Using partner groups

Who is this article for?

This article will be useful to you if are a company on PartnerStack looking to learn about your groups.

What are groups?

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

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

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!

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 create up to 3 default links for each group. You may want to have three default links if you want to give your partners links to different areas of your website or to different offers for your customers. 

To create a default link:

1. In your Groups tab, select your desired group
2. In that group's top menu bar, click into the Links tab
   1. If referral links are not enabled, toggle them on
3. Click "Create a Default link"
4. In the window that opens, give your link a title and description to help partners understand why they might use this link
5. Enter your link destination and, if desired, UTMs for tracking purposes
   1. For more information on using UTMs see our Tracking partner traffic through UTMs support guide
6. If you would like, you can customize your partner's link text 
7. When everything is set to your liking, click "Create link"

Editing default links

Once a link has been created, you can edit the group name, description, and UTMs. It is not possible to change the text as this would break existing partner links already shared by your partners. 

You can delete two of three default links, however, cannot delete the original link created when you created your group. If you are deleting a default link we recommend reaching out to partners beforehand so they have time to update their link anywhere they may have shared it. 

Update your social content

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

Include your Twitter, LinkedIn, and general contact email information.

Lead 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" allows you to refresh the setup you've been working on
• Add in a title and description for the lead form
• Customize the fields you capture when partners fill out their lead submission form
• Offer a reward to partners for qualified or closed leads

These fields are enabled depending on your plan. 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 Accepting leads with lead forms support guide.

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" allows you refresh the setup you've been working on
• Add in a title and description for the registration form
• Customize the fields you capture when partners fill out their deal registration form
• Customize your deal stages
• 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 your plan. 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 your 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:

• Enable and disable applications if applications are included in your plan
• "Start Again" allows you to refresh the setup 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 application fields to gather prospective partner information

These fields are enabled depending on your plan. 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 Using application forms support guide.

Group Settings

From this view, you can:

• Adjust link settings like enabling/disabling the referral link feature (if you don't want partner's sharing links).
• Enable/disable custom link creation on your Partners' dashboard. If this remains disabled, you are only giving them access to use their default 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.

Editing group name & sharing your 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.

Editing group information

The most commonly asked questions about groups are about 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 partner's earned rewards (which are 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 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. Reach out to your Success Manager or support@partnerstack.com and we'd be happy to help!