for cash out to the partner, but are not available yet.

From their Summary page partners can view more information on, and resources for a specific program by clicking on the tabs on the left-hand side of their screen such as "Links", or "Referrals" etc. 

Note: depending on your program structure, some tabs may not be visible to partners. For example, if you do not have links enabled, the "Links" tab will not be visible, or if you are not using deals, the "Deals" tab will not be visible.

Performance tab

The "Performance" tab shows partners a breakdown of their program activity by month or day. Partners can see the number of clicks, customers referred, total revenue sold, rewards paid, and rewards pending based on the date an event occurred. The performance tab is best used for a cursory overview of program activity, whereas the "Reporting" tab provides more advanced reporting.

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Links tab

In the Links tab partners can view their default link (if enabled), and create custom links (if enabled). Partners can create up to 50 custom links. Learn how your partners can create custom links here. If you have not enabled links, the "Links" tab will not be visible to partners. 

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Referrals tab

The Referrals tab allows partners to view all customers who have signed up through their referral link(s), as well as customers they have submitted as leads (if enabled). 

Partners can then view if their referral has signed up, the date the customer signed up, if the customer has made a purchase, and how much revenue the customer has generated. Learn more about your partners' referrals here.

If leads are enabled, partners can submit a lead by clicking "Submit a Referral". If deals are enabled, a "Deals" tab will appear under Referrals where partners can submit their deals. For more information on deals view our Register and track a deal support guide.

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Resources tab

The Resources tab allows your partners to access any resources you assign to their group. It will allow them to download any files or materials you set up for them to better promote your product. Learn more about resources here

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Messages tab

The Messages tab allows you and your partners to communicate directly through your PartnerStack dashboards. You can also set up email campaigns to automatically message your partners based on certain triggers you put in place. 

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Adding a custom partner navigation tab

If you wish to customize the partner experience and provide easy access to important resources, you can add a custom partner navigation tab. For more information check out our Customizing your partner portal support guide.

 

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