Managing your program partners

Understand how all your partners are performing and contributing to the success of your partner program.

Marcus Farrell

Written by Marcus Farrell

This feature is only available for Business plans and above.

Where to find your program partners

In the Partner Program menu, click All Partners to see everyone in your program

Inviting partners

On the Partners page, click Invite partner to open the invite panel.

Learn more about inviting partners here.

Importing partners

Click the menu to import partners from supported platforms into your Dub program.

Dub currently supports importing from:

If you’d like to import from other platforms, let us know.

Exporting partners

Click the menu and choose Export as CSV to download your partner data for use anywhere.

Partner table

The partner table gives you a complete view of everyone in your program. By default, partners are sorted by net revenue, starting with your highest performers. This makes it easy to see who is driving the most value at a glance.

You can sort the table by any column header. For example, select Conversions to sort partners by the number of conversions instead of revenue.

Default columns

When you first open the table, you will see a focused set of columns designed to give you a quick read on partner performance.

ColumnDescription
GroupThe group this partner is in
LocationThe partner's declared location
ClicksTotal number of clicks on the partner's links
LeadsTotal number of leads generated by the partner's links
ConversionsTotal number of leads that converted to paying customers
RevenueTotal revenue generated by the partner's links
CommissionsTotal commissions paid to the partner for their referrals
Net RevenueNet revenue after commissions

These can be changed anytime by clicking the Gear icon in the top right of the table, allowing you to enable or disable additional columns.

Additional columns

If you need a deeper view, you can turn on extra performance and attribution metrics. These optional columns help you understand partner quality, funnel efficiency, and long term value more clearly.

ColumnDescriptionEquation
EPCEarnings Per ClickTotal Revenue ÷ Total Clicks
Avg LTVAverage lifetime value for each paying customerTotal Revenue ÷ Total Conversions
Click -> LeadPercentage of clicks that become leadsTotal Leads ÷ Total Clicks
Click -> ConvPercentage of clicks that convert to paying customersTotal Conversions ÷ Total Clicks
Lead -> ConvPercentage of leads that convert to paying customersTotal Conversions ÷ Total Leads
ROASReturn On Ad SpendTotal Revenue ÷ Total Commissions

Use filters to sort partners by group, status, or location. Filters help you spot top-performing partners.

You can also use the search field to search by name, email, or link. This is helpful when looking for a specific partner.

Status

Filter by status to see who’s active and who isn’t.

StatusDescription
ApprovedPartner has joined and can earn rewards
InvitedPartners that have been invited to your program but haven't accepted the invite yet
DeclinedPartners that have declined your invitation to join
ArchivedPartner has been removed from the program
BannedPartners that you have banned from your program
DeactivatedPartners that you've deactivated your partnership with. This could be used for ending a partnership for non abuse-related reasons (e.g. commercial/financial reasons).

More dropdown

For each partner, click the menu to see more controls.

These additional controls include:

  • Approved partners - View commissions, Archive partner, and Ban Partner
  • Invited partners - Resend invite and Delete invite
  • Archived partners - View commissions, Unarchive partner, and Ban partner.
  • Banned partners - View commissions, Archive partner, and Unban partner.

Partner details

Click on a partner’s row to see their details, like their profile, performance, short links, payouts, and commissions.

To see all referral links for this partner, click Links. You'll also see partner discount codes if they have been added. Learn more about partner discount codes.

If you need to create a link for your partner, click Create link.

Payouts

Click Payouts to see all payouts for a partner. Click any payout row to view its details.

About

Click About to see more details, like their country, bio, and connected websites or social accounts.

You'll also be able to view the partner's original application response when they first applied.

Comments

Click Comments to view and add comments for this partner, which only your workspace can view. You can also edit and delete your own comments in case a mistake was made.

Commissions

Click Commissions to open a page showing commissions filtered for this partner. Learn more about partner commissions here.

Manual commission

Occasionally, you might need to create a one-off or recurring commission to account for a missed commission or other reasons. On Dub, you can easily create those commissions via the dashboard, and they will be included in the next payout for that partner.

Click Create commission to get started. Learn more about manual commissions here.

Advanced settings

Use caution when changing any of the advanced partner settings.

To access your partner's advanced settings, from their profile page, click the dropdown and select Advanced settings.

Tenant ID

If you need to update the partner's tenant ID, changing the ID here will update the tenantId for all their links as well. This could potentially impact any custom integration you have set up, so only change if you’re certain the information is correct and necessary.

Customer data sharing

Enabling this setting allows this partner to see customer data on any leads or sales the partner has made.

Instead of the hidden email addresses, they will see the full customer address. They'll also be able to click through the customer to view the sales history.

Did this answer your question?

Still need help?

Can't find what you're looking for? Our support team is here to help you get back on track.