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Engage

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.

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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.

Engage, in the Partner.io sidebar, 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.

Announcements
UrgentPinnedSep 05Pricing update from 1 OctoberOur new packaging goes live next month. Here is what changes for the customers you refer, and how commission is calculated on the new plans.
EventSep 02Partner webinar: selling the new reporting suiteJoin the product team on 24 September for a 30-minute walkthrough and Q&A. Recording shared afterwards.
SurveyAug 28Two minutes on onboardingTell us what would have made your first month easier. Every response is read by the partnerships team.
ResourceAug 20New one-pager for retail prospectsA refreshed overview deck and a case study you can forward to prospects in retail.
Upcoming events
  • 24 Sep Partner kickoff 2026
  • 08 Oct Selling the reporting suite
Your tier
Certified15% revenue commission
Inform and engage

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.

Widgets

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.
Partner Room

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.

Partner Room
Create FolderUpload
Search Folder
NameTypePermissionsFiles/DownloadsLast Updated
Partner AgreementsFolderOne partner per file416 Sep, 2026
Partner Tax FormsFolderOne partner per file33 Sep, 2026
Marketing MaterialFolderAll partners49 Sep, 2026
Brand AssetsFolderAll partners1221 Jul, 2026
Sales DecksFolderReseller partnersTier: Gold31 Sep, 2026
Brightline AgencyFolderBrightline Agency211 Sep, 2026
Partner program guide.pdfPDFAll partners34018 Aug, 2026
Demo environmentLinkAgency partners885 Aug, 2026
Logo pack.zipArchiveAll partners12721 Jul, 2026
This screen
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.

  • 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
Events

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.

Events
Search events...FiltersSortCreate event
Published
Partner kickoff 202624 Sep 2026 · Online 42 registered
Published
Selling the reporting suite08 Oct 2026 · Webinar 18 registered
Draft
EMEA reseller day12 Nov 2026 · London 0 registered
Past
Q2 partner summit14 May 2026 · Austin 96 registered
  • Draft, Published and Past lifecycle with unpublish for edits
  • Attendee import and CSV export
  • Invitation, welcome and reminder emails per event

Updates that reach the right partners.

Announcements targeted by partner type and tier, newsletters on a schedule, surveys and events with registration.

UrgentPricing change on 1 Oct· Agency partners · Gold tier · 42 read

One place for agreements and assets.

The Partner Room stores signed agreements, tax forms, decks and brand assets, with folders and files locked to particular partners.

Sales Decks· 3 filesReseller partners only
“After evaluating several solutions for our partnership programme, we chose Partner.io and have been delighted with the results. Since implementation, we've seen a 40% increase in sales attributable to the platform, making it a key driver of our commercial growth.”
Matthew JohnsonDirector of Revenue Operations, Clearer.io
FAQ

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.
Guides and templates

Running this part of your program? Free guides and templates on the same topic.

Platform

Every part of the program, in one system. Pick up where this page leaves off.

  1. [01]Partner portalWhere partners find their next step, their leads and what they have earned.
  2. [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
  3. [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
  4. [04]Tax complianceCollect W-9s before payouts, track the 1099 threshold and generate 1099-NEC forms at year end.
  5. [05]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
  6. [06]AutomationFollow-ups and approvals that run on rules you set once.
  7. [07]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
  8. [08]Partner engagementAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
  9. [09]User referralsLet your users refer other companies from inside your product, and pay them automatically.
  10. [10]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.

Partnerships without the chaos.

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