Pipefy Affiliate Program
Pipefy Affiliate Program ONBOARDING GUIDE
Welcome! Welcome to Pipefy's Affiliate Program Guide! First of all, we'd like to thank you for being a part of the team! This guide was specially developed to present all main information about lead registration, deal closing best practices, lead generation and commission payment with the goal of helping all Pipefy affiliates through the beginning of their journey.
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Affiliate Tracking URLs As soon as you become a Pipefy Affiliate our Partners Team will create your very own customized URL. That URL takes customers directly to Pipefy's page and, each purchased we track back to your URL will generate 10% commission over the purchase amount.
Affiliate Pipe If the affiliate wishes to indicate a company for Pipefy to reach out to all he/she has to do is register the affiliate on his/her Pipe. It's important to note that: -
-
The lead must confirm having talked to the affiliate as soon as Pipefy gets in touch. Therefore, it's essential that the affiliate actually talked to the lead and mentioned Pipefy, giving him/her a brief explanation about the tool; If the lead is already a paying customer on Pipefy, he/she won't be accepted as a lead suggestion. Only unregistered leads or leads with free accounts will be considered for the affiliate's 10% commission over deals.
As soon as a new affiliate joins the program, our partners team will create an exclusive Pipe for him/her to include lead suggestions.
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The first step for adding a new lead to your exclusive affiliate Pipe is providing the following information: -
Company Name; Name of the contact at the company; Address (street, number, etc.); City; State; Country; Zip code; Preferential phone number; Alternative phone number; Contact email; Company website; Industry; Number of employees; Estimated annual revenue in dollars;
After the affiliate fills in that information, the partner's team will recognize the lead as generated by an affiliate, specify the size of the opportunity and determine the probability of closing the deal. Right after the new card is created it'll be automatically assigned to one of the members of Pipefy's partners team, responsible for approving the lead. The reason why we ask for lead approval is to avoid registering duplicate leads and to make sure the suggested lead isn't already a paying customer on Pipefy.
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If, for any reason, the lead is rejected, it'll be moved to the 'Rejected Leads' phase where the responsible partner will present the reason for rejecting it. A member of the partners team will also get in touch with the affiliate to explain why the lead was rejected. If the lead is approved, the responsible for it will move it to the "Approved" phase to send its information over to Pipefy's Sales Team. If the deal is sealed, the affiliate will receive 10% commision over the value of the deal.
Commission Payment dates 4
Every commission payment will be done by Pipefy on specific, pre-defined dates every three months. The deals closed in January, February and March will be listed and forwarded to the affiliate before April 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before April 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on April 30th. If Pipefy doesn't receive the invoice within the established standards before April 25th the commission will be accumulated to be paid at the next payment date. The deals closed in April, May and June will be listed and forwarded to the affiliate before July 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before July 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on July 31st. If Pipefy doesn't receive the invoice within the established standards before July 25th the commission will be accumulated to be paid at the next payment date. The deals closed in July, August and September will be listed and forwarded to the affiliate before October 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before October 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on October 31st. If Pipefy doesn't receive the invoice within the established standards before October 25th the commission will be accumulated to be paid at the next payment date. The deals closed in October, November and December will be listed and forwarded to the affiliate before January 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before January 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on January 31st. If Pipefy doesn't receive the invoice within the established standards before January 25th the commission will be accumulated to be paid at the next payment date.
REFERENCE MONTHS
NOTICE DATE
INVOICE SUBMISSION DEADLINE
PAYMENT DATE
JAN / FEB / MAR
APRIL 10TH
APRIL 25TH
APRIL 30TH
APR / MAY / JUN
JULY 10TH
JULY 25TH
JULY 31ST
JUL / AUG / SEP
OCTOBER 10TH
OCTOBER 25TH
OCTOBER 31ST
OCT / NOV / DEC
JANUARY 10TH
JANUARY 25TH
JANUARY 31ST
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Commissioning Process Between the 1st and 10th of April, July, October and January, Pipefy will send emails to the affiliates containing the following information -
Deal ID; Commission amount to be received for that deal; Deadline for submitting the invoice; Payment date;
With these information the partner will be able to create the quarterly commision invoice and send it back to Pipefy so he/she can receive the payment.
The commission invoices must be sent to [email protected] before the 25th of April, July, October and January.
Invoice Template 6
Pipefy offers an invoice template that the affiliates must fill in with their information and sent to [email protected] every time they request their commission fees. You can download the Invoice Template here.
Help Every time the affiliate has any type of question, suggestion or complaint, he/she must fill in the Affiliate contact form on Partners Help.
