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All about Partner account

Ivanna
Ivanna
  • Updated

According to our Partner program rules, the first level of the Partner program is for Agency accounts with more than 5 paid containers or $50 in monthly referral value.


Please find the information about the commission and how to become a Partner here: https://stape.io/blog/would-you-like-to-become-a-stape-partner

 

 

Partner account interface looks like this:

 

partner dashboard.png

 

Dashboard

Here you can see all of the information about your Partner account summed up:

- how much you earn;
- your unique referral link;
- recent users;
- recent payouts, etc.

 

You can add a client to your dashboard by clicking:
- "Create sub account" (you will write client's email + create account on Stape for them)
- "Add user" (to add the existing user on Stape to your dashboard)

 

Here's a detailed article on how to add clients to your account: https://help.stape.io/hc/en-us/articles/15263287799197-How-to-add-a-client-to-your-Partner-account

 

Section "Users"

section user.png

 

The client will appear in your dashboard with all of the available information about his container. 
The client is responsible for the billing of the container. 
You can access the client's container by clicking: "Request access" or "Login as user".

You can filter the users by clicking: "With exceeded limit" or "With error containers".

 

Section "Invoices"

 

section invoices.png

 

Here you can see the invoice history of the users. You can take a look at the receipt and invoice. 

 

Section "Commissions"

In the Commissions you may see all of the information available about your income.

 

 

Monthly value - how much commission you usually receive during a month.
In review - the payment (from user's container) is processing. Every time the user renews the subscription you'll receive a payout.
Ready to payout - the most important section: when you see the amount more than 100$ you can click "Request a payout" (in the Payouts section). 

 

You can also see the details on each plan if you click on the "Show plans".

sGTM containers, Signals Gateways, Meta CAPI Gateways, Google Tag Gateways, TikTok Gateways, Snapchat Gateways - the amount of containers and gateways with their subscription plans.

 

 

Monthly value - how much commission you usually receive during a month.
In review - the payment (from user's container) is processing. Every time the user renews the subscription you'll receive a payout.
Ready to payout - the most important section: when you see the amount more than 100$ you can click "Request a payout" (in the Payouts section). 

 

In the dashboard you can see the users + their plan and how much you'll receive per each container.

 

Section "Payouts"

Here you may see the history of all the payouts. You can click the button Request a payout on the left.

You can set automatic payouts, by clicking the green button on the left. 

payouts section.png

 

Section "Partner Info"

Here you can see general info about your Partner account, the referral link, the Partner badge and Presentations.

You can add the badge to your website. Let everyone see that we partnered up! 

partner info section.png

 

Section "Partner settings"

The section has three features: "Company info", "Payouts info," and "Team & access"

partener settings.png

 

Company info

Company info is created to help you keep your billing data in one place.

company info.png

 

Payouts info

You can see the information your provided for the Partner payouts.

payouts info.png

 

Team & Access

The Team & Access section is designed to share account access for your employees/team members. Now, as an account owner, you can add users with rights to the entire domain within your (one) account.

team and access.png

 

To add a new member, add the email in the “Team member email” field and click “Add team member”.

 

Note: Use emails not yet registered on Stape or accounts that don’t have containers or CAPIGs to grant access to. Otherwise, the email you share access with could lose access to GTM containers and/or CAPIGs.

 

Once you’ve granted access, the team member will receive an invitation in the email.

 

Notifications for sGTM containers

 

You can set up notifications about the container (e.g., receive a notification when the number of requests is about to end) in the “Account settings” section. Then click “Shared access”.

 

account settings.png

 

Next to the relevant user, click “Update settings.” On the following page, select the checkboxes beside the containers from which you want the user to receive notifications. Click “Save changes”.

 

Screenshot 2024-08-22 at 16.39.23.png

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