Changelog

Top partner and top rep widgets are now leaderboards. You pick the metric, and each row shows the partner's logo.

The Analytics trend chart lets you choose a metric and an interval, and shows the previous period as a dashed line for comparison.

Stats stay on screen while you change filters, instead of flashing back to a loading state.

• Back buttons now take you back to the page you came from, and links inside the app no longer reload the whole page.
• Deleting a lead, lead payment, reward item, deal or partner introduction now uses the same confirmation. If the delete isn't allowed, the reason is shown. Deleting lead payments is available again.
• The API tokens settings tab has help and a getting-started guide that opens token creation directly.
• The app uses the new Partner.io logo and mint brand color.

The sidebar is now grouped into Grow, Engage, Program and Settings. Each group has a landing page listing what's inside.

Partner Directory is now the Explore tab of Partner Discovery. The Engagement Hub and Widget Library pages have been retired, and their old addresses redirect to the new landing pages.

Press Cmd+K, or Ctrl+K on Windows, to search pages, run common actions such as creating or inviting, return to recent pages, and find partners, partner reps and leads by name.

Courses v2 lets you build training as modules and lessons. Quizzes have a pass mark, and learners can retry until they pass, with the best attempt counting.

Ask AI in the editor drafts content using the source files you attach in course settings.

Publish when you're ready. Then open Learners to assign partners, send reminders to anyone who hasn't finished, and track progress.

Attach a certification badge so partners who complete a course earn it. An upgrade flow helps move courses from the original editor.

If you don't see Courses v2, contact your account team.

Lead, partner and partner rep pages are rebuilt as profiles. Details sit in a side rail that saves as you edit, and the related records are alongside them.

• Lead profiles have key stats and Overview, Activity and Messages tabs. Contacts have their own section. Revenue shows where each payment came from.
• Partner profiles let you edit everything in place, including Partner since. Type, agreement and tier have their own cards, and the tier card shows its perks. There is an account mapping summary and tabs for reps, sub-partners, leads, commissions, courses and activity.
• Partner rep profiles show leads, deals won, revenue, commission paid, a partner score and badges.

New leads can now sync to your CRM as contacts as well as leads or deals. This works with Salesforce, and HubSpot was added later in September.

The field mapping editor has a new Contact Fields tab. On HubSpot, contacts use association labels to show their partner and partner rep.

Mapping improvements:

• Rep Email is now a mappable field.
• The CRM field picker groups custom fields first, then core fields.
• A new Fixed Values section writes the same value to a CRM field on every sync.

Contact sync is being turned on account by account.

Accounts that hold sample records see a short guided intro on the Leads, Partners and Partner Reps pages. It suggests what to try, such as signing in to the portal as a sample rep, referring a lead and approving it.

You can add a sample record from any of those lists or from a record's menu.

When sample data is present, an icon in the header shows how many sample records exist. It opens a confirmation listing exactly what will be removed before you clear it.

Partner rep lists also offer a log-in-as-rep action from each row's menu.

New admins go through a shorter, five-screen onboarding. Where we can, we suggest your company details for you to accept, edit or dismiss. Progress is saved per person.

The setup checklist covers six steps:

• add partner types
• add partners
• invite your team
• connect your CRM
• connect Stripe
• get your first lead

The checklist now sits in the sidebar on every page, collapsing to a small tile when you're away from the dashboard.

The dashboard also shows feature cards, a launchpad of what's available, that you can explore or dismiss.

Set conditions for referred leads from the Auto Approval button on the Referral Form page.

When a partner refers a lead that matches, it moves from Pending to Approved straight away. The partner is told, and rewards and CRM syncs that run on approval fire as normal.

Auto approval only ever approves. Leads that don't match stay pending for your review.

It runs once, when a referral arrives. Leads you add, import or sync from your CRM aren't affected.

Leads now has a Referral Form page where you choose which questions a referral asks, in what order and how each is worded. Changes are live immediately.

The same form is used on:

• each rep's referral page
• quick refer
• Refer a lead in the partner portal
• the Register & Refer widget

Lead Fields is the library of custom fields a lead can hold. Money answers keep the currency they were entered in.

Leads your own team adds can use every lead field you've defined.

• Account mapping accepts a CSV of your customers, opportunities or prospects, and shows CRM sync status with a Sync now button.
• Set the title and description shown when your partner portal link is shared, from General Settings.
• The partner list now has Directory Visibility and Spotlight Status columns and filters, with actions to show or hide partners in your directory.
• Partner directory profiles now include a link to the partner's website.
• Each partner's parent partner is shown in the partners table.
• A This Quarter option was added to date ranges.
• W-9 actions now apply only to US partners. Other partners show N/A.
• Opening a lead that no longer exists shows a clear Not Found page instead of loading forever.
• Partner Discovery has help guides for both the Recommendations and Explore tabs.

Tax Reporting Settings in Payment Settings let US companies enable 1099-NEC reporting and set the reporting threshold.

