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Managing Referrals

This guide explains how to set up the Fiskl Partner Program in Atlas, decide who it applies to, and track your referrals.

Before You Begin​

  • You need to be an Owner or an Admin
  • Decide whether you already have a Partnero partner account. If you do, have its email address ready.

Setting Up the Referral Program​

  1. Go to Partner Program in the left menu, or Referral program in your settings
  2. Select Set up referral program
  3. Select Link Existing if you already have a Partnero account, or Create New if you don't
  4. Select the Integration Level. See Choosing an Integration Level.
  5. Complete the details for the option you selected, as described below

Linking an Existing Partnero Account​

  1. Enter your Partnero Account Email. It must match the email on your Partnero account.
  2. Select Link Account

Creating a New Partnero Account​

  1. Enter your Email Address. You'll use it to sign in to the Partnero partner portal.
  2. Enter your First Name and Last Name
  3. Create a Password of at least 8 characters, with at least one lowercase letter, one uppercase letter, and one number
  4. Optional: Enter a Custom Referral Code, such as MY-FIRM. If you leave it blank, a code is created for you.
  5. Select Create Partner Account

Your Partnero account is created, and your login details are emailed to you. Your referral link includes your referral code.

Choosing an Integration Level​

The integration level decides which branches your referral account covers.

LevelWhat it covers
Parent Account LevelEvery branch in your practice. All branches share one referral account, and all referrals are tracked together.
Organization LevelOnly the branch you are working in, with its own tracking and management

Parent Account Level suits most practices. Organization Level suits branches that run as separate businesses and want their own tracking and payouts.

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You select the integration level when you set up the program. To change it later, disconnect the referral account and set it up again at the new level.

Using the Partner Program Dashboard​

Once the program is set up, Partner Program shows your referral dashboard. If you set it up at Parent Account Level, use Viewing to switch between Parent account and This organization, the branch you are working in.

The dashboard has four tabs: Overview, Links, Activity, and Settings.

Overview​

The Overview tab shows your referral figures:

FigureWhat it shows
Total clicksHow many times your referral links have been opened
SignupsHow many people signed up using your links
Paid accountsHow many of those signups have become paying subscribers
Conversion rateThe share of clicks that turned into paid accounts

Under Quick actions, you can:

  • Add new client — Create a client invitation that includes your referral code
  • Copy default link — Copy your main referral link to share with potential clients

The Links tab shows every link you can share:

  • Default referral link — Your main link for sharing with clients, with your referral code. Select the copy icon to copy it.
  • All referral links — Every active referral link, with the default marked Default. Select the copy icon next to a link to copy it.
  • Invitation links — Custom links that combine your referral code with an offer code. To create one, select Create link.

To manage your links in Partnero, select Partner dashboard.

Activity​

Your full referral history is kept in the Fiskl partner dashboard, including commission breakdowns and transaction records. To see it, select Open partner dashboard or View full activity on the Activity tab.

Settings​

The Settings tab shows your Partnero connection:

  • Email — The email address of your Partnero account
  • Status — Whether the connection is Active
  • Last synced — When Atlas last updated your referral figures

To update your figures straight away, select Sync data.

To remove the Partnero connection, select Disconnect under Disconnect integration. Existing referrals and commissions are not affected.

Share your referral link with potential clients, for example by email, on your website, or in proposals. You'll find it on the Links tab, or select Copy default link on the Overview tab. A referral only counts when the client signs up by following your link.

Common Issues​

I can't see Partner Program in the menu

Only Owners and Admins can access the Fiskl Partner Program. If you need access, ask an Owner.

My existing Partnero account won't link

The email you enter must exactly match the email on your Partnero account. Check the address and try again. If you don't have a Partnero account yet, select Create New instead.

A client's signup wasn't counted as a referral

Referrals are only tracked when the client signs up by following your referral link. If the client signed up another way and connected to your branch later, it doesn't count as a referral. If you think a referral was missed, contact Fiskl support.