Onboarding Guide for Partners
This page describes how to sign up for a Partner Profile and complete the Katalys Onboarding Process. It covers these steps:
Create a user account (so you can login)
Create a Profile (so you can use the platform)
Create a Traffic Source (to identify your audience)
Submit your account for verification (so you can use the Katalys Marketplace)
Create a User Account
To access the Katalys Marketing Platform, you need to create a user account such as a Google Login RECOMMENDED or an email+password.
Instructions: How to Sign In ->
Ready? Signup for a new User Account here ->
Once your user account is created, you should be redirected to the Profile Creation flow.
If you are not, click here to continue ->
Create a Profile
To successfully manage your relationship on the Katalys Marketing Platform, you need to create an Organization and your first Profile.
Your Organization contains your company’s legal info and team members. Organizations own and control access to Profiles.
Your Profile represents a business branch or brand, as represented on the Katalys Marketplace.
Follow the instructions on the screen:
Choose the Profile type - Partner:
Choose New Organization option to create an organization:
If you already have an access to the organization you either created before or were invited to, you will have an opportunity to choose this org in the second step. Use this option to avoid duplicate org creation.
Then the organization creation will be skipped and you will only need to fill in the Profile Details:
Profile Name (the name you would like to be visible on the Platform)
Partner Type (select one that best describes your business)
Profile image (upload your logo for better visibility on the platform)
Verticals (select one or more business branches that best fit the services you promote)
Description (provide a description of your business for better discoverability)
Social Links (provide the links to your socials)
Important note: If you create a Profile for an organization you have already completed an onboarding for, you won’t need to go through the subsequent steps again.
Refer to your Onboarding Guide, located in the Dashboard page to find more info about the steps that are still pending to be completed (if any):
Enter the Company data and click “Continue”:
Company Legal Name (as stated in the official documents)
Profile Name (the name you would like to be visible on the Platform, can be changed later)
Website URL (default URL where the traffic will be redirected to, can be changed later)
Complete Onboarding
You will be redirected to the Dashboard, where you will find the Onboarding Wizard, reflecting the onboarding steps.
The first two steps are marked as completed, since you just completed them on the previous step:
The next step is to Complete Onboarding.
All Organizations are verified by Katalys to ensure the safety and security of conducting business on the platform.
You need to submit the verification form to complete this step - click Get Started to fill out the form:
Once you submit the form, you will receive an automatic email and the step will be marked with yellow clock icon - it means that your application is submitted and will be reviewed by Katalys shortly.
Once your application is approved, you will receive an automatic email and the Complete Onboarding step icon will turn green. If there are any issues with your application or additional details are required, the Katalys employee will contact you directly.
You can complete further onboarding steps in the meantime.
Create Traffic Source
The last step is to add a Traffic Source. It will allow you to apply for Advertisers' Programs and send them traffic.
You can find the detailed instructions on Traffic Source creation in the Setting up Traffic Sources article.
Finalizing the Onboarding
Congratulations! You have successfully completed all the onboarding steps!
Once all the steps in the Onboarding Guide are marked green - click Close Guide to finalize the onboarding.
Remember: Your application must be approved by Katalys before Step 3 Complete Onboarding will be marked as complete.
From now on, the Dashboard page will be your main landing page, where you will see current analytics on your performance.
Thank you for completing the onboarding guide and welcome to the Katalys Marketing Platform!
If you have any questions, use the Katalys Support Center to contact support.