Partners are branded cards that showcase trusted affiliate offers to your customers on the Customer Portal's Our partners page. When a customer clicks a card, they are forwarded to the partner's website — earning you referral revenue — and the click is counted.
Permissions required: Marketing → Partners — Read (to view), Create / Update / Delete (to manage).
Create a partner
Go to Marketing → Partners and click New partner.
Fill in the fields and upload a logo.
Click Save.
Field | Description |
Name | Internal reference only — not shown to customers. |
Headline | The bold title shown on the card. Up to 255 characters. |
Description | Short supporting text below the headline. Up to 500 characters. Supports basic formatting. |
Logotype | The partner's logo. Recommended dimensions 768 × 256 px (3:1 ratio). PNG or JPG. |
CTA label | The text on the button, for example "Claim my $10 discount". |
CTA URL | The link the button opens. Paste the full tracking link your partner gave you, so they can credit the visit to you. |
Terms & conditions (Optional) | Shown behind a Terms and conditions link on the card. Supports basic formatting. |
Active | When switched on, the partner is visible to customers. On by default. |
Managing partners
Show or hide a partner
Use the Status toggle in the partners list to switch a partner between Active (visible to customers) and Inactive (hidden). Only active partners appear in the Customer Portal, so you can prepare a partner in advance and turn it on when you are ready.
Reorder partners
Drag a partner by the handle on the left of its row to change the order partners appear in the Customer Portal. New partners are added to the bottom of the list.
Track clicks
The Clicks column shows how many times customers have clicked a partner's call-to-action button, counted across the Customer Portal and the mobile app. The button opens the partner's link in a new browser tab, so customers keep their place in the portal.
Edit or delete a partner
Select Edit on any row to update a partner's details, or Delete to remove it. Deleting a partner removes it from the Customer Portal immediately.
Where partners appear
Active partners appear on the Our partners page in the Customer Portal as a grid of cards. Each card shows the partner's logo, headline, description, and call-to-action button, plus a Terms and conditions link if you add terms.
The Our partners menu link only shows when at least one partner is active, and the internal Name is never visible to customers.
