merchant
Merchant guide
Run the partner program from the merchant dashboard, from recruiting partners to managing payouts and campaigns.
Summary
Run the partner program from the merchant dashboard, from recruiting partners to managing payouts and campaigns.
Where to find it
Merchant app sidebar
Before you start
- Finish the first-time merchant setup.
Steps
ScreenshotSteps 1-5
PlaceholderMerchant dashboard navigation
Merchant dashboard sidebar with main program sections highlighted.
- Use Dashboard for a quick health check.
- Use Partners to manage the people already in your program.
- Use Pending Requests to review new applications.
- Use Storefronts, Analytics, and Email Campaigns to improve performance.
- Use Payouts, Merchant Alerts, and Fraud Alerts to protect operations.
- Use the detailed Settings pages to adjust long-term program rules.
Settings explained
- Merchant pages focus on the whole program, not one partner at a time.
- Most merchant workflows combine operations and configuration. For example, payouts depend on both queue review and payout settings readiness.
Example
A merchant can review pending applications in the morning, update tier rules in the afternoon, then schedule an email campaign for approved partners before the end of the day.
Tips and limits
- The dashboard is useful for overview, but most actions happen in the dedicated pages.
- Keep settings, payouts, and alerts in sync so operational problems surface early.