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How To Customize The Partner Dashboard
How To Customize The Partner Dashboard

Customize your partners' experience of your program within the Partner Portal

Genny avatar
Written by Genny
Updated over 7 months ago

Updated - Feature Release 3.5.0 (February 2024):

  • Configuration was divided into distinct sections - Platform Configurations, Partner Configurations, and Advertiser Configurations - for easier navigation.

Updated - Hotfix 3.2.0 (April 2023): Several macros added for more personalization on the Custom Card [Details]


Overview

Your partner dashboard is designed to provide simplicity for you and your partners. This guide will show you the various customization options available in the Partner Portal.

See below for instructions on the following:


Customizing the Partner Dashboard

To customize and preview the dashboard, navigate to Control Center - Partner Configurations, then ensure you're on the General tab. On the Partner Dashboard Customization card, click Edit.

Use the toggle button in the upper right corner to add or remove cards. Then, you may change the size of each card by clicking and dragging the edges or reposition the cards by clicking and dragging the card header.

Click Save Dashboard to apply the updates to all of your Partners' dashboards. (Any existing customizations will be overwritten.)

Custom Card

Do you have an announcement, funny gif, or friendly words of encouragement that you'd like to share with your partners on their dashboard?

The Custom Card allows you to place a card on the Partner Portal with your own customized HTML.

Use the toggle button in the upper right corner to add the Custom Card.

The Custom Card supports the following macros:

affiliate_id

encoded_value

user_id

account_manager_email

account_manager_first_name

account_manager_last_name

account_manager_im_software

account_manager_im_identifier

affiliate_referral_url

email

first_name

last_name

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.)


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