ZINFI UPMStart setup
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Step 3 · Invite

Invite your partners

Bulk-invite existing partners or open a public application form. Track engagement from day one.

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Invite your partners product screenshot

What you'll do

  1. 1

    Bulk-invite your existing partners

    Paste a list of partner emails or upload a CSV. Each partner gets a branded invite email with a magic sign-in link — no password required for the first visit.

  2. 2

    Publish your public application form

    Turn on the public application link and share it on your website or LinkedIn. New applicants land in a review queue with the questions you configured in Program.

  3. 3

    Track engagement from the partner list

    The Partners screen shows status (Invited, Accepted, Active), last login, deal reg counts, and MDF spend so you can spot who needs a nudge.

Tips from the ZINFI team

  • Send invites in batches of 25–50 so your channel managers can personally follow up.
  • Add a short welcome video in the invite email — accept rates jump when partners see a face.
  • Set a re-invite reminder for anyone who hasn't accepted after 7 days.