Would you rather watch a video about how to invite partners on Crossbeam? Watch our Connect with a Partner tutorial here.
You have two options for inviting partners to Crossbeam. To follow our standard, in-app flow, keep reading. You can also use your invite link, which you can find out more about here.
To send an invitation to a potential partner on Crossbeam, first navigate to the partners page using the link at the top of any page, and then click the "Invite Partner" button.
This link will take you to a simple two-step process for sending a partner invitation.
Step One: Partner Information
When you click into the Company field, you will automatically be given partnership suggestions. These are people you may be partnered with in real life that are already signed up for Crossbeam. If you select one of those, we'll be able to quickly invite them to partner with you through Crossbeam!
Partners not on Crossbeam
If you don't see the partner you're looking for in the recommendations dropdown, simply start typing your partner's name.
Once you select the partner, you'll need to provide three pieces of information:
- The name of the company you are inviting
- The name of a contact person at that company
- The email address of that contact
Click "Next" to set sharing settings for your invited partner.
Step Two: Sharing Settings
After clicking "Next," you'll be taken to a page where you decide on the sharing settings for this partner. You can use all of the sharing defaults set already for your populations, or you can set them all to Overlap counts easily by using the link in the text.
Note: if a population sharing default is set to Hidden or Overlap counts, you cannot share data in the partner invite process. Once your partner accepts your invitation, you can can change their sharing settings to share data with them.
Step Three: Send Invitation
After clicking "Send Invitation," your work is done. If your partner's company is already on Crossbeam they will receive a notification via email and inside the platform that will allow them to view and accept your invitation.
If your partner is not yet on Crossbeam, they will receive an invitation to join via email and will be able to accept your partnership as one of the first steps in their onboarding.
If you have any issues with inviting partners or suspect a partner invitation may need to be re-sent, contact email@example.com.