How to use the partner checklist
Partner checklist helps you track partner program opportunities, maximize its benefits, and monitor your progress.
In this article, we will talk about how to use the partner checklist.
View the checklist
Go to the Agency Area in your account. The partner checklist will appear on the right.
This checklist is available to all partners who use the Agency Area.
You don't have to complete the entire checklist and are free to do only what's relevant to your business.
Complete the checklist
Checklist items are marked as completed automatically or through your partner manager.
| Register a client through the agency panel |
Invite a client without a SendPulse account through the Agency Area. To do this, click Invite new user and enter user information. This item will be checked off automatically once your client joins the Agency Area. Read more: Inviting a new user. |
| Invite a client to the agency panel |
Invite an existing SendPulse user through the Agency Area. To do this, click Invite new user and enter the email address linked to their SendPulse account. This item will be checked off automatically once your client joins the Agency Area. Read more: Inviting an existing SendPulse user. |
| Earn your first commission |
Earn a commission* for clients added to your Agency Area. This item will be checked off automatically once your client purchases a pricing plan and you receive the commission. |
| Get certified |
Become a SendPulse-certified expert in email marketing, chatbots, online courses, websites, marketing automation, and CRM integration. Submit your application and get certified. This item will be checked off automatically once you get certified. |
| Get added to the Partner Catalog |
Become a SendPulse-certified expert in a specific tool and join the Partner Catalog, where clients can reach out for your expertise. Get certified in email marketing, chatbots, online courses, websites, marketing automation, or CRM integration, and apply to join the Partner Catalog. This item will be checked off automatically once you get certified as an expert in one of the SendPulse tools and add two paying clients. |
| Publish an application in the App Directory |
Develop an application for a SendPulse tool and add it to the app directory. This item will be checked off automatically once you add at least one private or public app. Read more: SendPulse app directory overview. |
| Transfer money to the client's balance |
Add funds from your account to a client's balance. Click Top up, type in a top-up amount, and click Add funds. This item will be checked off automatically once you add funds to a client's balance. |
| Receive your first commission payout |
Add your first commission* to your account. You can request to withdraw a commission 30 days after it is credited. To do this, click Request withdrawal and fill out the form. This item will be checked off automatically once you withdraw funds from your agency's balance. |
| Add 10 clients to the agency panel |
Invite 10 clients to the Agency Area. This item will be checked off automatically once you add 10 clients to the Agency Area. Both registered and newly invited users count. |
| Become Gold Partner |
Gold partners earn up to 40% more in commissions*. To qualify, you must meet the following criteria:
This item will be checked off automatically once you become a Gold partner. When you meet all the criteria, contact your partner manager to update your status. |
| Get Platinum Partner status |
Platinum partners earn up to 40% more in commissions*. To qualify, you must meet the following criteria:
This item will be checked off automatically once you become a Platinum partner. When you meet all the criteria, contact your partner manager to update your status. |
| Add "SendPulse Partner" experience to your LinkedIn CV | Add the SendPulse Partner label to the Experience section on your LinkedIn page.
Once you update your profile, copy and send the link to your partner manager to check off this item. |
*Your commission is a percentage of agency clients' pricing plan payments. When your clients pay for SendPulse's pricing plans, your commission is automatically calculated and added to your account balance. You can earn 30%, 40%, or 50% in commissions based on your partner status.
Last Updated: 17.02.2025
or