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Automation

Tag, convert, or clean up partners, customers, and transactions automatically.

Automation overview
Automatically delete inactive customers
Automatically convert a lead when a transaction is received
Automatically send emails based on partner activity
Send emails automatically when a tag is assigned

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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