Partner
Understand how a Partner works and how to use them
Description
A Partner is someone that will generate referrla links and will bring new referrals into your platform. Depending on the context, a Partner can be a user in your platform, a client in your shop, a student in your e-commerce, or any other person that will receive a link to refer someone into your platform to receive a reward for their conversions.
Create a Partner
In order to create a new partner, you have two ways of doing it:
Through the Platform
You can easily create a new partner through the platform by going to the Partners > Partners
in the sidebar, it will open a new table and you can create a partner by clicking the Create Partner
button on the top right corner.
That will open a form, that will look something like the following:
The form is very simple, but let's dive on a couple fields here:
Field | Value type | Description |
---|---|---|
Name | Text | This is the name of the Partner, it's just for visual identification of the partner |
External ID | Text | This is the external ID used to identify the Partner in your platform, it could be either the ID, UUID or Email of the partner, it's up to you. This value will be used to perform actions on the Partner, so you don't have to stock his NodiRef's ID in your platform. |
Status | Selector Values | If a Partner is not active, all their Clicks, Conversions or Rewards will be automatically discarted. |
Project | Selector Values | This is the project to which the Partner belongs to, this value will set the Default Project for the partner, and will apply it to any new links created for this partner. |
Have a Partner in multiple Projects
A Partner can belong to multiple projects simultaneously. To add a Partner to another project, simply select their existing referral code and update its project.
Through the API
With our API, you can automate the creation of Partners, and also perform actions on them.
To create a new Partner, you can refer to the Partner API Documentation.