How to Set Up a Partner

Prep: Are Your Lead Types Referable?

• Before starting, make sure the referral method has been set on your lead types.
• If you haven't done this yet, see the Setting Up Lead Types guide first.

Step 1: Adding a Partner

• Set the partner up under Partners > New Partner, or let them sign up themselves via the New Buyer online form.
• If adding manually, complete the Partner Details section first - Company Name is the only required field.
• You can give the partner portal access by:
  • Emailing their login details during set up, or
  • Setting a password yourself afterwards.

Step 2: Partner Settings

Complete the following:

• Partner type
• Portal access level
• Credit limit (optional)
• Delivery method - including set up if Internet Delivery is chosen
• Lead delivery limits
• Delivery schedule (if applicable)
• Low funds threshold and alert preferences

Step 3: Partner Referral Set Up

This determines:

• Which leads the partner can receive
• How much the partner pays per lead
• Whether default lead costs override partner costings
• Billing Points - when the partner is billed for a lead
• Partner-level lead limits
• Selection priority
• Whether the partner can manage the lead type from their own account

Step 4: Payment Methods

• Partners can be set up as Pre-Pay or Post-Pay.

Pre-Pay:

• Partner must add funds before purchasing leads.
• Add funds via a transaction adjustment (Statement tab)
• Creates a positive balance; leads are charged based on costings and Billing Points.

Post-Pay:

• Partner is given a credit limit, working like a bank overdraft.
• Balance goes negative as leads are purchased, up to the credit limit.
• Once the limit is reached, a payment must be made to free up credit

Step 5: Partner Preferences

Found in Settings > Configuration > Partners:

• Allow partners to provide an FCA authorisation no - requires the partner to add their FCA number in Reports & Settings > Account Details before receiving relevant leads. See Setting Up Lead Types for details.
• Allow pause/resume lead delivery - lets the partner set themselves online/offline from their portal. See Partner Referral & Distribution Rules for more on availability.
• New Buyer feature - allows partners to sign up directly. They stay in a pending status until activated by a user in the FLG account.

Troubleshooting

• Many factors affect whether a partner is eligible for referral.
• Run the Partner Eligibility Report to check status and see any failing criteria (e.g. no credit, daily limit reached).
• Confirm the partner has the correct lead type and locations selected under Partners > Referral Setup.
• Still stuck? Get in touch with support.