> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Partner Program: Step-by-Step Kiflo Guide

> Step-by-step guide to creating a new partner program in Kiflo and customising its emails, T&Cs, portal settings, and application form.

Creating a partner program is the foundation of your partner ecosystem in Kiflo. Once a program exists, you can invite partners into it, define tiers, and control exactly what those partners can see and do in the portal.

## Create a new program

<Steps>
  <Step title="Open the Programs menu">
    From the top navigation bar, click **Programs**.

    <Note>
      If you don't see the **Programs** menu, click the **three-dots (⋯) button** in the top navigation to reveal additional menu options.
    </Note>
  </Step>

  <Step title="Add a new program">
    Click the **Add a new program** button.
  </Step>

  <Step title="Name your program">
    Enter a descriptive name — for example, *Referral Partner Program* or *Reseller Program* — and click **Add**.

    Your new program is now created and appears in the Programs list.
  </Step>
</Steps>

## Customise your program settings

After creating the program, click on it and navigate to the **Settings** tab to configure the options below. Each section is independent, so customise only what you need.

### Automated emails

Kiflo can automatically send emails to partners at key moments in their application journey. This keeps prospects informed without any manual effort on your part.

<Steps>
  <Step title="Open Automated emails">
    Inside your program, click **Edit** next to **Automated emails**.
  </Step>

  <Step title="Configure each trigger">
    Choose an email template for each of the three events:

    * **Acknowledge partner signup** — sent when a prospect submits an application form on your website
    * **Notify accepted partner** — sent when you accept an application
    * **Notify rejected partner** — sent when you reject an application
  </Step>

  <Step title="Save">
    Click **Save** to activate the automated emails.
  </Step>
</Steps>

<Tip>
  You can create and customise email templates from **Manage → Email templates** before setting them up here.
</Tip>

### Terms & Conditions

Require partners to accept your T\&Cs the first time they access the portal.

<Steps>
  <Step title="Open the T&Cs section">
    Inside your program page, scroll down to the **Terms and Conditions** section and click **Edit**.
  </Step>

  <Step title="Enable and paste your link">
    Toggle **Terms and Conditions** on and paste the URL that points to your T\&Cs document.
  </Step>

  <Step title="Save">
    Click **Save**. From now on, any partner in this program will be prompted to accept the T\&Cs on their first portal login.
  </Step>
</Steps>

<Note>
  T\&Cs are scoped to the program — partners in other programs are shown only the T\&Cs defined for their own program.
</Note>

### Portal feature settings

Fine-tune what partners in this program can do inside the portal. Navigate to the program's **Settings** tab, where you can toggle options such as:

* Prevent partners from submitting leads
* Prevent partners from registering deals
* Prevent partners from updating deals
* Prevent partners from changing the deal stage
* Hide specific pages from the partner portal
* Allow the partner's main contact to manage their own team members

Adjust each toggle to match your program's collaboration model and click **Save** when done.

### Application form

Connect an external sign-up form so prospective partners can apply to join this program directly from your website.

<Steps>
  <Step title="Build your form">
    Create your partner application form using your preferred tool — for example, a custom form with the Kiflo JS SDK, the REST API, Google Forms connected via Zapier, or WPForms on WordPress.
  </Step>

  <Step title="Set applicant status">
    Ensure that any partner created through the form uses the **Applicant** status in Kiflo. New applicants appear on the program's **Applications** tab.
  </Step>

  <Step title="Review applications">
    Go to **Programs**, select the program, and open the **Applications** tab to accept or reject incoming applications.
  </Step>
</Steps>

<Tip>
  You can add a **New partner applications** widget to your Home dashboard so you can review applications the moment you log in.
</Tip>