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Partner Tools

Create and manage confirmation links in your partner account

Last updated: September 13, 2021

Applies to:

Partner Account

As a HubSpot partner, you are required to confirm your involvement when selling or servicing HubSpot software to your clients. You can create a confirmation link in your partner account that will be automatically sent to your customer as part of their checkout experience when confirming their purchase. 

Create a confirmation link

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • In the top right, click Create confirmation link.
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  • In the right sidebar, select the checkbox next to the product type then use the dropdown menu to select the onboarding type.  

Please note: all Professional and Enterprise products require onboarding.

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  • If you are providing onboarding, click to toggle the Providing onboarding switch on.
  • Click the Estimated onboarding duration dropdown menu to select the estimated length of onboarding.
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  • Click Preview.
  • Enter a name for your confirmation link. Click Create.
  • Once the confirmation link has been created, your Channel Account Manager will automatically be notified. They can attach it directly to your client's quote so it will appear in the checkout flow when they purchase HubSpot.
  • If there is an issue with attaching the confirmation link to the checkout flow, click Copy to copy the link, then share the link with your client. 

When the client has confirmed or rejected the confirmation link, you will receive an email notification. When a confirmation link is confirmed, your Channel Account Manager or PDM will automatically be notified. When a confirmation link is rejected, the email will include a rejection reason. 

You can also review confirmation link statuses in your partner dashboard. 

Review and manage your confirmation links

Once you have created a confirmation link you can track and manage them from your confirmation links dashboard.

Review your confirmation link status

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • In the Client & status column, you can track your confirmation links by status:
    • Pending: your client has not been assigned.
    • Confirmed: your client has confirmed the confirmation link that was sent.
    • Rejected: your client has rejected the confirmation link. A reason for rejection will be included.

client-status

Manage your confirmation links

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Navigate to the Confirmation links tab.
  • Hover over an existing confirmation link and click the Actions dropdown menu to manage your confirmation link:
    • Preview: preview your confirmation link.
    • Edit: edit your Pending links. Confirmed and Rejected confirmation links cannot be edited.
    • Clone: clone your confirmation link.
    • Remove: permanently delete your pending confirmation link. Confirmed or rejected confirmation links cannot be deleted.
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