# Partner Guide - Ordio Loop

**Last Updated:** 2026-02-12

Complete guide for affiliate partners on how to use the Ordio Loop partner program.

## Overview

Ordio Loop is Ordio's affiliate partner program that allows you to earn monthly recurring revenue (MRR) by referring customers to Ordio. This guide covers everything you need to know to get started and maximize your earnings.

## Getting Started

### Registration

1. **Visit the Partner Program Page**

   - Go to `ordio.com/partner`
   - Click "Jetzt Partner werden" (Become a Partner)

2. **Create Your Account**

   - Enter your name
   - Provide your email address
   - Choose a secure password (minimum 8 characters)
   - Submit the registration form

3. **Verify Your Email**

   - Check your email inbox for a verification link
   - Click the link to verify your email address
   - Your account will be activated

4. **Log In**
   - Go to `/v2/pages/partner-login.php`
   - Enter your email and password
   - Access your partner dashboard

### First Steps

After logging in, you'll see your partner dashboard with:

- **Your Partner ID** - Unique identifier for your account
- **Your Referral Link** - Share this link to track referrals
- **Dashboard Overview** - KPIs and statistics

## Understanding Your Dashboard

### Dashboard Overview

The main dashboard shows:

- **Leads** - Total number of leads you've referred
- **Deals** - Number of successful conversions
- **MRR** - Monthly Recurring Revenue you're earning
- **MRR Trend Chart** - Visual representation of your earnings over time
- **Recent Activity** - Latest leads and conversions

### Navigation

The sidebar provides access to:

- **Dashboard** - Overview and KPIs
- **Leads** - View and manage your referred leads
- **Earnings** - Detailed earnings breakdown
- **Referral URLs** - Generate custom referral links
- **Leaderboard** - See how you rank among partners
- **Settings** - Update your profile and password

## Partner Levels

Your partner level determines your MRR share percentage:

### Starter Level

- **MRR Share:** 20%
- **Requirements:** 1–5 deals in 90 days
- **Best For:** New partners getting started

### Partner Level

- **MRR Share:** 25%
- **Requirements:** 6–10 deals in 90 days
- **Best For:** Active partners with consistent referrals

### Pro Level

- **MRR Share:** 30%
- **Requirements:** 11+ deals in 90 days
- **Best For:** Top performers with high conversion rates
- **Benefits:** Exclusive bonuses and priority support

### Level Calculation

- Levels are calculated based on **won deals in the last 90 days** (rolling window)
- Your level updates automatically after each sync
- Higher levels = higher MRR share = more earnings

### Viewing Your Level Progress

Visit the **Levels** page (`/partner/levels`) to see:

- Your current level and progress to the next level
- Visual progression tracker showing all levels
- Badge collection with earned and locked badges
- Achievement timeline
- Actionable next steps for leveling up

## Referral Links

The **Empfehlungs-URLs** page (sidebar: "Empfehlungs-URLs") lets you create and copy referral links for different Ordio pages and add UTM parameters for tracking.

### Quick Links

One-click copy for the most used pages:

- **Startseite** (homepage)
- **Schichtplanung**
- **Zeiterfassung**
- **Preise**

### Choosing a Target Page

Use **Seite wählen** to pick any promotable page (Startseite, Schichtplanung, Zeiterfassung, Preise, Alternativen, Rechner & Tools, Insights/Blog). The base URL for that page is shown; copy it to share a link without UTM parameters.

### Custom Referral Links (UTM)

Generate links with UTM parameters for better tracking:

1. Go to **Empfehlungs-URLs** in the sidebar
2. Optionally choose a target page (or keep the default)
3. Use **UTM-Vorlagen** (Newsletter, Social Media, Blog, E-Mail) to pre-fill the form, or enter manually:
   - **utm_source** – Source (e.g. newsletter, partner)
   - **utm_medium** – Medium (e.g. email, social, referral)
   - **utm_campaign** – Campaign name
   - **utm_content** – Content identifier (optional)
   - **utm_term** – Keyword/term (optional)
4. Click **URL generieren**
5. Copy and share your custom link

Your referral link always includes your partner ID (affiliate parameter), so every lead from that link is attributed to you. Custom UTM parameters are for **campaign analysis** (e.g. which newsletter or campaign performed best); they do not change who gets credit for the referral. For partner links we recommend **utm_source** = affiliate or partner and **utm_medium** = referral (or email/social).

### Best Practices

- Use **lowercase** for UTM values; use **dashes** instead of spaces
- Use consistent campaign names for easier reporting
- Use **utm_source** = affiliate or partner and **utm_medium** = referral (or email/social) for partner links
- Monitor which links generate the most leads in your dashboard

### Material & Vorlagen

The same page includes **Material & Vorlagen**: logo (SVG) and short approved copy for websites, blogs, or email. Use these to promote Ordio with consistent branding.

