Managing a program

Getting Started

• Setting Up Multi‑Factor Authentication (MFA)
• Getting to know your Company dashboard: Video Walkthroughs
• What is PartnerStack?
• Customizing your PartnerStack Marketplace listing and landing pages
• Adding and updating your billing information
• Inviting teammates to manage your program

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Setting up your Partners

• Learning more about your partners
• Inviting, removing, moving and updating partners
• Working with partner teams
• Using application forms
• Using partner groups
• Creating default, individual and secondary links for partners

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Enabling partners

• Messaging your partners
• Challenges
• Announcements
• Creating and using Custom Navigation items
• Adding resources for your partners
• Introduction to partner training

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Offers and Commissions

• Getting started with triggers
• Trigger best practices
• Examples of common offer triggers
• Drip commissions
• Adding a customer, creating a transaction and changing customer attribution
• Create a one time manual commission or bonus for your partner

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Setting up Emails and Links

• Sending emails from your company domain
• Making sure your emails are delivered successfully
• Customize link domain
• Creating emails in PartnerStack
• Setting rules for automated emails
• Create Stylized Emails

Recruiting Partners

• Recruiting partners step 1: Create your ideal partner profile
• Recruiting partners step 2: Build your partner commission structure
• Recruiting partners: Inbound vs outbound recruitment
• Recruiting partners step 3: Inbound recruitment tactics
• Recruiting partners step 4: Outbound recruitment tactics

Scaling your Program

• Customizing Lead stages & pipelines
• Partner designations
• Partner discovery tool
• Tracking partner traffic through UTMs
• Using Deal submission
• Using Lead submission

Invoicing

• Reviewing partner commissions
• Partner commission invoices

Reporting on program performance

• Partner activity reporting
• Performance reporting: Prebuilt reports & creating custom reports
• Partner performance reporting
• Link performance reporting
• Product performance reporting
• Lead performance reporting

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Integrations

• Integration overview

Common Questions

• Updating a partner's partner key
• Comprehensive overview of the partner dashboard
• Company FAQs
• Potential cases where link tracking fails
• Google Privacy, Apple ITP 2.3, and your PartnerStack program
• Submitting a GDPR or CCPA Data Request

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