A new Taxes tab under Payments lists, for each partner:

• W-9 status
• 1099-NEC status
• year-to-date taxable earnings
• tax year

Rewards paid in other currencies show the exchange rate and the value used for reporting.

You can turn the W-9 requirement on or off for an individual partner. Notifications about tax forms link to the Partner Room.

Open Auto Approval from the Partner Application page to set the conditions an application must meet to be approved without review.

Conditions save as you edit them. Before you switch auto approval on, you can test them against a real partner to see the result.

If you turn it on with no conditions, you're warned that every applicant would be approved, and asked to confirm.

A side panel lists recent runs and the partner each one decided.

The Partner Application page is now a form builder.

• Add and reorder questions, and reword built-in fields in your own language.
• Preview the form exactly as an applicant meets it.
• Add a question by searching your fields, or create a new field without leaving the form.

Partner Fields is a new library of the custom fields your partner records can hold. Each partner's answers appear on their profile and can be edited in place.

A partner's approval status now shows as a banner on their profile, so you can review their answers before deciding.

Program tiers have a new detail page and perk editor:

• Perks save automatically, and incomplete perks are flagged instead of being saved half-finished.
• Drag perks to reorder them, and rename a tier inline.
• New tiers can start from a template and include an emblem.
• Preview a perk's conditions against a real partner or lead to see whether it would apply.
• Badge rewards use a searchable picker.

A new Lead Won trigger pays a perk when a referred lead is won. Percentage rewards are calculated from the deal value.

• Account admins can create a monthly invoice that brings every partner invoice from a billing period into one document, with a running total paid.
• Export commissions to CSV, filtered by status.
• Quick refer no longer requires a phone number. A Required Lead Phone setting controls whether it's needed.
• Upload video straight into course lessons. Slide images can now be up to 10 MB, up from 2 MB.
• Search the pipeline board, filter it by assigned team member, and set the assignee when adding a partner.
• Conditions now save dates as the day you picked, accept False as a value, and show option names instead of ids in summaries.
• Mark all as read works again in notifications.
• A commission's paid date can no longer be set in the future.
• Fixed oversized badge images.

Partner, partner rep and team invites now share one flow. Paste a list of emails, set options such as partner type for each person, and send.

After sending, you see an honest result for every row: sent, duplicate, invalid email, or already invited.

Pending invites can be resent from a row action or in bulk on the Users and Partner Reps lists, and from a rep's page. People who were invited recently or have already joined are skipped and counted.

Many pages now have a dismissible help banner and a help button that explains the feature and links to its documentation. This includes Invoices, Payments, Agreements, Program Tiers, Badges, Events, Courses, Coupons, Account Mapping, the Pipeline, and Lead and Partner Attributes.

When a feature has nothing in it yet, you see a getting-started guide with the setup steps that matter, instead of an empty table.

Search and filter controls stay hidden until there's something to search.

Partner types are now managed as cards. You can create a type from a template or with your own name.

Each type can set a default agreement and a default tier. New partners of that type pick both up automatically.

When you change a type's default, you're offered the chance to apply it to existing members. A preview shows who changes and whether anyone will need to sign again. You can choose whether to override tiers and agreements that were set by hand.

The Partners table has a Tier column, a tier filter, a Manage Tier action, and bulk Set Tier and Reset Tier actions.

• Leads can now be marked Churned.
• A partner's page shows the rewards of their current tier.
• A new portal setting can stop partners from deleting leads.
• The custom lead fields editor was rebuilt with a live form preview, drag-to-reorder, and CRM mapping in the same dialog.
• The Event Calendar, Register, Register & Refer, and Partner Directory widgets were rebuilt. Each has a live preview, autosave with a clear save status, and a ready-to-copy install snippet.
• Filter partners and leads by the team member they're assigned to.
• Export partner reps to CSV.
• Salesforce can now connect to a sandbox org. The CRM settings page lists any connection problems and how to fix them. Partner Manager Name can be mapped to a CRM field.
• Fixed how NPS scores are calculated in surveys.

Creating a flow now starts with a guided wizard and a gallery of templates, with popular ones marked.

When you choose a template, its email steps come pre-filled with the built-in email for each event, so a new flow is ready to review rather than build.

New triggers:

• Survey completed, added in June.
• Partner rep invited, added in August.

Partner reps register deals from a new Deals board in the partner portal. Each deal has its stage, value and expected close date.

You follow along from the Deals page in Partner.io, with a message thread on every deal.

When a deal closes, it's recorded as a lead, and if you have a CRM connected it syncs there too.

Deal registration is enabled per account. If you don't see Deals in your navigation, it isn't turned on for you yet.

Agreements now live in a library. Each agreement shows how many partners and partner types use it, and one is marked as your default.

Create a new agreement from a template or from blank. The editor includes a menu for inserting variables, such as partner details, into the text.

