Skip to main content
Partners are the outside businesses you trade leads with, like affiliates and vendors who send you leads through their sources, and buyers you sell to by ping/post. This guide walks through setting one up from scratch. For everything the partner record can do, see Partners.

​
Prerequisites

  • The Admin role. Other roles don’t see Partners in the sidebar.
  • For a supplier, at least one source to attach.
  • For a buyer, their ping and post specs (URLs, authentication, payload shape, and what their responses look like).
  • The email addresses of the partner’s people who’ll sign in.

​
1. Create the partner

Click Partners in the sidebar, then New partner.
New partner form with Basic Info, Duplicate checks, Lead Quotas, and Toggles sectionsNew partner form with Basic Info, Duplicate checks, Lead Quotas, and Toggles sections
  1. Enter the partner’s Name, as it should appear in your partner list and their portal.
  2. Leave Offer Penalty empty unless you want to nudge this partner down when they compete for a lead. It lowers their offer score by that percentage without changing what they’re charged.
  3. Under Duplicate checks, keep Use tenant default unless this partner needs different rules.
  4. Add Lead Quotas if your agreement limits how many leads, or how much revenue, you send them per day, week, or month. Leave the fields blank for no limit.
  5. Under Toggles, decide whether the partner can see returned statuses (Show Returned Status in Portal, on by default) and whether returned leads are left out of their payout total (Exclude Returned Leads from Payout, off by default). Match these to your contract.
  6. Click Create partner.
You land on the partner’s record, with tabs for Overview, Payouts, Lead Eligibility, Sources, and Users.

​
2. Assign their sources

If the partner sends you leads, attach the sources they post through so their portal shows those leads.
  1. Open the Sources tab and click Assign source.
  2. Pick a source. Only sources that aren’t assigned to another partner are listed; a source belongs to one partner at a time.
  3. Click Assign source. Repeat for each source.
Assignment is retroactive. If the source already has leads, Juiced warns you that the partner will see all of them, including leads created before you attached it. To keep history private, create a fresh source for the partner and assign that instead.
To move a source to a different partner, use Unassign on its row first.

​
3. Set lead eligibility (optional)

If you’ll sell leads to this partner, decide which ones they can receive. Open the Lead Eligibility tab, build condition groups from lead fields, and click Save conditions. With no conditions, the partner is eligible for every lead. Eligibility applies wherever the partner can compete, so use it for standing rules like “only auto insurance leads”. Routing order belongs in your distribution stages.

​
4. Connect their ping and post (buyers only)

For a partner who buys leads, stay on the Overview tab, open Ping/Post, and click Configure Ping and Configure Post. Map the payload, tell Juiced how to read the response, and run a test before going live. Setting up partner ping/post walks through it step by step.

​
5. Invite the partner’s team

  1. Open the Users tab and click Invite user.
  2. Enter their Email and send it.
The invitee gets an email to accept and create their account, and joins as a partner admin with full access to the partner account. Invites that haven’t been accepted yet show as Pending, with Resend invite (for when it landed in spam) and Revoke invite (the link stops working immediately). Once they accept, they appear in the same list. Remove takes their access away right away, and Reset 2FA and passkeys helps someone who’s lost their authenticator app or passkey.

​
6. Check the partner portal

Partner users sign in at /partners/login on your Juiced subdomain or custom domain. Their portal covers their dashboard, sources (with integration details for posting leads), pings, posts, leads, and logs, plus settings for their profile and password. If a partner can’t see leads they expect, check that their sources are assigned (Step 2).

​
7. Send them leads (optional)

To route leads to a buyer partner, turn on partners in a distribution stage. Switch on Enable Partners in the stage’s partner settings, then include all partners or just the ones you choose. Lead quotas, eligibility, and duplicate checks from the earlier steps all apply on top.
Looking for partners to buy or supply leads? The Hybrid Agency Mastermind includes a private buyer and seller network.

​
Later changes

  • Edit in the partner’s header changes the name, penalty, duplicate checks, quotas, and toggles.
  • The Payouts tab shows what you owe for a period, line by line, before you pay.
  • Archive removes the partner from lists and distribution while keeping its name on past leads. Archived partners can be restored or, if you’re sure, deleted permanently.