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Partner groups

Treat different kinds of partners differently, each group with its own sign-up link, approval, payouts and coupon.

Written by Nick

Partner groups let you treat different kinds of partners differently. Each group has its own sign-up link and description, decides whether new partners need your approval, and can have its own website, attribution model, minimum payout and coupon code. A group can hold many partners or just one.

For example, you could pay agencies 40% in a group where you review every new partner, while everyone else joins the default group at 30%.

Create a group

Your first group is created with your program and is your default group. Partners who sign up through your main portal link join it.

  1. Go to Program settings › Groups.

  2. Click Create group.

    Partner groups page with three groups and the Create group button

  3. Under Sign-up page, enter a Group name and a Description. Partners see the description on the portal's sign-up page.

  4. Under Joining, switch on Review new partners if you want to approve each partner who joins.

    Group dialog with the Review new partners switch under Joining

  5. Under Tracking, payouts and coupon, set anything that should differ from the program: Website, Attribution model, Minimum payout or a Coupon code. Leave a field empty to use the program's setting.

  6. Save the group.

The number of groups you can create depends on your plan: up to 3 on Basic, up to 5 on Growth and unlimited on Pro.

Set each group's commissions

Commissions are set with flows. Create a flow for the group and set its rates, products and time limits. See What are flows?

Add partners to a group

  • Sign-up link: each group has its own. Click Copy link next to the group. Partners who sign up through it join the group and see its description.

  • Invite: pick the group when you invite partners. See Invite a partner.

  • Move partners: on Partners, select them and click Change group, or change Partner group on a partner's profile. To move them automatically, see Move partners between groups automatically.

Good to know

  • Partners in a group that reviews new partners wait on the Pending tab until you approve them. See Approve or reject partner applications.

  • Click ⋯ next to a group to manage its partners, give it its own lead form, or delete it. The default group can't be deleted. Make another group the default first.

  • Translating a group's description into other languages is available on Growth and higher plans.

  • You can ask custom questions to one group only. See Ask custom questions on the application form.

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