How to create a customer

You may need to manually create a customer (referral), e.g. if your partner or the customer forgot to use the affiliate link. Each customer has to be associated with a specific partner. There are two ways to create a customer on Partnero - from the Customer list or directly from a partner's profile. Here's how to do both.

Create a customer from the Customer list

To create a customer from the customer list:

1. On your program, navigate to Customers under  Reporting and management.
2. Click Create customer at the top right corner:
3. Fill out the modal. The customer's email address and the referring partner's email address are mandatory. Additional information can be provided if needed:
4. Click Create customer.

Create a customer from a partner's profile

To create a customer from a partner's profile:

1. On your program, navigate to Partners under Reporting and management.
2. Find the partner that the customer is associated with (you can search by name or email address). 
3. Click on the partner to open their profile view.
4. Scroll down to Customer activity and click Create customer:
5. Enter the customer's name, email address, and customer key:The Customer's key can be anything you use within your system to identify customers, including their email address.
6. Click Create customer.

The customer will be created as a Signup associated with the partner. You can also manually create a transaction - read more on how to do it here.