Partner Portal is a partner environment where agency partners can easily create new Omnisend accounts on behalf of their customers, set these accounts up before transferring them to customers, attribute new paying customers to their accounts and track their revenue share performance over time. Partners get reward for every transfered account which starts paying.

Contents

How to register a Partner Portal

Create account on behalf of your client

Request access to an existing account

Access your client's account

Account statuses

Add team member

Quick links

You can start from the video recording or look through the instructions provided below.

How to register

To register your Partner Portal account, you should go here and click Apply now. Then fill out the form to provide some info to our Partnerships Team. It usually takes less than one day to get the reply from Partnerships Team. If you'll be eligible to become our partner, we'll send you a link to create a Partner Portal account. Also, you'll get invitation to join our PartnerStack.

Create account on behalf of your client

To create an Omnisend account for your client's business go to Accounts tab and click 'Create account' button.

Then select 'Development account' option and fill out all the needed information about your client's store.

Request access to an existing account

If your client has created an account already, you'll need to request access to it. To do this you'll need to ask for your client's Account ID, which can be found in the dropdown menu under the customer's profile icon.

Then open your Partner Portal account ➡ Accounts tab ➡ 'Create account' button ➡ select 'Request access to an existing account' option and paste your client's Account ID. You can edit the message that you want to send to your client to request access to his/her account.

Access your client's account

To open your client's account just click on the name of his/her store in your Partner Portal account under Accounts tab. You'll be redirected to your client's account in Omnisend app.

Account statuses

There are 4 different statuses accounts can have in your Partner Portal account.

Development account

The account that you've created on your end in Partner Portal and it's still under your ownership has this status. You have an Owner access to such accounts.

You have an option to transfer ownership to your client once the Omnisend account is ready. Just click on 'Transfer ownership' button and enter your client's email address. The link that you'll send to client will be available for 30 days, but you can resend it at any moment. Also, keep in mind that once your client take over the account, he/she needs to signup to a paid plan. Once your client selects a plan, we'll activate your collaborator status for this account. While your customer hasn't approved ownership transfer yet, account will have Ownership transfer pending status.

Note! Email address that you'll be transferring the ownership to shouldn't be an owner of any other Omnisend account, as you can link one email to one account only.

Ownership transfer pending

The status that account gets after you've clicked 'Transfer ownership' button and have send the invitation to take over store ownership, but you're still waiting for client's approval. You can still access the store, as Owner, while client hasn't approved the transfer yet.

Collaborator access

The account that you've requested access to and have been granted that access get this status. Also, account can have such status, if you've built the account for client in Partner portal ➡ transferred ownership ➡ client took over this account and signed up to a paid plan.

You have Admin access to such accounts. If you don't want to have access to an account anymore, just click on the arrow near 'Log in' button ➡ Withdraw access.

Inactive account

Accounts that you no longer have access to will fall under Archived tab. It can happen, if:

  1. You've withdrawn access to this account on your end.
  2. Client has revoked your access to his/her account.

Add team member

If you want to give access to your Partner Portal account to your colleagues, go to Team tab ➡ Invite member button ➡ enter your colleague's email address that he/she will use as login to your Partner Portal account.

You'll see all members of your team under Team tab. All team members have the same rights and can access any selected account.

Quick links

You can find all useful links in one place, just click on Quick links tab.

  1. Training - training courses to learn how to get most out of Omnisend.
  2. Resources - one pagers, comparisons, and everything else you need to nudge your client into choosing Omnisend.
  3. API documentation - API documentation that will help you to build and improve your client's store integration with Omnisend.
  4. Reporting - Advanced reporting can shed new light on your campaign and automation performance.
  5. Rewards and withdrawal - follow your revenue growth and cash out when you feel like it.
  6. Messages - latest product updates, messages from support and sometimes exclusive offers.
  7. Support documentation - Omnisend Knowledge Base, where you can find answers to most of the questions about Omnisend features.
  8. Developer console - tool that will help you to find information about your account's API access and error logs.
  9. Brand assets - Omnisend logos and guidelines on how to use them.

If you have any questions, reach out to us at partnersupport@omnisend.com

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