Partners: How to set up client accounts: Partner managed vs. Partner referred

There are two ways for Partners to set up and get paid for new client accounts—the financial rewards are the same

In need of multiple accounts? Our multi-account solution is designed for organizations seeking unique accounts for their various locations, departments, or users. Take advantage of bulk pricing, product features for brand control, customized onboarding, and more!

You can refer business to Constant Contact and have Constant Contact’s coaches close the sale and retain the customer (partner referred), or you can fully own the client relationship (partner managed).

• Partner referred
• Partner managed

Partner referred

Referring business is an easy way for you to generate a passive income from Constant Contact. Just refer clients with your provided invite link, and we’ll close the sale and/or help them get started. All accounts opened by prospects after visiting your invite link will be credited to your partnership. Your invite link can be found by logging in to your Constant Contact account:

1. In the MY ORGANIZATION section in the left-hand menu, click Dashboard.
2. Click the My invite link button.
   
   
   
   
3. From the My invite link tab, click the Copy button next to your custom invite link.
   
   
   
   

Pro tip: Customize your invite link to choose which plans you want to highlight and if you want a “trial” and/or “buy now” experience. You can also add ?pn=yourpartnername to the end of any Constant Contact URL so all accounts opened up after visiting the URL will be credited to your partnership. Your partner name is after pn= in your invite link. Here are some example links that you can co-brand: Constant Contact Blog Article: https://blog.constantcontact.com?pn=yourpartnername Constant Contact Knowledge Base: https://knowledgebase.constantcontact.com?pn=yourpartnername

Promote your partner invite link or co-branded URLs on your website, social media accounts, email signature, printed marketing materials, and in any presentation decks if conducting training seminars.

Partner managed

Planning to handle all Constant Contact-related work or conducting all marketing activities for your client? Set up your client as “Managed” by clicking the “Create An Account” button inside the Accounts tab. We’ll assume you own the client relationship—and won’t contact these account holders unless legally obligated to do so.

By categorizing an account as managed, you assume full ownership of the relationship. It is expected that you will:

• Help the customer leverage the Constant Contact tools to meet their marketing goals, and provide ongoing 1:1 support and coaching.
• Inform the customer of any changes to product features and other relevant updates.
• Keep the customer an active, successful user.

Our Single Bill option allows you to pay for multiple managed client accounts with one payment each month. Pay for your clients’ accounts and then bill them separately for the cost, plus the services you provide. You have the flexibility to determine which accounts you want to have on Single Bill. You'll receive an upfront discount on accounts, in place of the normal revenue share percentage.

Important: If you are using Single Bill, accounts must be managed to be added to your Single Bill.

Remember this about managed and referred client types:

• Financial rewards for managed and referred accounts are the same.
• Strictly referring accounts is an excellent way to generate passive income.
• You can set clients up as a mix of managed and referred—whatever works best for you!

Questions?