
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 set up a 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.