## Tracking Leads

### How Lead Tracking Works

1. **User Clicks Your Link** - Your partner ID is stored in cookies
2. **User Submits Form** - Lead is attributed to your partner ID
3. **Lead Appears in Dashboard** - You can see lead status and details
4. **Conversion Tracking** - When lead becomes a customer, deal is created

### Lead Statuses

- **New** - Recently submitted lead
- **Contacted** - Lead has been contacted by sales
- **Qualified** - Lead meets qualification criteria
- **Converted** - Lead became a customer (deal created)
- **Lost** - Lead did not convert

### Lead Details

For each lead, you can see:

- **Name** - Lead's name
- **Email** - Lead's email address
- **Status** - Current lead status
- **Referral Date** - When the lead was referred
- **Source** - Where the lead came from (if tracked)

## Understanding Earnings

### MRR Calculation

Your MRR (Monthly Recurring Revenue) is calculated as:

```
MRR = (Deal MRR × Your Level MRR Share %) × Number of Active Deals
```

**Example:**

- You have 3 active deals
- Each deal has €100 MRR
- You're at Partner level (25% share)
- Your MRR = (€100 × 25%) × 3 = €75/month

### MRR Categories

- **Active MRR** - From active subscriptions
- **Paused MRR** - From paused subscriptions (still counts)
- **Cancelled MRR** - From cancelled subscriptions (historical)

### Earnings Breakdown

The Earnings page shows:

- **Total MRR** - All-time MRR from all deals
- **Active MRR** - Current monthly earnings
- **Active Deals** - Number of active subscriptions
- **MRR Share** - Your current level's percentage
- **Deal List** - Individual deals with their MRR contribution

## Leaderboard

### How It Works

- Leaderboard shows top partners by MRR
- Updated hourly after HubSpot sync
- Anonymous mode (partner names hidden)
- See your rank and compare with others

### Leaderboard Benefits

- **Motivation** - See how you compare
- **Goals** - Set targets based on top performers
- **Recognition** - Top performers get special benefits

## Gamification

### Badges

Earn badges for achievements:

- **First Lead** - Referred your first lead
- **First Deal** - Closed your first deal
- **Level Up** - Reached a new partner level (Starter, Partner, Pro)
- **Top Performer** - Ranked in top 10 or top 3
- **MRR Milestone** - Reached MRR thresholds (€100, €500, €1,000)

### Badge Collection

Visit the **Levels** page to see:

- All available badges
- Which badges you've earned
- Unlock criteria for locked badges
- Badge completion percentage
- Recent achievements timeline

### Achievements

Track your progress:

- Total leads referred
- Total deals closed
- Current MRR
- Partner level
- Leaderboard rank
- Badges earned

## Settings

### Update Profile

1. Go to **Settings** in the sidebar
2. Update your name
3. Click "Save Changes"

**Note:** Email and Partner ID cannot be changed.

### Change Password

1. Go to **Settings** in the sidebar
2. Enter your current password
3. Enter your new password (minimum 8 characters)
4. Confirm your new password
5. Click "Change Password"

### Password Reset

If you forgot your password:

1. Go to the login page
2. Click "Passwort vergessen?" (Forgot Password?)
3. Enter your email address
4. Check your email for reset link
5. Click the link and set a new password

## Tips for Success

### Maximize Your Referrals

1. **Share Your Link** - Post on social media, email newsletters, blog posts
2. **Use Custom Links** - Track which channels work best
3. **Target Right Audience** - Focus on businesses that need workforce management
4. **Follow Up** - Check your leads regularly and follow up if needed
5. **Provide Value** - Share helpful content, not just links

### Increase Your Level

- **Consistency** - Refer leads regularly to maintain your level
- **Quality** - Focus on qualified leads that convert
- **Volume** - More deals = higher level = more earnings

### Track Performance

- **Monitor Dashboard** - Check your stats regularly
- **Analyze Trends** - Use MRR chart to see growth
- **Compare Sources** - See which referral sources perform best
- **Set Goals** - Use leaderboard to set targets

## Support

### Getting Help

- **Dashboard Issues** - Check dashboard for error messages
- **Technical Problems** - Contact support with your Partner ID
- **Account Questions** - Use Settings page for account-related questions

### Common Questions

**Q: How often is my MRR updated?**  
A: MRR is updated hourly via automated HubSpot sync.

**Q: When do I get paid?**  
A: Contact Ordio support for payment terms and schedule.

**Q: Can I see who my leads are?**  
A: Yes, you can see lead names and emails in the Leads section.

**Q: How long do leads stay active?**  
A: Leads remain in your dashboard until they convert or are marked as lost.

**Q: Can I change my Partner ID?**  
A: No, Partner IDs are permanent and cannot be changed.

## Related Documentation

- **[Dashboard Guide](DASHBOARD_GUIDE.md)** - Detailed dashboard usage guide
- **[Architecture](ARCHITECTURE.md)** - Technical system architecture
- **[API Reference](API_REFERENCE.md)** - API endpoint documentation