Templates fill in all four steps of a flow for common commission setups. Review the details, change what you need, and save.
Go to Flows and click Create flow.
Under Start with a template, find the template you want and click Use template. Use the arrows to see more templates.
Check each step. Change the name, partner group, rate or conditions if you need to.
On the last step, click Create flow.
The flow starts running on new payments right away.
Templates
Template | Description |
One-time commission | 20% on a customer's first payment only. |
Recurring-based commission | 20% on every payment, including renewals. |
Monthly vs Yearly commission | A rate based on the customer's billing cycle. |
Time-based commissions | 20% while the customer signed up within the last 3 months. |
Tiered commissions | 20% while the partner has fewer than 5 referred customers. Add more flows for higher tiers. |
Time limited commissions | 20% for the first 12 months of a customer's subscription, then stops. |
All templates approve commissions automatically. To change that, see Approve commissions automatically or manually. For each step of a flow, see What are flows?