Creating a Partner

This guide explains how to create and invite new partners in JourneyBee.

Overview

Partners are companies or individuals you collaborate with to grow your business. JourneyBee supports two types of partners:

• Referral Partners: Send you leads and earn commissions for successful referrals

• Reseller Partners: Sell your products/services directly to customers

How to Create a Partner

Step 1: Access the Partner Creation Form

1. Navigate to the Partners section in your JourneyBee dashboard

2. Click the "Add Partner" or "Invite Partner" button

3. The partner creation sidebar will open on the right side of your screen

Step 2: Enter Basic Partner Information

Company Details

• Company Name (Required): Enter the partner's company name

• Email Domain: Enter the partner company's email domain (e.g., "example.com")

• Country: Select the partner's country location

Partner Classification

• Tier: Choose an appropriate tier if you have tier-based partnerships

• Category: Select a category that best describes this partner

• Tags: Add relevant tags to help organize and filter partners

• Partner Type:

  • Select Referral if they'll be sending you leads

  • Select Reseller if they'll be selling your products/services

  • For Reseller partners, specify whether commission flows to the partner or your company

Step 3: Assign Team Members

• Assigned Users: Select team members who will manage this partnership

• Multiple users can be assigned to a single partnership

Step 4: Add Partner Contacts

Primary Contact (Required)

• First Name: Contact's first name

• Last Name: Contact's last name

• Email Address (Required): Valid email address for the primary contact

• Tags: Add contact-specific tags if needed

Additional Contacts (Optional)

• Click "Add Contact" to include more team members from the partner company

• Each contact can have their own name, email, and tags

• Use the "-" button to remove additional contacts if needed

Step 5: Custom Fields

If your organisation has configured custom fields for partners, complete any required information in the Custom Fields sections:

• Standard Custom Fields: Fields specific to your organisation

• Shared Custom Fields: Fields that both you and your partner can view and edit

Step 6: Send the Invitation

You have two options for creating the partnership:

Option 1: Send Invitation Email

• Click the "Send Invitation" button

• An email invitation will be sent to all contact email addresses

• Partners can accept the invitation to activate the partnership

• This creates an active partnership immediately

Option 2: Create Offline Partnership

• Click "Create Offline Partnership"

• Creates the partnership record without sending invitation emails

• Useful for partners you've already connected with outside the platform

• You can send the invitation later if needed

What Happens Next?

For Email Invitations:

1. Partner contacts receive invitation emails

2. They can click the invitation link to join JourneyBee

3. Once accepted, the partnership becomes active

4. Both companies can collaborate through the partner portal

For Offline Partnerships:

1. Partnership is created in "offline" status

2. Partner information is stored in your system

3. You can manage the partnership and track interactions

4. Invitation can be sent later when ready via the contacts tab on the partner portal

Important Requirements

• Company Approval: Your company must be approved to invite partners

• Valid Email Addresses: All contact emails must be valid and from the same domain

• Unique Partnerships: You cannot create duplicate partnerships with the same company domain

• Role Permissions: You must have admin or partnership management permissions

Tips for Success

1. Complete All Information: Fill out all available fields to maximise the value of your partnership data

2. Assign the Right Team Members: Choose users who will actively manage this relationship

3. Use Descriptive Tags: Tags help with filtering and organising your partner list

4. Double-Check Email Addresses: Incorrect emails will prevent successful invitations

Troubleshooting

Common Error Messages

• "Invalid email address": Ensure all email addresses are properly formatted

• "Company not approved": Contact support to get your company approved for partnerships

• "Partnership already exists": You already have a partnership with this company

• "Public email domain": Cannot create partnerships with generic email providers (Gmail, Yahoo, etc.) This feature is currently in development.

Need Help?

If you encounter issues creating partners, contact your system administrator or JourneyBee support for assistance.