Using Partner Groups

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Article Content:

What is the purpose of Groups
Creating a new group
Creating offers
Default links
Social content
Lead submissions
Deal registration
SalesForce
Applications
Settings
Group join link
Editing Group details
Setting Default Group

 

Partner Groups allow you to set up specific offers, which result in rewards for your partners after certain actions occur.

You can find more information about including more Partner Groups on your account here.

When first logging into your Company Dashboard, you'll want to click into Partner Management > Groups, which will take you to this view:

 

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From the Groups tab, you can..

- Create new Groups
- View your current Group list
- Monitor Group statistics like partner count, number of clicks and signups, and revenue generated from partners in the group(s)

Note that certain plans on PartnerStack allow for multiple group options, while others allow for one.


Setting up your Group

Create a Group by naming it and providing a destination link.

This is where your Partners' links will redirect their customers to once clicked. This is the point in which the tracking cookie is placed in the customers' browser and allows us to track activity relative to their link, which then allows you to reward your Partners!

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Next, you'll want to create offers for partners in this specific group.

Offers are set conditions that need to be met in order for Partners to earn a reward from your Company.

Examples: 

Partner signs up a new customer and earns $1
Partner sells `product_key` to their customer and earns 20% of the sale 

 

To learn more about creating offers, click here.

 

Set up your default Links

You can set the group-specific link destination for the group, as well as optionally include UTMs in the link for additional analytics

 

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Update your Social Content

This view allows you to set the default information (including images) that will appear when your Partners share their link on social media!

Include your Twitter, LinkedIn and general contact email information.


Leads Submission

Allow partners to submit leads for your team to qualify. 

From the Lead Submissions view, you can...

- Enable/disable the feature if it is included in your plan
- "Start Again" which refreshes the set up you've been working on
- Add in a title and description for the lead form
- Customize the fields to include inputs which would capture important lead information
- Offer a reward to Partners for qualified or closed leads


These fields are enabled depending on the chosen plans. You can contact your CSM or sales@partnerstack.com for more information on choosing the plan that includes these features.

To learn more about lead submission, read our guide Lead forms.

 

Deal Registration

Allow partners to register deals with your team that the partner is currently in the process of closing.

From the Deal Reg view, you can...

- Enable/disable the feature if it is included in your plan
- "Start Again" which refreshes the set up you've been working on
- Add in a title and description for the registration form
- Customize the fields to include inputs which would capture important deal information
- Customize your Stages of deal
- Customize how you and your Partners work with the final stage of Deals
- Offer a reward to Partners for closed deals

These fields are enabled depending on the chosen plans. You can contact your CSM or sales@partnerstack.com for more information on choosing the plan that includes these features.

 


SalesForce

This integration is available depending on the chosen plan. You can contact your CSM or sales@partnerstack.com for more information on choosing the plan that includes these features.

 

Applications

In the applications view, you can...

- Be able to enable/disable the feature if it is included in your plan
- "Start Again" which refreshes the set up you've been working on
- "View live application form" is the Partner-view of your application
- Input the title and description for the application form
- Customize the fields to include inputs which would gather Partner information

These fields are enabled depending on the chosen plans. You can contact your CSM or sales@partnerstack.com for more information on choosing the plan that includes these features.

To learn more about using application forms, read our guide Using application forms.

 

Group Settings

From this view, you can...

- Adjust link settings like enabling/disabling the referral link feature (if you don't want them sharing links)
- Enable/disable custom link creation on your Partners' dashboard. If this remains disabled, you are only giving them access to use one referral link, which cannot be edited.

- Add your group-specific Terms of Service link (ensure it is a publicly hosted link for Partner access). This will allow you to set specific Terms for specific types of partners.

 

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Editing Group name and sending a group join link

Within the Settings tab, you'll also be able to update your Group name (if desired) as well as grab your group-specific quick join link.

This will allow you to copy and share your group-join link for a specific group that you may want a partner(s) to directly land in, instead of having them land in the default group.

 

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Editing certain Group information

The most commonly asked questions about groups is editing and updating the Group setup.

Once Group details have been created and saved, in some cases you can't edit the information afterward. The reasoning for this is to provide as much clarity as possible, especially when it comes to earned rewards (which is directly related to Offers).

Anything Offer-related can't be "edited" once it is created; the only way to "edit" it is to delete it and re-create it the correct setup.

Changing your Default Group

This is now an easily adjustable feature. If you need to change your default group, just let us know and we can make those changes on your behalf.

 

Related Articles:

Potential cases where link tracking fails

Company FAQs

Creating offers

Editing rewards for an existing group

 


PartnerStack Support Centre

 

 

Don't see what you're looking for?
Contact us at support@partnerstack.com

 

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