Partner Type

• A partner can be set as an Introducer (someone you buy leads from), a Partner (someone you sell leads to), or both.
• Lead Cost - the price you pay to an introducer.
• Lead Value - the amount you sell the lead for.

Portal Access Level

• You can choose what level of access your partner has in their portal.
• Give a partner access from the details page by creating them a password, if login details weren't sent when the partner was first set up.
• Partners can be given access to:
  • Search leads and view their own leads, plus reports for those leads
  • Only search for and view their own leads
  • Everything except search for and view leads
• You can require partners to accept a lead referral (click Accept) before receiving the full lead.
• You can allow referral partners to update the status of leads.

Credit Limit

• Setting a Credit Limit means your partner doesn't have to pay upfront to cover the cost of leads they buy from you.
• The PayPal Integration feature lets partners add payments to their account.
• This works for both Pre-Pay and Post-Pay (Credit Limit) partners.

Email Delivery

• Partners can receive leads by Email and/or Internet delivery.
• With Email delivery, the partner receives an email containing the lead details.
• You can change the default template in Settings > Configuration > Email.
  
  

Internet Delivery

• Supported delivery methods: XML, JSON, SOAP (v1.1 and v1.2) and POST.
• For each method, you set the URL the data is sent to and the body containing the data.
• The body is set according to your Partner's API Guide, with lead data inserted using the Template Variables Guide.
• Your partner should assist with troubleshooting related to their API. Pipedream can help by giving visibility of the Request & Response.
• Note: SOAP and JSON methods do not support custom headers - only the SOAP / JSON body can be set.

Lead Delivery Limits

• A partner can have a Daily Lead Limit and/or a Monthly Lead Limit.
• The Daily Limit sets how many leads a partner can receive per day; the Monthly Limit sets how many they can receive per month.
• A partner cannot exceed either limit, so make sure your limits are relative if using both. For example, a monthly limit of 50 with a daily limit of 1 will never allow 50 leads, since there aren't 50 days in a month.
• Note: Setting a limit to zero disables that limit.

Delivery Schedule

• Set a weekly delivery schedule for each partner.
• Choose which days (Mon-Sun) leads are delivered and between which times, e.g. 9am - 5pm.

Partner Contact Details

• Set the partner's phone number, email address and transfer telephone number.
• The phone number and email address are used for notifications.
• The transfer telephone number is used for Hot Key Transfers.

Text Alerts

• Notify the partner by SMS when a lead has been referred to them and when funds reach the Low Funds Threshold.
• Note: Text notifications are charged per message at your SMS rate.

Low Funds Threshold

• The amount the balance (or credit limit remaining) can drop to before an alert is triggered.
• See the Partner Balance, Credit Limits and Low Funds Threshold article for further details.