EasyPost can arrange for its Referral Partners to have premium access to a UTM Partner analytics dashboard. The dashboard enables partners to get early reads on referral campaign success by showing real time user sign up activity through the partners’ designated referral links.
Start by requesting to become an EasyPost referral partner here and our sales team will be in touch with you! Or, if you are already a UTM Referral Partner with EasyPost, simply log in to your EasyPost Dashboard and use the guide below to navigate through this useful tool.
Getting started
Navigate to the Partner Dashboard after signing into your EasyPost account. If you do not see the Partner Dashboard option after logging in, that means your account needs to be updated to include this premium feature. Contact your designated Customer Success Manager to request access and they’ll be happy to assist!
Step 1: Adjust filter(s) to your needs
Use the Date Range filter to select the time frame in which you want to retrieve data. Some Referral Partners have more than one UTM code; if this is true for you, you will see an additional option to filter by UTM code(s).
Step 2 (optional): View by Day, Week or Month
Use the Date Range filter to select the time frame in which you want to retrieve data. Some Referral Partners have more than one UTM code; if this is true for you, you will see an additional option to filter by UTM code(s).
Step 3: Review data
View Total Signups, or breakdowns by time frame and UTM link(s) or click on the icon to download the data in a spreadsheet.
Partner referral link
Quickly view or copy the UTM Referral Links associated with your account by using the Partner Referral Link panel on the right.
FAQ
- How do I become a Referral Partner?
Request to become an EasyPost referral partner here and our sales team will be in touch with you!
- I am a Referral Partner, but I do not see the Partner Dashboard when I log in. How do I get access?
Contact your designated Customer Success Manager to request access and they’ll be happy to assist! Contact Support, if you are unsure of who your Customer Success Manager is and we’ll get you the support you need.
- How do I get access to an EasyPost Dashboard account?
Sign up here for a FREE Easypost account and get access to the EasyPost Dashboard and shipping discounts through carriers like USPS or FedEx at up to 88% off the retail price.
- Is there more data I can access regarding the referral signups other than the number of new signups over time?
We may provide you with more information regarding your referral activity by request, simply contact your Customer Success Manager and we’ll review what you are looking for. The Partner Dashboard is limited to sign up counts over time.
- How do I get more UTM referral links assigned to my account?
Contact your designated Customer Success Manager to request access and they’ll be happy to assist! Contact Support, if you are unsure of who your Customer Success Manager is and we’ll get you the support you need.
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