Use Case for the Partner Application

The Partner Application is a public-facing form that allows prospective partners to apply directly through your marketplace. Customize the form with qualifying fields to assess partner suitability. Once a prospect submits the application, an admin reviews it, and upon approval, the partner can create an account and manage their listing. This streamlined application process supports efficient onboarding, helping you grow your partner network directly through your marketplace.

Walkthrough of the Partner Application process

Go Portal -> Form Builder and select the Partner Application. Build out your form by adding the required fields, along with any additional fields and save.

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Once the Partner Application has been saved there will be a url generated for this form.

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A couple best practices for getting this form in front of your audience is to have it displayed on your Marketplace, either as a CTA button or having a "Become a Partner" card.

Here's an example from Salesloft. They have their Partner Application behind a "Become a Partner" CTA button in their homepage banner.

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Once clicked, the prospective partner will be prompted to complete the form.

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After the application is submitted a notification email will be sent to the designated admin for review. All form submissions can be found in Submissions -> Forms.

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Once an admin has approved the application the partner will receive a confirmation message letting them know that they need to check their email to complete registration.

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The email invite is sent out immediately after the form is submitted and once received, click on the Accept Invite button.

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The partner will be brought to the Marketplace Portal login page and be prompted to log in.

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Once logged in the partner will be brought to their Dashboard and can immediately start creating their partner listing.

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