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Partner Onboarding Checklist

Checklist for Swaarm MMP clients to onboard publishers.

Updated today

Here’s a step-by-step checklist to onboard partners onto the Swaarm MMP (Mobile Measurement Platform). This process ensures proper tracking setup, transparency, and smooth collaboration between you and your partners.

✅ 1. Create a Partner Account in Swaarm

You can create a partner account in one of the following ways:

  • Option 1: Approve a Partner Application

If the partner signed up using the Swaarm signup form, you can review and approve their application in Partners -> Applications:


Please, note that the signup form is not created by default, you'll need to configure it manually in the Organization -> Settings -> Partner Platform -> Partner Signup Form. For step-by-step instructions on how to configure the partner signup form, refer to this article: 👉 Creating a Partner Signup Form

  • Option 2: Create a Partner Account Manually

You can also create a partner account directly from your Swaarm admin panel by adding the partner manually.

For detailed instructions, refer to this article: 👉 Creating a Partner Account


✅ 2. Define Commercial Terms

Before launching traffic, make sure the commercial terms are clearly defined and agreed upon. Confirm the following with your partner:

  • Payout model (CPA, CPI, CPM, etc.)

  • Allowed traffic sources

  • Target countries, platforms, and other targeting rules

  • KPIs, which must be followed

Once agreed, confirm the terms via email or an IO (Insertion Order).


✅ 3. Grant Partner Platform Access

Ensure the partner has access to the Partner Platform by:

  • Adding their email address to the partner account in Contacts. More about the process here 👉 Give Publisher Access to Partner Platform

  • Confirming that login details have been successfully delivered. You may check all sent emails in Notifications -> Emails

The partner will use this access to configure their postbacks, retrieve tracking links, offer details, and review reports.


✅ 4. Share the Partner Setup Guide

Provide the partner with the 👉 MMP Partner Setup Guide, which explains:

  • How to log in and restore a password

  • Where and how to set up postbacks

  • How to find offers and tracking links

  • How to check reports

This helps partners complete their setup independently and reduces back-and-forth.


✅ 5. Postback Configuration

If the Partner has set their postbacks on Partner dashboard, confirm that:

  • They used the correct macros

  • Enabled payout-based filtering, if required

Or set their postback(s) by yourself in Partners -> Partner page -> Postback Links. More information about the Postback setting here 👉 Publisher Postback Setup


✅ 6. Run a Postback Test

Before going live, run a test conversion together with the Partner:

  • Select an offer suitable for testing

  • Ask the partner to share the test tracking link

  • Trigger a test conversion and confirm the postback is received correctly

More about the testing process here 👉 Test Publisher Integration


✅ 7. Go Live and Monitor Performance

Once testing is successful:

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