Platform guides
Task-by-task guides to the dashboard: settings, commission rules, attribution, payouts, the portal, messaging, imports and safeguards.
These guides follow the work of running a program, roughly in the order it comes up. Each one covers one part of the dashboard, with the button names as they appear on screen.
Program setup
The setup checklist, settings, groups and tags. Also, turning paying customers into partners.
Commission rules
Decide what each sale pays. Templates, conditions, priority and approval, tested on your real sales.
Attribution and tracking
How a sale is matched to a partner. Check your install and fix sales with no partner.
Links and domains
Partner links, short links, the portal on your domain, and your own tracker host.
Payouts
Pay partners from your own account. Who's due, batches, PayPal, Wise, manual methods and tax forms.
The partner portal
What partners see and how they sign in. Applications and branding, plus signup links per group.
Messaging
Automated emails, campaigns, sequences, announcements, resources and your own sending domain.
Imports
Bring partners, customers and history from a spreadsheet or another platform. Dry run first, undo in one click.
Safeguards and risk
Referral safeguards on every plan. Hourly fraud checks on Scale.
Account security
Two-factor, backup codes, signed-in devices, and the way back if you lose your phone.