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Welcome! Welcome to Pipefy's Affiliate Program Guide! First of all, we'd like to thank you for being a part of the team! This guide was specially developed to present all main information about lead registration, deal closing best practices, lead generation and commission payment with the goal of helping all Pipefy affiliates through the beginning of their journey.
1
Affiliate Tracking URLs As soon as you become a Pipefy Affiliate our Partners Team will create your very own customized URL. That URL takes customers directly to Pipefy's page and, each purchased we track back to your URL will generate 10% commission over the purchase amount.
Affiliate Pipe If the affiliate wishes to indicate a company for Pipefy to reach out to all he/she has to do is register the affiliate on his/her Pipe. It's important to note that: -
-
The lead must confirm having talked to the affiliate as soon as Pipefy gets in touch. Therefore, it's essential that the affiliate actually talked to the lead and mentioned Pipefy, giving him/her a brief explanation about the tool; If the lead is already a paying customer on Pipefy, he/she won't be accepted as a lead suggestion. Only unregistered leads or leads with free accounts will be considered for the affiliate's 10% commission over deals.
As soon as a new affiliate joins the program, our partners team will create an exclusive Pipe for him/her to include lead suggestions.
2
The first step for adding a new lead to your exclusive affiliate Pipe is providing the following information: -
Company Name; Name of the contact at the company; Address (street, number, etc.); City; State; Country; Zip code; Preferential phone number; Alternative phone number; Contact email; Company website; Industry; Number of employees; Estimated annual revenue in dollars;
After the affiliate fills in that information, the partner's team will recognize the lead as generated by an affiliate, specify the size of the opportunity and determine the probability of closing the deal. Right after the new card is created it'll be automatically assigned to one of the members of Pipefy's partners team, responsible for approving the lead. The reason why we ask for lead approval is to avoid registering duplicate leads and to make sure the suggested lead isn't already a paying customer on Pipefy.
3
If, for any reason, the lead is rejected, it'll be moved to the 'Rejected Leads' phase where the responsible partner will present the reason for rejecting it. A member of the partners team will also get in touch with the affiliate to explain why the lead was rejected. If the lead is approved, the responsible for it will move it to the "Approved" phase to send its information over to Pipefy's Sales Team. If the deal is sealed, the affiliate will receive 10% commision over the value of the deal.
Commission Payment dates 4
Every commission payment will be done by Pipefy on specific, pre-defined dates every three months. The deals closed in January, February and March will be listed and forwarded to the affiliate before April 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before April 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on April 30th. If Pipefy doesn't receive the invoice within the established standards before April 25th the commission will be accumulated to be paid at the next payment date. The deals closed in April, May and June will be listed and forwarded to the affiliate before July 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before July 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on July 31st. If Pipefy doesn't receive the invoice within the established standards before July 25th the commission will be accumulated to be paid at the next payment date. The deals closed in July, August and September will be listed and forwarded to the affiliate before October 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before October 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on October 31st. If Pipefy doesn't receive the invoice within the established standards before October 25th the commission will be accumulated to be paid at the next payment date. The deals closed in October, November and December will be listed and forwarded to the affiliate before January 10th, with an invoice request for the payment of the total value of the commissions. The affiliate must send the invoice including the total commision amount before January 25th. It's important to note that the affiliate must send a single invoice with the sum of all deals commissions for this quarter. The commission payment will be finalized on January 31st. If Pipefy doesn't receive the invoice within the established standards before January 25th the commission will be accumulated to be paid at the next payment date.
REFERENCE MONTHS
NOTICE DATE
INVOICE SUBMISSION DEADLINE
PAYMENT DATE
JAN / FEB / MAR
APRIL 10TH
APRIL 25TH
APRIL 30TH
APR / MAY / JUN
JULY 10TH
JULY 25TH
JULY 31ST
JUL / AUG / SEP
OCTOBER 10TH
OCTOBER 25TH
OCTOBER 31ST
OCT / NOV / DEC
JANUARY 10TH
JANUARY 25TH
JANUARY 31ST
5
Commissioning Process Between the 1st and 10th of April, July, October and January, Pipefy will send emails to the affiliates containing the following information -
Deal ID; Commission amount to be received for that deal; Deadline for submitting the invoice; Payment date;
With these information the partner will be able to create the quarterly commision invoice and send it back to Pipefy so he/she can receive the payment.
The commission invoices must be sent to [email protected] before the 25th of April, July, October and January.
Invoice Template 6
Pipefy offers an invoice template that the affiliates must fill in with their information and sent to [email protected] every time they request their commission fees. You can download the Invoice Template here.
Help Every time the affiliate has any type of question, suggestion or complaint, he/she must fill in the Affiliate contact form on Partners Help.
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