New partner onboarding
Partnero allows you to enable custom onboarding cards for new partners. The onboarding process has three main steps:
- Welcome message.
- My profile review (default).
- Closing message.
To set up welcome and closing messages:
- Go to Programs and open the program you’d like to work with.
- Navigate to Preferences under Partner portal.
- Go to Pages and then Onboarding.
Step 1: Welcome message
This section contains Title, Description, and Button text fields. Your goal here should be to welcome new partners and tell them a bit more about what they should expect. Example below:
After this step, your partners will be shown the “My profile” section (Step 2), where they will be able to review and edit any personal information if needed. This step does not include editable sections.
Step 3: Closing message
This message will be shown at the very end, as the last step before your partners proceed to the partner portal. You can share some tips, your contact details, or anything else you think would be important or helpful.
This message will be shown at the very end, as the last step before your partners proceed to the partner portal. You can share some tips, your contact details, or anything else you think would be important or helpful.
Make sure to click Update after you make any changes!
Now that your onboarding is ready, make sure to enable it:
- Go to Settings under Program.
- Scroll down to the Other section.
- Toggle “Enable onboarding description for new partners”.
- Click Update.
Here's an example of how the onboarding cards look like on the partner portal:
Step 1: Welcome message
Step 2: My profile section
