Keep partners informed, motivated and selling
Recognise partners with tiers and badges, inform them with announcements and courses, and give them ways to take part with events and surveys, and keep agreements, marketing material and assets in a Partner Room. All of it inside the portal they already use, and on your own website through widgets.
Partners forget you exist between deals
A partner who hears from you only when a commission is late is not going to lead with your product. Program changes, launches and enablement need a channel that reaches the right partners and shows you who read it.
The Engagement Hub puts announcements, newsletters, surveys, events, training and rewards in one place, targeted by partner type and tier, with read receipts and responses you can act on.
Announcements.
- 24 Sep Partner kickoff 2026
- 08 Oct Selling the reporting suite
Six ways to reach partners, all inside the program
Announcements
Rich announcements in the portal, typed General, Urgent, Event, Survey, Newsletter or Welcome, targeted by partner type and tier, pinned or scheduled, with read tracking.
Newsletters
Email newsletters with audiences by partner, type, attribute or prospect stage, sent once or on a schedule, from your own verified domain.
Surveys
Start from templates such as NPS, onboarding feedback and quarterly business review. Versioned, targeted, with responses charted by partner.
Events
Host webinars and meetups with a branded page, sessions, speakers, tickets and invitations, or log an off-platform event so its leads are attributed.
Partner Room
Storage for everything a partner needs: signed agreements and tax forms filed automatically, marketing material, decks, brand assets and links. Lock any folder or file to particular partners.
Program tiers and badges
Rewards that partners can see: the tier they are on, the perks it carries and the badges they have earned, all on their portal dashboard.
Put the program on your own website. Each widget is a single element plus a script tag, styled in Partner.io with your colours, sizes and layout, then pasted onto any page.
- WidgetPartner Directory
- What it embedsYour approved partners with a logo, searchable and filterable by partner type and tier, styled to your brand.
- WidgetRegister form
- What it embedsYour partner application form, embedded on your site. Questions load live from your form; applications land in your review queue.
- WidgetRegister & Refer form
- What it embedsOne form that signs a visitor up as a partner and captures the lead they refer, in a single submission.
- WidgetEvent Calendar
- What it embedsYour published, upcoming events with registration, soonest first, dropping off automatically once they start.
One place for agreements, marketing material and assets. The Partner Room is the storage behind your program.
Signed partner agreements and tax forms are filed into their own folders automatically, and your team adds decks, one-pagers, brand assets, videos and links alongside them. Every folder and file can be restricted to particular partners, a partner type or an attribute, and permissions on a folder cover everything inside it. Partners see only what they have been granted, and can upload into a folder of their own that only they and your team can open.
Partner Room. Storage for what partners need: agreements and tax forms filed automatically, marketing material, decks and assets. Lock any folder or file to a partner, a partner type or an attribute. Open a folder.
| Name | Type | Permissions | Files/Downloads | Last Updated | |
|---|---|---|---|---|---|
| Partner Agreements | Folder | One partner per file | 4 | 16 Sep, 2026 | |
| Partner Tax Forms | Folder | One partner per file | 3 | 3 Sep, 2026 | |
| Marketing Material | Folder | All partners | 4 | 9 Sep, 2026 | |
| Brand Assets | Folder | All partners | 12 | 21 Jul, 2026 | |
| Sales Decks | Folder | Reseller partnersTier: Gold | 3 | 1 Sep, 2026 | |
| Brightline Agency | Folder | Brightline Agency | 2 | 11 Sep, 2026 | |
| Partner program guide.pdf | All partners | 340 | 18 Aug, 2026 | ||
| Demo environment | Link | Agency partners | 88 | 5 Aug, 2026 | |
| Logo pack.zip | Archive | All partners | 127 | 21 Jul, 2026 |
- Agreements and W-9 or 1099 forms filed automatically, each visible only to its partner
- Restrict a folder or file to a partner organisation, a partner type or an attribute value
- Downloads are counted per partner, with preview and copy-link on every file
Run partner events end to end, or just attribute the leads. Build an event with details, sessions, speakers, sponsors, tickets and a designed public page, invite partners and track who accepted.
Or log an event you ran elsewhere so the leads it drove are attributed to it.
Events.
Published
Published
Draft
Past- Draft, Published and Past lifecycle with unpublish for edits
- Attendee import and CSV export
- Invitation, welcome and reminder emails per event
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
Questions about this capability
- Who sees an announcement?
- The partners you target by partner type and program tier. Pin one to keep it at the top of the portal dashboard, attach an event or survey, and optionally send an email notification.
- Can newsletters go to prospective partners too?
- Yes. Audiences can be partners by partner, type or attribute, and prospective partners by pipeline stage, with separate switches for each.
- Can I edit a survey after publishing?
- Yes. Surveys are versioned, so you can revise one and revert to an earlier version, and responses are charted by partner.
- Can events take payment?
- Ticket classes with prices, quantities and sale windows are supported, and payment instructions are shown to attendees. Online payment for event tickets is not processed by Partner.io.
- Do widgets need re-embedding when content changes?
- No. Partners, events and form questions load live each time the page is viewed. Only styling is baked into the snippet, so copy it again after you restyle.
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [04]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [05]AutomationFollow-ups and approvals that run on rules you set once.
- [06]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
- [07]Engagement HubAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [08]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.