Skip to content
Partner Tools

Create and manage confirmation links in your partner account

Last updated: January 21, 2022

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.
create-confirmation-link
  • 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.

select-product-onboarding
  • 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.
estimated-onboarding-duration
  • Click Preview.
  • Enter a name for your confirmation link. Click Create.
  • If this confirmation link is to be used in a shared deal, you can attach it directly to the shared deal.
    • Navigate to the shared deal in your portal. 
    • In the Proof of Involvement section, click Add.
    • Select the confirmation link you want to add to the deal and click Add
    • Once the link has been added, your CAM will be able to view it on the shared deal.
  • Once the confirmation link has been created, your Channel Account Manager or Partner Development Manager will automatically be notified.
  • To remove the confirmation link from a shared deal:
    • In the Proof of Involvement section, click Actions
    • Click Remove from deal  and click Delete
  • Any updates to the Proof of Involvement section will be reflect on the deal's activity timeline.
  • For non-shared deals, reach out to your CAM or PDM and ask them to add the confirmation link to the appropriate deal.
  • In either case above, the confirmation link will automatically be sent to your customer as part of their checkout experience when confirming their purchase
  • 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.
manage-confirmation-link

 

Was this article helpful?
This form is used for documentation feedback only. Learn how to get help with HubSpot.