Inviting and Removing Partner's

Who is this article for?

This article will be useful to you if are a company on PartnerStack looking to invite, add or remove partners from your program.

Adding partners to your program

Once you've found partners you wish to have in your program, you can have them join by:

• Sharing a group join link
• Emailing the partner an invite
• Importing partners using the in-app importer
• Adding partners using the API

Share a group join link

If you know which group you want the new partner to join, you can send them a link directly. When a partner clicks on the link, they will be prompted to log in to their PartnerStack account or create a new one.

If you have an application form enabled on that group, they will be prompted to fill out and submit the application form. Once you have approved them, they will be added to that group.

To find a group join link, follow these steps:

1. Log into your PartnerStack account
2. In the menu on the left-hand side, select "Groups"
3. Click on the group you want the partner to join to open it up
4. Select "Group Settings" in the menu that appears along the top 
5. Look for "Copy the group URL" and hit copy
6. Share the link with your partner on any platform (email, Twitter, etc)

Email the partner an invite 

You can send a partner an email invitation directly from within your PartnerStack account.

If you use application forms, sending an email invite will override the need for the partner to fill out an application form, and your partner will be joined to the specified group directly once they have created their account. If they already have an account on PartnerStack, they'll need to log in to accept the invite.

To send an email invite:

1. Log in to your PartnerStack account 
2. In your All Partners tab click into the "Invite Partners" tab in the top menu
3. Click "Invite Partners" on the right-hand side of the page
4. In the drawer view that opens select "Invite individual partners"
5. Select the group you would like the partner to join, enter their email and click "Next"
6. Customize your invite email and click "Send" 

After you have customized your invite email you can also save the email content by selecting the "Save content for future partner invitations" check box before sending an invitation.

Unaccepted invites can be resent or deleted at any time from your "Invite partners" tab by clicking the stacked dots beside the partner, and selecting "Delete invite" or "Resend Invite" from the dropdown. 

Inviting partners to a new or existing partner team

If you would like to create a new partner team and invite both the partner team owner and members, or if you would like to invite a new teammate to an existing partner team, this can be done from your All Partners > Invite Partners tab.

To invite a partner team owner, and teammates:

1. Log in to your PartnerStack account 
2. In your All Partners tab click into the "Invite Partners" tab in the top menu
3. Click "Invite Partners" on the right-hand side of the page
4. In the drawer view that opens select "Invite a new team of partners"
5. Select the group you would like the partner team to join, enter the partner team owner email and click "Next"
6. Enter the partner team members' emails (up to a maximum of 50 emails) and click "Next" or skip this step if you are not ready to add team members
7. Customize your invite email and click "Send"

Once set, a partner team owner cannot be changed. Please ensure you have confirmed with the partner who should be set as the partner team owner. 

To invite a teammate to an existing partner team:

1. Log in to your PartnerStack account 
2. In your All Partners tab click into the "Invite Partners" tab in the top menu
3. Click "Invite Partners" on the right-hand side of the page
4. In the drawer view that opens select "Invite teammates to a partner team"
5. Search for the desired partner team by team name, or team owner email
6. Enter the partner team members' emails (up to a maximum of 50 emails) and click "Send"

Note: As partner team members are being invited to an existing partnership, you will not see their partner team invite in your invites list. 

Teammates that have been invited to a team by a company will not be given immediate access to their accounts. They will need to be approved by the partner team owner, or an admin from the team.

Import partners

If you have multiple new partners you wish to have join your program, you can import them via CSV. For more information on importing, please see our Technical Docs: Universal Importer.

Note: When importing partners toggling the ‘send invite emails' option on will send all imported partners an email to ‘claim their account’. If you’re not ready for partners to login to the portal, ensure this is toggled off.

Use the API

For adding multiple partners at once, you can also use the PartnerStack API. Partners created via API will need to accept the invitation sent via email to create their PartnerStack accounts.

For more information on using the API, please refer to this guide: Technical Docs: Create Partnership API

Removing partners from your program

For a variety of reasons (inactivity, they no longer wish to be a part, etc) you may wish to remove a partner from your program. Once a partner is removed from your program, they will no longer be able to see your program within their PartnerStack or any referral information associated with it. You will also no longer have insight into the partner's activity.

If you have removed a partner from your program, they will be unable to rejoin with the same email address unless you send them an email invite.

If you choose to reinstate a partner after removal, the historical data associated with the previous partnership is not reinstated.

This will look like a fresh new partnership. Please consider carefully before removing a partner from your program.

To remove a partner from your program:

1. Log into your PartnerStack account
2. Click into your All Parnters tab in the menu on the left-hand side
3. Use the search field or filter to locate the partner(s) you wish to remove
4. Select the partner(s) by selecting the box to the left of the partner's name
5. Once the partner(s) have been selected, click on the bright blue "Actions" button towards the top right-hand side
6. In the drop-down menu that appears, select "Delete Partners"

From here, you can choose if you want to "Deactivate partner links" or not. Deactivating the partner links means that if anyone clicks on the partners' links after their links were deactivated will land on a 404 page and not your website. 

This is a great solution if you are concerned that the partner is referring fraudulent customers. If the partner is not fraudulent, deactivating their links will prevent possible customers from accessing your site.

Moving partners between groups

You may need to move a partner between groups for a variety of reasons, including wanting to change the reward available to them or needing to change the partner segment they fit into.

If you need to move a partner between groups, you can do so following these steps:

1. Select the partner(s) you are wanting to remove from your program on the All partners page 
2. Click on the Actions button that turns blue when a partner is selected
3. Select Update Partner Group from the drop-down menu that appears
4. Select the group you want to move the partner into within the Move to group field
5. Click Group Move to confirm the move and complete the action