Set a default agreement for each partner type, then assign it to that type's existing members.

Partner reps who don't need to sign show No agreement. The Terms Signed column is hidden when agreements are turned off.

• Stripe coupon settings let you show partner reps all of your coupons or only the ones you select. Disconnecting Stripe now also prompts you to remove the installed app.
• A new setting hides the Create Lead buttons in the partner portal.
• You can now add and edit event attendees.
• Start a new survey from a template.
• Referral Leads is now called Partner Introductions.
• Newsletters no longer include pending partners when Prospective Partners is off, and the partner rep picker now searches your full list.
• Empty pages across the app now explain what each feature does and how to get started.

Deal Surround helps you bring partners into a deal you're already working.

Enter a prospect's domain, or paste any URL from their site. You'll see the partners connected to that account, ranked, with a profile and match reasons for each.

Partners already in your program are marked, and you can create a lead with them straight from the result.

If we don't have enough data on the account yet, we start researching it so you can check back later. The feature was previously called Deal Targeting.

Deal Surround is in beta and available on plans that include Partner Discovery.

Partner Discovery now shows ranked recommendations next to a full company profile. Each one includes a match score, an AI-written summary, and the evidence and signals behind the ranking.

Companies with a reachable partnerships contact are marked as an easy intro. Companies already in your network are marked too.

Start prospecting adds a company to your partner pipeline. Thumbs up or down on any recommendation tells us how good it was.

A new page also lets you browse and search the company database yourself. It later became the Explore tab of Partner Discovery.

Partner Discovery is available on plans that include it.

Announcements can be saved as drafts or scheduled for a publish date and time in a time zone you choose.

You can narrow the audience by partner type and tier, then by specific partners and specific partner reps. The audience size updates as you go.

You can attach an event or a survey to an announcement. For surveys, you can show the announcement only to partners who haven't completed it yet.

Payments now opens on a dashboard with three lanes:

• Commission Approval: approve or reject pending commissions, one at a time or in bulk.
• Invoice Scheduling: invoice approved commissions and SPIFFs now instead of waiting for the next cycle.
• Invoice Payout: mark invoices paid or pay them, with overdue invoices at the top.

Each lane shows its total and lets you change automation and payment scheduling in place.

Payment and invoice statuses were renamed for clarity: Approved, Rejected, Invoiced, Outstanding and Payment Processing. Tables now group Due, Paid and Created dates together.

Commission Auto Approval approves commission payments that meet the conditions you set. Each commission's detail drawer shows the latest auto approval attempt.

Invoice Auto Pay pays invoices that meet your conditions, such as an invoice total below a set amount. A sensible default condition is filled in when you first open it. Each invoice's detail page shows the latest auto pay attempt and, if it didn't pay, which condition it missed.

Both are configured in Payment Settings. The commissions table now also shows the invoice each commission was bundled into, with a link to it.

• Suspend and reactivate partner reps from the reps list or a rep's page, and filter reps by status.
• Swedish krona (SEK) is now a supported currency.
• Commission and SPIFF tables show which partner each payment belongs to, and you can filter by partner.
• The Coupons page no longer requires beta access.
• The Products condition in perks is hidden when no CRM is connected, since it can't match anything without one.
• Fixed an issue where two events could end up with the same URL.

The Shopify settings page is now organized into tabs: Overview, Installs, Orphans, Suggestions, Apps, Links and Sync.

• Overview shows key totals, recent sync health, and a banner when the connection needs reauthorizing. From here you can also queue a 30-day backfill.
• Each install opens a detail view with its attribution, lifecycle, payments summary and full match history.
• Installs can be filtered by app, match quality, lifecycle, partner and whether they're attached to a lead.

Leads connected to a Shopify store show the store and its installs on the lead.

You can turn on two-factor authentication from 2FA Settings. Once it's on, signing in asks for a code from an authenticator app.

Admins can also enforce two-factor authentication for partners from company settings, so every partner rep signing in to your portal uses it.

Connect your Tango account from the Integrations page to start sending gift cards to partners.

Gift cards have their own Gift Cards tab under Payments. They are also available as a reward type when you build program tier perks.

If Tango isn't connected, the gift card options explain what's needed instead of showing a form that can't be sent.

A new payout setting in Payment Settings lets you pay either partners or individual partner reps.

When you pay reps, invoices name the partner rep they belong to, both in the invoice list and on the invoice detail page.

This suits programs where individual referrers, not their employer, are the ones being rewarded.

• Badges can now be awarded as a perk reward in program tiers.
• Promo codes no longer require beta access.
• The attribute table was reworked, and you can filter the leads list by attribute.
• Account mapping CSV uploads accept a mobile number column, each matched company has a contacts view, and partner profiles link back to account mapping.
• In the flow builder, adding another condition no longer resets the choices you already made, and invalid connections are cleaned up before a flow is saved.
• Checkbox values on lead details now display correctly.