The Swaarm platform provides you with the possibility to create your own personalized sign up form for your Partner UI. With this you can collect your partners' applications and funnel them into the Swaarm platform later on as approved partners.
Sections
Creating a partner signup form
Checking a partner signup form on your partner UI
Editing a partner signup form: add, delete and move fields
Reviewing applications of partners and approving them for the Swaarm platform
Creating a Partner Signup Form
To begin creating a partner signup form follow the steps below:
1. Go to the Organization menu and click on Settings
2. Select Partner Signup to begin using the feature
3. On the left hand side is the Form Builder area, which will allow you to add, update, and delete fields. (see image below)
4. On the right hand side is the Preview section, where you will find a quick preview of how your form will look for the Partners once you save it. (see image below)
5. We recommend the following fields to start with:
Name
Address
Country
Phone
6. You may already link a field of the signup form with your partner once you decide to approve it. The fields that the partner signup constructor suggests are already linked to the partners fields as they are selected. (see image below)
7. You may add more fields.
8. Once you save the form, you can checkout the signup form using the signup link available at the top of the page (as shown below in the screenshot)
Editing a Partner Signup Form
Once the form is save, you can still edit the form. You can add more fields, delete existing ones, and decide whether you attach them to a partner or not. Let's take a look at that:
Adding more fields to the partner signup form
Scroll down the bottom part of the partner signup form builder
Click on the button Add Field to add another field to the form
3. After clicking on Add Field, a new block will appear where you can insert the following fields:
Name
Type
Required: If this field is required on the pub signup form
Default Value: If the field has a default value
Partner field: If the field should be linked to any partner field
Deleting fields on the partner signup form
On every field you will find a trash icon
2. Clicking on the trash will delete the field from the constructor as well as from the preview area
3. Once you completed the set up, click on Save to apply the changes on your partner signup form in the partner UI
Moving fields on the partner signup form
Once you successfully created your partner signup form, you have the option to move fields. For example, you may want to set up the email address of the contact to appear after the name. In order to move fields, follow the steps below:
Click on the arrows displayed in the image below to move this fields up or down
Once you have completed this change in the constructor area, it will also be reflected on the preview area
Click on Save to apply the changes to your partner signup form
Reviewing applications of partners and approving them for the Swaarm platform
In order to check the applications of partner that have filled in your sign up form, follow the steps below:
Go to Partner > Click on Partner Applications
You will see all the applications listed
Click on the icon + to Create the Partner
This will redirect you to the create partner form with the pre filled in details
Personal Referral Link
You can give out a Personal Referral Link to your Partner Signup Form that will automatically assign any new sign ups under the respective Account Manager after approving the application. You will find the Personal Referral Link under Partner Overview>Partner Applications tab at the top. This link has your account manager ID inserted at the end. Once the new partner signs up using this link, and you accept them, they will be set to under your Account Management.