Table of Contents
Overview
Here, we will highlight some tools you can use to help streamline the communication between you and your Partners. These tools provide the ability to generate tracking links in bulk, share offers in different ways, and to make announcements within the portal.
Offer Share: Share One Offer with Multiple Partners
An email will be sent to the Partners you specify using the Offer Share template. You can read more here on how to customize the default Email Template.
Navigate to Offers - Manage > Click on name of Offer > General Card - 3dots > Share Offer.
Tracking Link Card: Copy Offer Info for One Partner
Navigate to Offers - Manage > Click on name of Offer > Tracking Links icons. Here, you choose the Partner for whom you'd like to share Offer information with, then click on the Envelope Icon.
The Offer information, including the Partner-specific tracking link, pops up and is available for you to Copy to your clipboard so that you may share it with your Partner.
Generate Tracking Links: Share Multiple Offers with One Partner
Navigate to Partners - Manage > Click on name of Partner > Visibility Tab - Generate Tracking Links.
Clicking this button creates an exportable list of Partner Tracking Links.
Direct Message: Share Multiple Offers with Multiple Partners
Navigate to Control Center - Direct Message to communicate via email with Partners, either with a general message or with Offer details.
For more about information about how to use Direct Message - [Click Here]
Custom Card: Share One Message with All Partners
To customize and preview the Partner Dashboard, navigate to Control Center - Configuration, then click on the Partner Portal tab.
On the Dashboard card, click Edit.
Use the toggle to add a Custom Card with your own HTML. After adding the card, scroll down and click Edit on the card to input your HTML.
Click Apply.
*This card can also be removed, resized and repositioned just like the other cards.
Click Save Dashboard to apply the updates to all of your Partners' dashboards. (Any existing customizations will be overwritten.)