Adding a Marketing Partner (MP) in Pingtree (PT)
Under the Marketing Partners (MP) tab, campaign owners can invite new marketing partners to join Pingtree (PT) and collaborate on lead generation campaigns.
How It Works
- Navigate to the Marketing Partners tab.
- Click on the Add Marketing Partner button.
- A popup will appear asking for the email address of the Marketing Partner.
- Enter the email address and click Next.
- Now, if you want to you can setup global, daily, or monthly cap on click, form and call. Once done, click Submit.

- Pingtree will automatically send a registration invitation email to the provided address.
- The Marketing Partner must follow the link in the email to register and create their account in PT.
- Once registered, the Marketing Partner will be able to log in and access the assigned campaigns.
Important Notes
- Marketing Partners cannot access the platform until they complete the registration process.
- After registration, they can view leads, reports, and other campaign-specific data based on their access permissions.
Tip:
Always verify the email address before submitting to avoid sending invitations to the wrong person.