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Partners 101

How to White Label, Access, Navigate & Understand the Partner Program

Champ avatar
Written by Champ
Updated over a week ago

Earn Up to 50% Lifetime Recurring Revenue with OS

Refer users to OS and earn up to 50% of the monthly recurring revenue (MRR) for life. With the Average OS Subscription being $297/month, just 1 referral could earn you up to $148.50/month in commissions. Refer 3 friends, and that’s $445.50/month in recurring income. Ready to learn how top affiliates are maximizing their commissions? Check out the rest of Partners 101 for expert tips and strategies!

Welcome to the Partner Program! This guide will help you request your custom white label, access your portal, review your affiliates and sub-affiliates, manage your leads and customers, track commissions, and utilize available media resources.


Step 1: Request Your OS White Label

Customize your OS with your own white-label, you can seamlessly integrate your brand identity into the OS platform. This allows you to:

  1. Leverage the OS Infrastructure: Use OS’s powerful suite of tools, automation, and systems while presenting it as an extension of your brand.

  2. Align with Your Industry: Tailor the platform to match the specific needs and expectations of your niche, enhancing customer trust and satisfaction.

  3. Boost Brand Equity: By combining OS’s features with your branding, you position your business as a leader offering cutting-edge solutions in your market.

Complete the Form Here: Custom OS Brand

*Available to Partner and Platinum Accounts*


Step 2: Navigating Your OS Portal

Accessing the Partner Portal

  • Login to Your Account: Navigate to the 'Partner Portal' menu link.

  • Auto-Login: The system will auto-log you into the 'Partner Portal' (reach out through the support widget if you run into any issues logging in).

Navigate Your Portal

  • Dashboard: View your affiliate campaigns & grab your custom affiliate links.

  • Sub Affiliates: A Sub Affiliate is a customer you have signed up. Partner and Platinum Tiers earn commissions on their Sub Affiliate Sales. Customers are automatically added as a Sub Affiliate.

  • Leads/Customers: View Your Leads, Customers, Status' and Payments

  • Commissions: View Your Pending, Approved, Denied Commissions. Connect your PayPal Payout Method. View your Revenue Generated, Commissions Owed & Commissions Paid.

    • Pending: A payment has been made and the commission is waiting to be approved

    • Approved: A payment has been made, reviewed and approved for payout

    • Denied: A commission has been denied for one of the following reasons: the payment was refunded/disputed, the commission was assigned to the incorrect campaign or the customer payment amount is incorrect.

  • Media: Access the provided assets to help you resell.

Managing Referral Links

  • Sharing Links: Copy and share the link with potential users or clients, embed in funnels or websites to generate revenue.

  • Customize Link: Click "Customize Referral ID" to edit the ending of your links. Please note, the same ending currently cannot be used on multiple links, the ending must be unique to each link.

Reviewing Sub-Affiliates, Customers & Leads

  • Sub-Affiliates: New paying customers are added as sub-affiliates.

  • Leads and Customers:

    • Leads: Individuals on a free trial or those who have opted in through a form/survey.

    • Customers: Leads that convert to paying customers.

    • Churned: View customers who have canceled or not converted.

Commissions Tracking

  • Dashboard: Track earned commissions, purchase dates, and payout dates.

  • Earnings Criteria:

    • Commissions are earned 30 days post-sale, barring refunds or payment failures.

    • Payments are processed on the 29th of the following month.

  • Commission Status:

    • Pending: Payment received, awaiting approval.

    • Approved: Payment reviewed and approved for payout.

    • Denied: Commission denied due to refund, incorrect campaign assignment, or wrong payment amount.

Commission Structure

Pro Plan Payouts: $97/m

  • 1 Tier: 40%

Partner Plan Payouts: $297/m

  • Tier 1: 45%

  • Tier 2: 5%

Platinum Plan Payouts: $497/m

  • Tier 1: 50%

  • Tier 2: 30%

  • Tier 3: 10%

Each tier offers increased commission rates, rewarding your growth and commitment.

Setting Up Payout Method

  • PayPal: Currently, only PayPal is supported. Add your PayPal Account under the Commissions Tab.

Media Resources

  • Media Tab: Access folders with images, videos, and testimonials to assist in promoting the software.

Utilize the Partner Portal to grab and share links, manage affiliates, track earnings, and access media resources to maximize your recurring revenue.


