Partner and account management

Once your application is approved, you will receive an email from PartnerStack to create an account. PartnerStack is the platform we use to show you your performance metrics, rewards, and payments related to your invited clients.

Note that client invitations have to be done from your Brevo account.

To get access to your partner dashboard, log into www.partnerstack.com.

Functionalities in the partner dashboard

To find detailed information about PartnerStack dashboard functionalities, refer to this dashboard guideline.

💡 Good to know
Your dashboard might take up to 24 hours to refresh after an event occurs (e.g., a client is invited or a transaction is created).

Program summary page

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This page gives an overview of your partnership including stats, rewards, and recent activity.

On the Summary page, you can see the following stats:

  • Sign-ups: Sum of paid and unpaid customers invited per partner.
  • Paid customers: Sum of customers with at least one transaction.
  • Revenue: Sum of all transactions in USD for all time
  • Pending rewards: Rewards that are waiting for approval or to be made available for cash-out but are not available yet.
  • Paid rewards.

Performance tab

The Performance tab shows a breakdown of your program activity by month or day. You can see the number of customers referred, total revenue, rewards paid, and rewards pending based on the date an event occurred. The Performance tab is best used for a cursory overview of program activity, whereas the Reporting tab provides more advanced reporting.

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Customers tab

Reward statuses you may see are Signed-Up and Paid. If your customer has made a purchase, you will see revenue appear in the Revenue column.

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In the Customers tab, you can:

  • Keep track of your customers’ activity (sign-ups, purchases, and company)
  • Filter between different customer statuses; Signed-up, Paid, and Source.
  • Search your customers by name or email in the search bar

To view more details on a customer, click their name in the Customers tab to open the customer detail view. Here you can view details on their sign-up and purchase history.

Resources tab

Access Brevo resources to share with your clients. Here you’ll find Brevo logos, your partner badge, and product assets. If you need a specific asset, please reach out to us.

Messages tab

Communicate with us directly from your PartnerStack platform. We’ll get back to you as soon as possible. You can see our response via email and on the Messages tab.

Reporting

Switch between the Overview tab, which shows a breakdown of account activity including sign-ups, paid customers, transaction and reward totals, and the Rewards tab, which has a detailed breakdown of your rewards.

The overview and rewards data can be filtered so you can drill down your data. For more information on filtering the Reporting tab, check the Learning more about your performance and rewards PartnerStack support guide.

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🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.

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