Partners

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Nate Smith
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Note: This functionality is on our deprecation list.

 

Partners are Accounts that resell your Events. Partners can be offered discounts on advertised Event prices, or commission on Event prices by way of a Promotional Code. You can track Opportunities and sales that a Partner has generated for you, create Events with Partners and create Event Workflows for routine Tasks applicable to your Partners.

When you navigate to CRM → Partners, this displays all Accounts designated as Partner. You can further query this list by using our CRM Filtering System.

From here, click Partner Sales to see a sales breakdown by period or Promotion Codes to see a list of all Promotional Codes in use from all Partners.

Create a Partner

If you don’t already have an Account for your Partner, please create an Account first. You can designate your own Account (the one that is linked to your Company) as a Partner when you want to offer Promo Codes from your own organisation.

  1. Go to the Account screen for the Partner you wish to designate

  2. Click Edit Account

  3. On the right-hand side, in the ‘Additional’ section, tick the Partner checkbox

  4. Select the Type of Partner (this is used for reporting purposes):

    • Active
    • Pending
    • New
    • Dormant
    • Dead

  5. Click Save

You will now have completed setting up your Partner. Whenever you view this Account screen, there will be a Partner tab available where you can manage your Promotional Codes.

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The Partner tab is displayed for Accounts marked as Partner

Remove a Partner

You won’t see the Partner tab in the Account’s screen after removing them as a Partner.

  1. Go to the Account screen for the Partner you wish to remove
  2. Click Edit Account
  3. On the right-hand side, in the ‘Additional’ section, untick the Partner checkbox
  4. Click Save

Your Account will no longer be marked as a Partner.

Promotional Codes - legacy

 

Note: Promotional Codes can be used on any Event. If a Promotional Code is abused then you should set the Promotional Code to Dormant and create another one.

In the Partner tab of the Account screen, the Promotional Code section is at the bottom of the page. You can see an overview of all the Promotional Codes that are Active. Click Show Dormant Codes to show expired Promotional Codes.

You can see a full view of all your Promotional Codes by navigating: CRM → Partners → Promotion Codes.

Add a Promotional Code

You need to have Created a Partner in order to give them a Promotional Code. If you only need to use the Promotional Code for your own organisation, then make the Account that is linked to your Company as a Partner.

  1. Go to the Account screen of your designated Partner who’ll offer the promo code to be used by customers (or your own Account, if you’ve set yourself up as one)

  2. Click on the Partner tab

  3. In the Promotional Code section, click Add New Promotional Code

  4. Enter a Code: this is promotional code in itself

  5. Enter a Discount: this is a value applicable to the Type (see below)

  6. Select a Type , this will treat the above value as a:

    • Percentage: a calculated discount on all applicable items on an Invoice, e.g. 20%

    • Fixed Amount: a flat rate discount e.g. £20 off (if using GBP as your currency)

    • Percentage Based on Delegates: applicable to the WordPress Plugin and WebLink when your customer adds a minimum number of students (you will be asked for this number if you select this option), e.g. 20% off for when 3 or more Students are added (see screenshot below)

  7. Enter the Commission: the amount as a percentage your Partner should receive for sales (Enter 0 if this is not required)

  8. Enter a Caption: describe the Promo Code

  9. Click Save

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Promo Codes based on a minimum number of students being ordered online

Your Promotional Code added can now be added to Sales Invoices in the Promo Code field. The Promo Code and its value will be shown on the Invoice if it relates to a Discount but not if it relates to a Commission.

Edit / Expire a Promotional Code

  1. Go to the Account screen of your designated Partner (or your own Account, if you’ve set yourself up as one)
  2. Click on the Partner tab
  3. If the Promotional Code you wish to edit has been expired (set to Dormant), click Show Dormant Codes
  4. Click on the Code of the Promotional Code you wish to edit
  5. Make your desired edits: you can change the Disposition to Dormant to expire the Promotional Code (you can change this back to Active at a later date if you so wish)
  6. Click Save or Delete to permanently remove the Promotional Code

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