Step 3: Set Up Your Website and Checkout Pages

  • Add Your Partner Links to the corresponding Custom Values in your account

  • Add your Custom OS Brand Logo to your website and SEO

  • Publish your website

  • Test Your Website Directs to your custom partner links


Step 4: Strive For the MRR Club

The MRR Club Affiliate Program rewards affiliates based on their recruitment success and performance. Affiliates can advance through tiers to unlock greater benefits and recognition. Below is a breakdown of the tier structure:

  • Bronze Tier - 3 Referrals

  • Silver Tier - 10 Referrals

  • Gold Tier - 25 Referrals

  • Diamond Tier - 50 Referrals

  • Double Diamond Tier - 75 Referrals

  • Triple Diamond Tier - 100 Referrals


Step 5: Affiliate Policy

  • Review our full Affiliate Policy Here: AFFILIATE POLICY

  • A Few Key Points:

    • Affiliate must be on an active paying subscription to earn and receive commissions

    • Affiliates cannot earn commissions on sales they make for their own accounts or related businesses.

    • Sales are credited to the affiliate whose ID is associated with the purchase. Once credited, affiliate assignment cannot be changed. Prospects who sign up without an affiliate link cannot retroactively assign an affiliate after 7 days.

    • Current customers will not be reassigned to different campaign tiers, regardless if you upgrade or use an incorrect affiliate link.


FAQs

Q: How much is the referral commission?

Pro Plan Payouts: $97/m

  • 1 Tier: 40%

Partner Plan Payouts: $297/m

  • Tier 1: 45%

  • Tier 2: 5%

Platinum Plan Payouts: $497/m

  • Tier 1: 50%

  • Tier 2: 30%

  • Tier 3: 10%

Each tier offers increased commission rates, rewarding your growth and commitment.

Q: When you refer someone, does the referral show up immediately?

A: Yes! The referral shows up instantly as soon as the customer you referred to starts their free trial. It will say a LEAD for you in your OS Portal, until the first payment is made. Active referrals appear as "CUSTOMER" when a payment has been made.

Q: What's the tracking logic for the affiliate link?

A: We use a 60-day last-touch attribution method. If somebody clicks your referral link, we’ll place a cookie in their browser, so if they sign up any time in the next 60 days, they will be attributed to you.

Q: What are Owed funds?

A: When you earn a commission, we’ll hold the payment as pending for 30 days to make sure the customer is aware their payment went through and doesn’t refund. Owed funds are the sum of these payments.

Q: How and when do payouts occur?

A: Provided that the Sold Account remains in good status for thirty (30) days from the Sale, Your commission is considered earned. Once you have available earned funds, you are paid the 29th of each month through the PayPal account added to your account.

Q: Can we self-refer?

A: No! Self-referrals will not work since they are prohibited. Additionally, affiliates cannot earn commissions from businesses in which they hold any ownership interest or are otherwise affiliated. Establishing a commission-sharing structure with any sub-affiliates is expressly forbidden.

Q: What if the referral isn't attributed to me?

A: Once a user has signed up, the affiliate partner credited with the sale will not be changed or reassigned, regardless of any subsequent cookies acquired. This policy applies even if the user believes the most recent cookie incorrectly attributed the sale to an affiliate. Once an affiliate partner is credited, the decision is final, and no changes will be made. Additionally, if a Prospect user has been signed up for more than seven (7) days without any affiliate association, they cannot choose to become affiliated thereafter.

Q: I upgraded my account plan, do my active commissions increase?

A: No, existing commissions will continue to follow the payout structure under which they were referred. The upgraded commission structure will apply only to future referrals.

Q: Can I deduct my subscriptions from my monthly subscription payment?

A: Affiliates are responsible for paying their monthly subscription fees in full, regardless of any commissions earned through the Affiliate Program. Commissions earned by affiliates will not be applied as discounts or deductions towards their OS subscription fees.

Q: How do I join the MRR Club?

A: The MRR Club Affiliate Program rewards affiliates based on their recruitment success and performance. Affiliates can advance through tiers to unlock greater benefits and recognition. Below is a breakdown of the tier structure:

Bronze Tier - 3 Referrals

Silver Tier - 10 Referrals

Gold Tier - 25 Referrals

Diamond Tier - 50 Referrals

Double Diamond Tier - 75 Referrals

Triple Diamond Tier - 100 Referrals

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