Managing a program

Getting Started

• What is PartnerStack?
• How to join PartnerStack
• Customizing your PartnerStack Marketplace listing and landing pages
• Adding and updating your billing information
• Inviting teammates to manage your program
• Configuring teammate permissions

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Setting up your Partners

• Learning more about your partners
• Inviting and Removing Partner's
• Using application forms
• Using partner groups
• Creating default, individual and secondary links for partners
• Custom Partnership Fields

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Enabling partners

• Providing Marketing Funds to your partners
• Challenges
• Announcements
• Creating and using Custom Navigation items
• Partner training best practices
• Introduction to partner training

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Offers and Rewards

• Getting started with triggers
• Examples of common offer triggers
• Drip Rewards
• Adding a customer, recording a sale, and changing customer attribution
• Create a one time reward or bonus for your partner
• Clawbacks and Incorrect Rewards

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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

• Step 1: Create your ideal partner profile
• Step 2: Build your partner reward model
• Steps 3 and 4 intro: Recruit the right partners for your program
• Step 3: Inbound recruitment tactics
• 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 rewards
• Partner reward invoices

Reporting on program performance

• Reporting on your partner program performance
• Analytics: Revenue Tab
• Analytics: Leads Tab
• Analytics: Deals Tab
• Analytics: Partners Tab
• Analytics: Training Tab

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Integrations

• Importing data into a program
• Integration overview

Common Questions

• Comprehensive overview of the partner dashboard
• Company FAQs
• Potential cases where link tracking fails
• Tracking, Cookies, and ITP 2.0
• Submitting a GDPR or CCPA Data Request
• PartnerStack and Adblockers