Pivotra AI · Partner guide
Pivotra Partner Programme · Partner guide

How a partner goes from invitation to customers

Everything a Pivotra partner needs: the first sign-in, running the campaign in the partner space, and what your customers see. Each part has a short video recorded on the real product with a demo partner, Northwind Business Club.

B · Partner

Runs the campaign

Secures its account, then creates links, QR codes and customer codes, brands the offer page, invites its team and follows the results.

/partner
C · Customer

Gets protected

Opens the partner link, sees the partner offer, signs up with a customer code and gets the discount and the free devices.

/p/<partner>

The videos

Part 2 title card
2 · Partner onboarding1 min 15 s
 Part 3 title card
3 · Running the campaign1 min 55 s
 Part 4 title card
4 · Customer journey1 min 56 s
Part B · Partner

From the invitation to a running campaign

The partner works only in its own space, the partner portal. It never sees the Pivotra console and cannot see other partners. Everything is available in English and French.

The partner needs the invitation e-mail and a phone with an authenticator app (Google Authenticator, Microsoft Authenticator, 1Password, Authy…).
Video 2 · Invitation e-mail, password, two-step verification, recovery codes, next sign-in.

  1. Open the invitation e-mail

    Subject: "Your <partner> access to the Pivotra partner portal". The button Set up my access opens /partner/accept. The link works once and expires after 7 days; after that, ask Pivotra to resend it.

  2. Choose a password

    /partner/accept

    Check the name, then type the password twice. Rule: at least 12 characters, mixing three of lower case, upper case, digits and symbols. A meter shows the strength. Press Continue.

  3. Turn on two-step verification

    /partner/enroll

    It is mandatory for every partner user. Scan the QR code with the authenticator app, or type the manual key shown under it. Enter the 6-digit code from the app and press Enable 2FA.

  4. Keep the recovery codes

    Eight one-time codes are shown once. Each can replace the app code a single time if the phone is lost. Press Copy all codes, store them in a password manager, then Open my partner space.

    ImportantWithout the phone and without these codes, only Pivotra can reset two-step verification.

  5. Sign in next time

    /partner/login

    Work e-mail and password, then the 6-digit code. Use a recovery code instead is under the code field. Forgot your password? sends a reset link by e-mail.

Run the campaign

The left menu of the partner space. What each person sees depends on their role (see Roles).

Video 3 · Dashboard, links and QR codes, customer codes, brand, team, journal, integration.

  1. Dashboard

    Link visitors, sign-ups, free devices unlocked and first devices online, over 30 or 90 days, with the daily activity chart and the offers Pivotra runs for the partner (status, discount, free tiers granted against the cap).

  2. Links and QR codes

    LinksCreate the link

    One link per channel (newsletter, event, website…) so the partner sees which channel brings customers. Each link has Copy the link and Show the QR code, with a PNG download for flyers and stands. Old links can be archived.

  3. Customer codes

    Customer codesCreate codes

    Pick the offer, how many codes (up to 500 at a time, within the quota left on the campaign cap) and a note to remember the batch, e.g. "Members evening, 14 October". The codes look like NORTHWIN-XXXX-XXXX-XXXX.

    Shown onceCopy or download the CSV straight away. Pivotra keeps only a fingerprint of each code. The list below tracks each code as unused, used or revoked.

  4. Brand

    BrandSave draftSubmit for review

    Logos for dark and light backgrounds (PNG, JPEG or WebP, up to 500 KB), an accent colour (it must stay readable, the page checks the contrast) and the texts in English and French. The live preview shows the offer page as customers will see it. Nothing changes publicly until Pivotra approves; a rejection comes back with a comment.

  5. Team

    TeamSend invitation

    The partner admin invites colleagues with a role. Each new person goes through the same set-up: e-mail, password, two-step verification. From the list the admin can change a role, resend an invitation, send a password reset link, reset two-step verification or suspend someone.

  6. Journal

    Every sign-in, code batch, link, brand change and invitation, with who did it and when.

  7. Integration

    Webhooks send a signed HTTPS call when a customer signs up, unlocks the free devices or brings the first device online. API keys give read-only access to the partner's figures and customer list for its CRM, limited to 60 requests per minute. Secrets are shown once.

  8. My account

    Profile photo, password change (asks for the current 6-digit code), new recovery codes, move two-step verification to a new phone, and sign out on every device.

Part C · Customer

What the customer sees

The customer never deals with Pivotra's partner tools. They follow a link, read the partner's offer and sign up. The offer stays attached to them for 7 days on that browser, even if they leave and come back.

Video 4 · Brand approved, offer page, plan, details, customer code, request received.

  1. Open the partner link

    /p/northwind

    From a newsletter, a QR code or the partner website. The page shows the partner brand, the discount and the free devices, and how to claim them. I already have a Pivotra account lets an existing customer link the offer to their organisation.

  2. Sign up

    Get started/start

    Account type, plan, number of devices, then company details. The partner discount is already in the price on every step.

  3. Enter the customer code

    On the last step the field "<partner> customer code" appears when the free devices need a code. Accept the terms and press Start free trial (30 days, no card) or Continue to secure payment.

  4. Activation

    The customer sees Request received. Once Pivotra approves the sign-up, they receive the activation e-mail. At the first sign-in the code is redeemed automatically and the free devices are unlocked. The partner sees the sign-up on its dashboard.

    Later onThe customer finds the offer in Organisation › Billing › Partner offer. A code can also be entered there, or the membership confirmed with the partner when the campaign uses the partner API check.

Partner roles

Pivotra sets the first administrator; the administrator then invites the team. Two-step verification is mandatory for all of them.

PageAdministratorManagerViewer
Dashboard, CustomersYesYesYes
Customer codes, LinksYesYesNo
Brand, Team, Journal, IntegrationYesNoNo

Common questions

Do I need access to the Pivotra console?

No. Partners only use their own partner space. Pivotra sets up your partner account and offer; everything else you do yourself.

Who creates the customer's organisation?

The customer, by signing up through the partner link. Pivotra approves the sign-up. No manual tenant creation is needed for partner customers.

The invitation expired or never arrived

Ask your Pivotra contact (or your partner admin, for a colleague) to resend it. Check the spam folder first. The console says whether the e-mail was sent.

A partner lost its phone

Sign in with a recovery code, then move two-step verification to the new phone in My account. With no codes left, your partner admin or your Pivotra contact resets two-step verification.

"Create codes" is greyed out

No quota is left: the codes already created have used up the campaign cap. Ask your Pivotra contact to raise it.

The partner's brand does not show on the offer page

It is still waiting for review, or it was rejected. The Brand page shows the status and Pivotra's comment.

How does a partner connect its CRM?

Integration › Webhooks for real-time events and API keys for read-only figures. Both are self-service in the partner space.