Creating an Affiliate

Step 1: Creating a new Affiliate in FareHarbor

1. Make sure you have the exact affiliate name.
2. Go to your admin page.
3. ‘+ New Company’.
4. Complete the required fields below:

• Affiliate Company Name

• Affiliate Shortname (If non-‘usd’ affiliate, add currency ‘code’ at the end of the shortname. Example: ‘-euro’ or ‘-gpb’)

• Time Zone (If you do not know where they are located, pick the time zone of the charter Dashboard)

• Processor Country

• Processor Currency (must match the Charter’s dashboard)

• UNCHECK Charter & CHECK Affiliate

• UNCHECK Demo Mode

• Click Create company!

Watch video here or reference below.

Step 2: Adding an affiliate to a Charter Dashboard

To add an affiliate to a charter’s Dashboard, follow the instructions here.

Step 3: Submitting the New Lead Form

Use the New Partner/Affiliate Lead form to add the new lead to Close for the Dashboard you just created. Fill in as much information as you have possible regarding the new affiliate. This helps FareHarbor in several ways:

• Maintain accurate and up-to-date partner/affiliate data in our CRM system – Close and Tableau reports.
• Helps the Strategic Partnerships team to keep up on those new leads and evaluate their potential for the FareHarbor Distribution Network (FHDN).
• When you create a new Partner/Affiliate lead – it will also create the organization in ZD which we use for reporting purposes to determine volume and hiring decisions.