Customize partner portal dashboard
To edit how the partner portal dashboard looks like:
- Log in to Partnero.
- Go to Programs and choose the program you'd like to work with.
- Go to Preferences under Partner portal.
- Open the Pages tab and click on Dashboard.
Two sections will be displayed by default:
- Link sharing and affiliate data: this section displays the main performance metrics and the affiliate URL. It cannot be removed from the dashboard.
- Recent activity: shows the most recent signups and sales. This section can be deleted or re-arranged.
To customize the dashboard, you can add the following blocks:
- Text block: share announcements, company news or important information.
- Content block: add images, titles and descriptions and buttons with links.
- Links: share links to important articles.
- Recent activity: shows the most recent signups and sales
All these blocks can be added, removed and re-arranged. All changes will be live immediately after you click Update.
Here's a Content block example and instructions on how to achieve it:
- Go to Preferences under Partner portal.
- Open the Pages tab and click on Dashboard.
- Click Add Resource and select Content block:
- Add title and description (optional, not added in the example).
- Click Add content block under Content and toggle Display blocks in columns:
Here you can add as many content pieces as you need. The example above has two blocks added.
- Enter the title, text, button name and URL for each content piece you'd like to share. You can also upload an image (optional):
- Click Update.
The added blocks will be visible to your partners immediately. You can add, edit and remove them at any time.