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

You can start from the video recording or review the instructions below.

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

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

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

If your client has already created an account, you must request access. 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 you want to send to your client to request access to their account.

To open your client's account, click on their store name in your Partner Portal account under the Accounts tab. You'll be redirected to your client's account in the Omnisend app.

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

The account you created on your end in Partner Portal, which is still under your ownership, has this status. You have Owner access to such accounts.

You can transfer ownership to your client once the Omnisend account is ready. Click the 'Transfer ownership' button and enter your client's email address. The link you'll send to the client will be available for 30 days, but you can resend it anytime. Also, remember that once your client takes over the account, they must sign up for a paid plan. Once your client selects a plan, we'll activate your collaborator status for this account. While your customer hasn't approved the ownership transfer yet, an account will have an Ownership transfer pending status.

Note! The email address to which you'll be transferring ownership should not be the owner of any other Omnisend account, as you can link one email to only one account.

After you click the 'Transfer ownership' button and send the invitation to take over store ownership, the account status is that you can still access the store as Owner, but the client still needs to approve the transfer.

This status is given to the account to which you've requested access and been granted access. An account can also have such status if you've built it for a client in the Partner portal ➡ transferred ownership ➡ client took over this account and signed up for a paid plan.

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

Accounts you cannot access will fall under the Archived tab. It can happen if:

Check the payout balance directly in the partner portal without going to Partnerstack.

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

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

Under the Tutorials tab, you can find tutorial videos that will help you get the most out of Omnisend.

Read the articles listed under the Account Setup tab to learn how to set up your client's Omnisend account.

You can find all useful links in one place: click on the Quick Links tab.

How do I get attributed for transferred accounts? Once your client accepts the account ownership and chooses one of the paid plans, you’ll start receiving your slice of revenue.

When will I receive my earnings after I withdraw them? Once you withdraw your earnings, we’ll transfer them to you on the 15th of the following month.

How do I manage my earnings? You can track and manage your earnings on the PartnerStack platform. There’s no minimum amount required to withdraw your commissions. See your payments on Partnerstack.

If you're looking for new clients, check out the Jobs tab. Look through the listed ads and select the one that best suits your skill set. Then, contact the store owner to discuss a potential collaboration.

Also, if you want help setting up anything in your Omnisend account, you can do this by hiring an Omnisend partner. You can do this by opening the menu in the top right corner of your Omnisend account:

Add your Job description and budget, leave your contact info, and wait until one of our partners contacts you:

If you have any questions, reach out to us at [email protected]