Partners of envisage have several benefits:
- Branded signup page with your own logo that automatically tracks your referrals (shown below).
- Ability to automatically add a predetermined series of graphs for your referrals.
- Access to your referral's statistics (decided by referral during sign up).
Branded Signup Page
NOTE: Make sure you have activated your Unique Referral Link. See this article.
- Go to Settings via the Gear Icon
- Choose Partner Setup
- Edit Subtitle text
- Choose Logo for the Signup Page
- Edit Sign Up page Text
- Choose second image to appear after the text
- Choose if you want consultant access
- Choose who in your team will have access to your Referred Client
- Use this feature to automatically create a default set of stats when your Referred Client opens their new account. To learn more, follow Method 2 - Import Multiple Graphs in the article Getting Started - Step 2 - Create Your Graphs
- Click Save
Your Unique Referral Link will now take visitors to your branded signup page.