Steps to Setup Success Marketing Partners

Welcome on board 🚀!

You're ending up here because you are new to Kiflo, and want to understand how to get the best out of Kiflo? Follow these steps and you’ll get your Kiflo account up and running in no time.

Steps to setup success are:

  1. Define your Partner Programs
  2. Customize or Create Email Templates
  3. Share Assets with your Partners
  4. Get started with Kiflo JS
  5. Create your First News
  6. Invite your First Partner
  7. How to get leads from referral links?

Step 1: Define your Partner Programs

Partner programs are used to segment partners. You need to define at least one program before adding the first partner in Kiflo.

Defining a partner program allows you to:

  • Segment partners (e.g.: group all affiliates in the same program)
  • List the benefits & requirements for those partners
  • Setup your commission structure
  • Customize the features available on the partner portal for all the partners in the same program

See: How to create a partner program?

Step 2: Customize or Create Email Templates

Email templates are used to communicate with your partners. 

In order to customize email templates see: How to customize email templates?

Here is a list of places you can assign email templates:

  1. Partner Invitation: How to invite partners?
  2. Partner Program (Partner Application Process): How to set up automated emails for Partner Programs?

Another really important task during the setup of email is configuring your sending domain, see: How to configure sending domain?

Step 3: Share Assets with your Partners

Sharing assets is a vital part to enable your partner and equip your partner with the tools they need to bring you deals. 

These include sales collateral, marketing collateral, pricing sheets, and much more!

See: How to upload an asset?

Step 4: Get Started with Kiflo JS 

To start rewarding partners for referring qualified leads you need to install the Kiflo JavaScript Snippet which can be found on your integrations page on your Kiflo account. Kiflo JS allows communication between your website and Kiflo and enables tracking of new leads brought in by your partners.

See: Get started with Kiflo JS

Step 5: Create your First News

Similar to assets, the news functionality will allow you to communicate vital information in a timely matter with partners. 

News is a widget available on the partner portal. This widget allows partners to stay connected and up-to-date on your company. The news feature on Kiflo can be used by you to communicate on blog releases, webinars, product releases, etc. 

See: How to share news?

Step 6: Invite your First Partner

Inviting your first partner to Kiflo is a big step and it is important to have implemented the steps above before inviting them!

You can easily invite your partners to Kiflo with just a few clicks. They will receive an invitation by email, that includes a link to activate their partner portal.

See: How to invite partners?

Step 7: How to get leads from referral links?

Referral links (or affiliate links) in Kiflo can be used to track visitors and leads from your website. Leads are automatically associated with the partner who referred them. It works just like an affiliate platform.
You have many ways to build and connect a lead form to your Kiflo account. This article covers the different possibilities and will help you choose the best option depending on your tech stack.
You have the ability to get leads from:

See: How to get leads from referral links?

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