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Customers & leads

How to manage the customers and leads generated through your affiliate program.

  • Lead submission process
  • How to create a customer
  • How to create a transaction
  • Creating a lead submission page
  • Allow partners to create customers manually
  • Import partners, customers and transactions
  • Review, reject, and convert leads​
  • Customer tags overview
  • How to edit a customer profile
  • Create customer tags using API or JavaScript
  • How to export customers and transactions
  • Convert a fraudulent transaction to rewardable

Categories

  • Getting started
  • Program setup & settings
  • Commissions & rewards
  • Tracking, links & coupons
  • Partner portal
  • Using Partnero AI
  • Payout management
  • Partner management
  • Customers & leads
  • Automation
  • Analytics & reporting
  • Program emails
  • Refer-a-Friend
  • Newsletter referral
  • Integrations
  • Shopify
  • Articles for partners
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