# Journeybee Help Center

Get help and support on all things Journeybee.

## Onboarding

- [Getting Started with Journeybee](https://support.journeybee.io/article/setup-checklist.md): Set up your Journeybee workspace, partner program, portal, and first partner in the right order.
- [Partner Onboarding](https://support.journeybee.io/article/partner-onboarding.md): Invite a new partner, prepare their portal access, guide their first steps, and track their progress.

## AI

- [Buzz](https://support.journeybee.io/article/buzz-ai.md): Ask Buzz a question, use quick actions, and manage your conversation history on the Buzz AI page.

## Analytics

- [Partner Engagement Analytics](https://support.journeybee.io/article/partner-engagement-metrics.md): Track how partner users interact with your portal, resources, and content over time.
- [Revenue and Leads Analytics](https://support.journeybee.io/article/revenue-leads-dashboards.md): Track pipeline value, revenue, lead conversion, and partner performance on the Reports page, with goals and saved views.
- [Commission Analytics](https://support.journeybee.io/article/commission-analytics.md): Track paid and pending commissions, payment processing, and partner commission performance on the Reports page.
- [Certification and Training Analytics](https://support.journeybee.io/article/certification-training-analytics.md): Track certification completions, pass rates, partner training progress, at-risk learners, and enrolment activity on the Reports page.

## Partnerships

- [Partner Management](https://support.journeybee.io/article/partner-management.md): The partner detail panel, tab by tab — Details, Commission, Insights, Settings and more, plus how to customise your partner views.
- [Creating a Partner](https://support.journeybee.io/article/creating-a-partner.md): Create a referral, reseller or distribution partner in Journeybee, add contacts and domains, and invite them to the portal.
- [Deleting a Partner](https://support.journeybee.io/article/deleting-a-partner.md): How to archive a partner to remove their portal access and take them off your active list, plus the Offline alternative.
- [Distribution Management](https://support.journeybee.io/article/distribution-management.md): Set up two-tier distributor-to-reseller partnerships: enablement, linking, CSV import, and how they work in the portal.
- [Emailing Partners](https://support.journeybee.io/article/emailing-partners.md): Email a partner's contacts from the partner page: choose a sender, personalise with variables and templates, and track delivery.
- [Partner Import (CSV)](https://support.journeybee.io/article/partner-import-csv.md): Bulk-import partners from a CSV: pick a type, map your columns, review, and import — with a per-row results breakdown.
- [Partner Contacts](https://support.journeybee.io/article/partner-contacts.md): How to add, invite, and manage partner contacts — the people who sign in to your partner portal.

## Leads, Deals & Payments

- [Creating Leads](https://support.journeybee.io/article/lead-capture.md): Create leads yourself or capture them from the portal, forms, your CRM, Slack, campaigns, or CSV import.
- [Creating Deals](https://support.journeybee.io/article/deal-creation.md): Create deals from existing or new leads, with automatic value from quotes and products, stages, and expiration.
- [Lead and Deal Management](https://support.journeybee.io/article/lead-management.md): Work with the Leads and Deals pages day to day: panels, filters, boards, statuses, and customisable deal views.
- [Payments](https://support.journeybee.io/article/send-receive-payments.md): Track and pay partner commissions and spiffs: approvals, Mark as Paid, provider payouts via XTRM, wallets and statuses.
- [Spiffs: Individual Payment Incentives](https://support.journeybee.io/article/spiffs-individual-payment-incentives.md): Set up and manage spiff payments to individual people, separate from partner company commissions.
- [Lead Import (CSV)](https://support.journeybee.io/article/lead-import-csv.md): Bulk-import up to 500 leads from a CSV: choose a type, map your columns, assign partners, and review a per-row results report.

## Resources

- [Creating a Resource](https://support.journeybee.io/article/create-a-resource.md): Build resources from content blocks, control which partners see them, and track engagement.
- [Bulk Upload Resources](https://support.journeybee.io/article/bulk-upload-resources.md): Upload up to 100 PDF and video files at once with shared batch settings and per-file access overrides.
- [Assets Library](https://support.journeybee.io/article/assets-library.md): Store reusable files once and use them across resources, with instant updates everywhere when you replace a file.

## Partner Marketing

- [Dynamic Content Variables](https://support.journeybee.io/article/dynamic-content-variables.md): Personalise campaign emails and partner emails with variables for partner, contact and custom-field data.
- [Creating a Campaign](https://support.journeybee.io/article/create-a-campaign.md): Create marketing campaigns with targeted partners, email sends, templates, and lead capture forms.
- [Marketing Campaigns](https://support.journeybee.io/article/marketing-campaigns.md): Manage marketing campaigns, email templates, and campaign leads from the Campaigns page.
- [Marketing Email Templates](https://support.journeybee.io/article/marketing-email-templates.md): Build marketing email templates with a drag-and-drop editor and partner personalisation variables.

## Projects

- [Creating a Project](https://support.journeybee.io/article/create-a-project.md): Create and manage collaborative project boards with Kanban cards and real-time editing.

## Portals

- [Partner Portal](https://support.journeybee.io/article/creating-rooms.md): An overview of the partner portal where partners manage leads, deals, resources, and more.
- [Creating Portal Rooms](https://support.journeybee.io/article/creating-portals.md): Create and manage portal rooms, add content blocks, and configure access controls.
- [Portal Room Types](https://support.journeybee.io/article/portal-room-types.md): A reference guide to all available portal room types and what each one does.
- [Custom Portal Rooms](https://support.journeybee.io/article/custom-portals.md): Build custom portal rooms using content, interactive, and media blocks.
- [Portal Access Management](https://support.journeybee.io/article/portal-access-management.md): Control which partners can see each portal room using visibility settings, categories, tiers, stages, and tags.
- [Partner API & MCP](https://support.journeybee.io/article/partner-api-mcp.md): Let partners connect AI assistants and their own tools to their portal data with the Partner API and MCP.

