Collaborate Faster with Partner Invitations

Partner Invitations make it faster and easier for agencies and partners to start working with new customers on Campaign Builder.

With a Partner Invitation, you can generate a unique signup link and share it with a prospect or customer. When they create their account using this link, the setup is already tailored for collaboration.

How it works

• Create a partner invitation link
  Generate a unique link directly from your partner account.

• Preselect required integrations
  Choose which integrations the customer should be prompted to set up during account creation. This ensures everything needed is ready from day one.

• Automatic partner connection
  The customer account is automatically linked to your partner account, removing the need for manual invites and permissions.

Why it matters

Partner Invitations remove common friction points agencies face when onboarding clients:

• No back-and-forth to get access to the customer workspace

• No confusion about which integrations to set up

• Faster time from signup to first campaign

Seamless workspace switching

Once connected, your agency is invited to the customer’s workspace. You can easily switch between your own workspace and client workspaces from the same account- no extra logins required.

This means less setup, fewer emails, and faster collaboration - so you can focus on building and launching campaigns instead of managing access.

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