Express interest in a partner benefit
Send interest from a partner's page, how the contact fields are prefilled from your profile, what happens and who is notified after you send, and how to cancel your interest.
Some partner benefits need an agreement with your company before they can show in your benefit store. When you find one you like, send interest from its page. The provider then contacts you to agree on the next steps. This is an HR task, so you find it under Partner benefits in the HR menu.
Open the partner and start
Open Partner benefits in the HR menu and select the partner. If nobody at your company has started with it, its pill says Available and it sits under Available to you.
On the partner's page, the action card on the right asks "Interested in Personalcyklar?" (with the partner's name). It has two buttons:
- Send interest, if you want the provider to contact you about an agreement.
- We already have an agreement, only if your company has already signed a contract with the provider.
This article covers the first path. For the second, see how to activate a partner when you already have an agreement.
Fill in the contact fields
Select Send interest. The contact fields open inside the action card, so the provider knows who to reach. For Personalcyklar, the fields are Name, Company, Phone number, and Email.
CLVR fills these in from your HR profile where it can:
- Name: your first and last name.
- Email: the email address on your account.
- Company: your company's name.
- Phone number: a phone number from your profile, if one is saved.
Check each value and fix anything that is out of date before you send.
The phone number is the one field that can come up blank. CLVR looks for a phone detail on your profile (for example a field called phone, mobile, or telefon). If there is none, type the number in yourself.
Change a prefilled value
Every field is a normal text field. Select it and type over the value. Nothing is locked. If the prefilled name or email is not the best contact for this partner, replace it before you send. What you send is what the provider gets.
If you have filled in this partner's fields before (for example you sent interest, cancelled, and came back), CLVR shows what you entered last time instead of your profile details. For each field, CLVR uses:
- The value you saved for this partner before, if any.
- Otherwise, the matching detail from your profile.
- Otherwise, an empty field.
So a value you typed yourself always wins over your profile.
To leave without sending, select Back.
Send your interest
When the details look right, select Send interest again. All fields must be filled in first.
After sending:
- A message confirms "Interest sent" and that the provider will contact you.
- The pill changes to Interest sent, and the partner moves to In progress in the list.
- The progress strip shows the first step as done, with the date you sent interest.
- The action card now says that the provider will contact you, for example "Personalcyklar will contact you". It also says the date you sent interest, and that CLVR opens the next step when the agreement is signed.
You don't need to do anything else now. The provider gets in touch with you.
What happens after you send
First, your answers are saved for your company and the status changes from Available to Interest sent. That saved record is what counts. Even if an email is late, your interest is already on file, so you never need to send it twice.
Who gets notified
- CLVR is notified so the team can help with the introduction between you and the provider.
- The provider and CLVR get an email with your company name and the contact details you sent.
If an email fails to send, your interest is not undone. The partner keeps the Interest sent status, and CLVR can still see your interest.
After you both agree
When you and the provider have signed an agreement, CLVR opens the next step. The pill changes to Your turn, and the partner's page opens the Agreement and details editor so you can add the signed agreement and what employees will see.
If you already have the signed agreement and don't want to wait, open the partner and select We already have an agreement in the action card.
Cancel interest
If you sent interest but no longer want to go ahead, you can cancel it. This does not affect any benefit that is already live for your employees.
Open the partner. Its pill says Interest sent.
In the action card, select Cancel interest.
A small box asks "Cancel interest?" and explains that the provider is told you're no longer interested, and that you can send interest again later. Select Cancel interest to go ahead, or Keep it to leave things as they are.
What cancelling does:
- A message confirms it. It says "Interest cancelled" and that the provider has been told.
- The pill goes back to Available. There is no separate Cancelled pill. The action card says the date you cancelled, and that you can start again whenever you like.
- You can start again. Send interest and We already have an agreement are back in the action card.
- Uploaded files are cleared. Any files attached to the interest are archived and removed, so a fresh start does not carry over old uploads.
Cancel interest only shows while the pill says Interest sent. Once you are further along, contact CLVR support instead.
Cancelling interest is not the same as taking a benefit out of your store. If the partner is already Live in store, there is no Cancel interest button. To stop a live benefit, use Remove from store instead.
Troubleshooting
Interest won't send, or I'm told required fields are missing. A field is empty. A field counts as empty when it has no text, or only spaces. Fill in the empty field and send again. What you already typed stays in place. If the problem is found after you send, a message says "That didn't go through" and asks you to fill in the fields marked as required and try again.
A prefilled value is wrong or the phone number is empty. Type over it before you send. Only what you send is shared with the provider. To fix a detail for next time, update your profile (or ask your HR contact to).
A field is still empty after prefill. Prefill only covers the four contact details, and only what your profile holds. Anything else needs a value from you.
There is no Send interest button, and the pill says Info only. You can't sign up through CLVR for that partner yet. You can still read its text. Select Contact CLVR support if you are interested.
I don't see Cancel interest. It only shows while the pill says Interest sent. If the partner is Live in store, you are looking for Remove from store. For anything further along, contact CLVR support.
I cancelled by mistake. No problem. Open the partner and select Send interest again.
My old uploads are gone after sending interest again. That is expected. Files from cancelled interest are cleared.
Something didn't go through. A message says "That didn't go through" and that nothing was changed. Try again. If it keeps happening, contact CLVR support.
Nobody has contacted us yet. The provider contacts you directly. If it has been a while, contact CLVR support.