Create an approval form

Approval process

With Partnero, your program can be available to everyone who registers, or you can introduce an approval process.
If partner approvals are enabled, after registering, each partner will be presented with an approval form that they have to fill out and submit before they can access the program.

The program owner will see pending approval requests and have to review and either approve or reject them.
Only approved partners will get access to the partner portal and the unique affiliate link to promote the product.

Building an approval form

To create a custom approval form:

  1. Open the program you’d like to work with.
  2. On the left sidebar, click on Partner Portal under Affiliate.
  3. Navigate to the Pages & Content tab, where you'll find the Approval tab under the Partner Dashboard section:

Here you'll find the following sections:

  • Welcome message - set the title and the description for your approval form.

  • Messages - set the text to be shown when a partner submits the form, e.g., “We have received your submission and will review it within one business day.” Additionally, set the message for rejected approvals.

  • Approval form - add questions you’d like your partners to answer.

Approval form question types

You can add the following Approval form fields:

Input Creates a free-text field for a partner to type in their answer. Question example: “Tell us more about your business.”
Checkbox Allows creating predefined options that the partner can choose from. They will be able to select  multiple options. Question example: “How are you going to promote our product?”; checkbox options: website, social media, video content, other.
Radio Allows creating predefined options that the partner can choose from. Partners will be able to choose a single option.
Select Creates a dropdown with pre-defined options.
Countries Includes a dropdown countries list.
Text Adds a note or additional text in between questions. It does not require an answer.

To add a free-text input option:

  1. Click Add field, and then select Input.
  2. Type your question in the Label field and toggle the Required option if you wish to make this question mandatory.
  3. Click Update.

To add checkboxes:

  1. Click Add field, and then select Checkbox.
  2. Type your question in the Label field.
  3. List the checkbox options in the Options field.
  4. Click Update.

Below is an example of how the form and each approval question type look on the Partner portal:

Don't forget to click Update after you make any changes!

Enabling approval for new partners

Now that you’ve created your approval form, the last step is to enable it.

  1. Go to Program and then Settings:
  2. Scroll down to the Other block.
  3. Toggle Enable approval form for new partners.
  4. Click Update:

Once the approval form is enabled, each new affiliate partner will be presented with the questionnaire when they sign up.

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