Add program overview to partner dashboard

Give affiliates a clear picture of your program directly on their dashboard. The program overview block displays commission details, payout information, and custom content sections — so partners know exactly what they earn and how the program works, without leaving the dashboard.

Partners will see a summary that can include:

• Default or tier-based commission rates

• Cookie duration

• Payout schedule, methods, and threshold

• Collapsible content sections (Product overview, Who it's for, Why promote us, Program guidelines)

• A button linking to the Resources page

How to add program overview to partner dashboard

To add a program overview block to the affiliates' partner dashboard:

1. Open your program and navigate to Partner portal under Affiliate.
2. Select thePartner dashboard tab, Dashboard content section.
3. Click Add resource and select Program overview.
4. Configure the block:
   1. Add a title anddescription.
   2. Fill in any of the four optional content sections — Product overview, Who it's for, Why promote us, and Program guidelines. Each section supports rich text and an optional icon.
   3. Toggle the information you want to display:
   4. Show commission summary — displays the commission structure from program settings.
   5. Show cookie duration — displays the referral cookie lifetime.
   6. Show payout info — displays payout schedule and available methods.
   7. Show additional tiers — displays tiers, bonuses, product and goal commissions when available.
   8. Show Resources button — displays a button linking to the Resources page in the header.
5. Click Update to publish.

Note: Only one program overview block can be added per dashboard.

Partner portal view

When added, affiliates will see the program overview block on their dashboard.

The program overview block displays:

• Commission summary at a glance — the partner's current or default commission rate, prominently displayed.

• Additional commission details — tiers, per-sale bonuses, product-based commissions, goals, period-based commissions, and multi-level commissions (when available and enabled).

• Program details — cookie duration, payout schedule, payout methods, payout threshold, and referred clients threshold.

• Content sections — collapsible accordion-style sections where partners can read about the product, target audience, selling points, and program guidelines.

• Resources button — a quick link to the Resources page for additional materials.