This article contains info for existing Method Partners!
This article will review the various areas within the Method Partner portal. When logged into the Partner portal you will see the following view and navigation options.
Clicking this will direct you back to your profile details and provides a new navigation.
From there, you will be able to:
The dashboard provides a visual display of data for the number of Method accounts you have referred as a Partner within the specified date-range.
When a client successfully uses your referral link to sign up for a trial with Method, they'll appear in this list. Clicking a particular row will display the invoice history for that account (up to 2 years in the past).
Your Referral Link is used by your clients to sign up for a free 30-day trial of Method:CRM. If the customer converts their trial to a paid subscription, it will count towards your commissions.
It is important to protect your efforts by registering your prospects and potential Method referrals.
It may be likely that a potential referral may sign up for Method from another source such as our direct sales site. For this reason, it is highly recommended you submit your prospect referrals from within your Partner portal as soon as possible.
To submit a new lead:
In the event your referral did not use your Referral Link when subscribing to Method, you may request a review to have us manually associate the referral with your Partner account.
Reviews will only be accepted:
This area of the portal provides resources to help our Method Partners learn more about Method and refer more of it to prospects and clients.
Resources are provided for the following categories:
This section of the Partner portal provides Partners with information on the Method certification test. The test will contain questions on the following subject areas for Method.
Further details can be found by logging into the Partner Portal and navigating to the Certification tab.
Follow the steps below to submit/modify a description of services for website listing:
Once your profile has is approved and listed a new message will appear on the Certification screen.
This section of the portal provides active Partners with a view of their past and current commission details. Further info can be found by logging into the Partner Portal and navigating to this area.
Commissions are paid by electronic banks transfer and thus we require bank details for direct deposit. Each Partner is responsible for providing and updating these bank details.
Follow the steps below to update your direct deposit details:
Once updated, a new message will appear on the Commissions screen.
Commission payments are paid monthly for the prior calendar month. For example, January’s earned commission will be paid by end of February (or sooner). This delay is to ensure commissions are properly calculated and for any necessary manual adjustments.
This section provides an exclusive beta program for our Method Partners available within the Partner portal that will enable our community to get involved and help shape the future of Method. Various product beta programs will be available at various times of the year.
Partners can expect the vast majority of our beta programs to include: