Introduction to Partner Management

PartnerPilot's partner management system serves as your central hub for overseeing all aspects of your affiliate partnerships. Whether you're managing a handful of carefully selected partners or coordinating with hundreds of affiliates, our interface provides the tools and visibility you need to maintain successful relationships and track performance effectively.

The Partner Dashboard Experience

When you first access your partner management dashboard, you'll be greeted by a comprehensive table view of your affiliate network. This intuitive interface presents crucial information about each partner at a glance, while offering powerful tools for deeper insight and management.

Understanding Your Partner Table

The partner table is your primary tool for partner oversight. Each row represents a partnership, displaying key information such as when the partner joined your programme, their current status, and their sales performance. This table is more than just a list - it's an interactive tool that adapts to your programme's specific needs and the information you collect from your partners.

Dynamic Data Display

One of PartnerPilot's most powerful features is its ability to adapt to your specific business needs. The information you see for each partner directly reflects the data you've chosen to collect through your customised application form. For instance, if you've configured your sign-up process to gather social media metrics or specific industry certifications, these details will be seamlessly integrated into your partner management view.

 Partner Lifecycle Management

The Application Process

The journey begins when a potential partner submits their application through your customised sign-up form. Every piece of information they provide is captured and organised in your dashboard, appearing first with a "Pending" status. This allows you to review new applications thoroughly before making any decisions.

Partner Statuses and Their Meaning

Partners in your programme can exist in several states, each representing a different stage in their partnership journey:

Pending Partners
When new applications arrive, they appear as pending entries in your dashboard. This status gives you time to review their credentials, verify their information, and ensure they align with your programme's goals.

Approved Partners
Once you've vetted and accepted a partner, their status changes to "Approved." These partners are actively promoting your products or services and can generate commissions. You'll see their performance metrics updating in real-time as they drive traffic and sales.

Suspended Partners
Sometimes you might need to temporarily pause a partnership. The suspended status lets you halt partner activity without permanently ending the relationship. This is particularly useful when reviewing partner compliance or investigating unusual activity patterns.

Rejected Applications
When applicants don't meet your criteria, you can mark them as rejected. The system maintains these records for reference, and partners can potentially reapply if their circumstances change.

Detailed Partner Profiles

Clicking on any partner in your table opens a comprehensive modal view that tells the complete story of that partnership. This detailed view is divided into two main sections:

Personal Information Section
This section presents all the biographical and business information collected during sign-up. The beauty of this display lies in its flexibility - it only shows fields that contain data, keeping the interface clean and relevant. Whether you collect basic contact details or extensive business credentials, the system organises this information logically and accessibly.

Performance Metrics Section
Here you'll find a detailed breakdown of the partner's activity and success within your programme. Key metrics include:
- Click-through rates showing how effectively they're driving traffic
- Sales volumes indicating their conversion success
- Commission earnings reflecting their overall programme value
- Custom performance indicators specific to your programme

Managing Partnerships Effectively

Taking Action on Partner Status
The system makes it simple to change a partner's status when needed. Whether approving a new application or temporarily suspending an existing partner, each action is accompanied by a confirmation prompt to prevent accidental status changes.

 Performance Monitoring Tools
Your dashboard comes equipped with powerful search and filtering capabilities. You can quickly locate specific partners, filter by number of sales, date joined , or sort by status to focus on particular segments of your partner network.

 Data Management and Customisation

 Form Builder Integration
Your partner data structure begins with your application form. Through our form builder, you can:
- Create custom fields specific to your industry
- Set mandatory information requirements
- Add specialist fields for different partner types
- Modify existing forms as your programme evolves

 Dynamic Field Display
The system automatically adapts to display the information you collect. Fields remain hidden until they contain data, keeping your interface clean and focused on available information.

Maintaining Partner Relationships

Best Practices for Programme Management

To make the most of your partner management system:
- Regularly review partner performance metrics
- Update your data collection fields as programme needs evolve
- Maintain consistent approval criteria
- Document reasons for status changes
- Monitor partner activity patterns for optimisation opportunities

 Privacy and Security

PartnerPilot takes data protection seriously. All partner information is:
- Securely stored and encrypted
- Accessible only to authorised users
- Managed in compliance with data protection regulations
- Protected by role-based access controls

Getting Support

Our support team is always ready to help you:
- Navigate partner management features
- Optimise your application form
- Understand performance metrics
- Resolve technical issues
- Implement best practices

Remember, effective partner management is an ongoing process. Regular attention to your programme and proper use of these tools will help ensure its success and growth.