## Forms

- [Forms](https://support.journeybee.io/article/forms.md): Create lead capture forms and partner application forms, and share them by link or embed code.
- [Embeddable Forms](https://support.journeybee.io/article/embeddable-forms.md): Create and embed lead capture forms on your website using the Journeybee forms SDK.

## Training & Certifications

- [Building Certifications](https://support.journeybee.io/article/building-certifications.md): Create training certifications with curriculum resources and final assessment quizzes for partners.
- [Partner Certification Guide](https://support.journeybee.io/article/partner-certification-guide.md): How partners can complete certifications and earn credentials through the partner portal.

## Automations

- [Workflows](https://support.journeybee.io/article/partner-triggers.md): Automate partner program tasks with visual workflows triggered by record changes, stage changes, or schedules.

## CPQ

- [Building Pricing Calculators](https://support.journeybee.io/article/cpq-system.md): Build interactive pricing calculators with input fields, pricing rules, and live previews.
- [Products](https://support.journeybee.io/article/products.md): Create and manage your product catalog with pricing, billing types, and statuses.
- [Quotes on Leads and Deals](https://support.journeybee.io/article/quotes-on-leads-and-deals.md): Generate quotes from calculators, sync deal values, and download branded quote PDFs.

## MDF

- [Market Development Funds (MDF)](https://support.journeybee.io/article/marketing-development-funds-mdf.md): Manage MDF programs, allocate funds to partners, and approve partner marketing claims.

## Integrations

- [Integrations](https://support.journeybee.io/article/integrations.md): Connect Journeybee to your CRM, email, chat, and payment tools and keep your data in sync.

### CRM

- [Salesforce Integration](https://support.journeybee.io/article/salesforce.md): Connect Salesforce for two-way sync of leads, deals, contacts, and accounts.
- [HubSpot Integration](https://support.journeybee.io/article/hub-spot.md): Connect HubSpot for two-way sync of leads, deals, partners, and partner contacts — with field mapping, associations, stage mapping, and imports.
- [Pipedrive Integration](https://support.journeybee.io/article/pipedrive.md): Connect Pipedrive for two-way sync of leads, deals, contacts, and organisations — plus the Journeybee widget inside Pipedrive.
- [Attio Integration](https://support.journeybee.io/article/attio.md): Connect Attio for two-way sync of leads, deals, and companies.
- [Zoho Integration](https://support.journeybee.io/article/zoho.md): Connect Zoho CRM for two-way sync of leads, deals, contacts, and accounts.
- [Rolldog](https://support.journeybee.io/article/rolldog-crm.md)

### Email

- [Gmail (Company Email)](https://support.journeybee.io/article/gmail-company.md): Connect a company Gmail address so team members can send emails from a shared sender.
- [Outlook (Company Email)](https://support.journeybee.io/article/outlook-company.md): Connect a company Outlook address so team members can send emails from a shared sender.

### Communication Tools

- [Slack Integration](https://support.journeybee.io/article/slack.md): Connect Slack to create leads, sync messages, and receive notifications in your Slack channels.

### Payments & Invoicing

- [XTRM Payment Provider](https://support.journeybee.io/article/xtrm-payment-provider.md): Connect XTRM as your payment provider for automatic partner payouts from deal commissions.

### Automations

- [Zapier](https://support.journeybee.io/article/zapier.md): Connect Journeybee to Zapier using the public REST API and API key authentication.

## Settings

- [Profile](https://support.journeybee.io/article/profile.md): Manage your personal details, contact info, language, and email notification preferences.
- [API Keys](https://support.journeybee.io/article/api-keys.md): Create and manage API keys that let external apps connect to your Journeybee account.
- [Attribution](https://support.journeybee.io/article/attribution.md): Create labels to track where your leads come from.
- [Branding](https://support.journeybee.io/article/branding.md): Upload your logos and brand guide, and choose your partner portal colours, logo, background image, and favicon.
- [Categories & Tiers](https://support.journeybee.io/article/categories-tiers.md): Create categories and tiers to sort and organise your partners.
- [Commissions](https://support.journeybee.io/article/commission.md): Set up commission and spiff rules that pay partners when deals reach certain stages.
- [Company Profile](https://support.journeybee.io/article/company-profile.md): Manage your company logo, contact details, currency, date and time formats, and team login options.
- [Custom Fields](https://support.journeybee.io/article/custom-fields.md): Add extra fields to partners, leads, deals, and contacts to capture the details that matter to your business.
- [Custom Field Rules](https://support.journeybee.io/article/custom-field-rules.md): Automate custom field behaviour with rules that show, set, or map field values based on other fields.
- [Stages](https://support.journeybee.io/article/stages.md): Set up partner stages and deal pipeline stages with lifecycle statuses partners can see.
- [Tags](https://support.journeybee.io/article/tags.md): Create coloured tags to sort and filter partners, deals, leads, projects, resources, campaigns, and contacts.
- [Team Management](https://support.journeybee.io/article/team-management.md): Invite teammates, set their roles, and manage who has access to your Journeybee account.
- [Custom Domains](https://support.journeybee.io/article/custom-domains.md): Host your partner portal on your own web address with a custom domain and automatic SSL.
- [Email](https://support.journeybee.io/article/email.md): View and track all emails sent from your Journeybee account.
- [Platform Settings](https://support.journeybee.io/article/partnership-settings.md): Turn partner types and features on or off, and manage your AI assistant and credits.