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Partner Portal - Custom Rooms

What Are Custom Portals?

Custom portals let you build tailored partner experiences using simple building blocks. Instead of one-size-fits-all rooms, you create exactly what your partners need.

Portals vs Rooms

  • Portal = The complete workspace partners see when they log in

  • Room = A single section in the portal (like a page)

Each portal has multiple rooms - some pre-built, some custom.

Room Types

Pre-defined Rooms - Standard rooms with built-in features:

  • Overview, Leads, Deals, Resources, Contacts, Messages, Brand Guidelines, Shared Files, Projects, Distributor Partners

Custom Rooms - Build your own using blocks

Table of Contents

Enable/disable a table of contents block which sits to the right of your room for partners to easily navigation longer room pages.

Building Blocks

Custom rooms use three types of blocks:

Content Blocks

Text Block

  • Rich formatted text

  • Use for: instructions, guidelines, FAQs, announcements

Introduction Block

  • Profile with photo, name, bio

  • Use for: team intros, company profiles

Analytics Block

  • Charts and performance data

  • Use for: dashboards, KPI tracking

Interactive Blocks

Action Bar Block

  • Clickable buttons for quick actions

  • Use for: submit lead, view deals, navigate to other rooms

Banner Block

  • Company branding and headers

  • Use for: welcome messages, branded sections

Tasks Block

  • Checklists partners can complete

  • Use for: onboarding steps, certification requirements

Goals Block

  • Progress tracking towards targets

  • Use for: sales quotas, learning milestones

Advanced Search Block

  • Allows your partners to search the partner portal for resources, leads, deals, projects and more.

Link Block

  • Simple links to internal or external pages

  • Use for: quick navigation, resource access

Media Blocks

Image Block

  • Photos, screenshots, diagrams

  • Upload or link images and gifs

Video Block

  • Embedded videos

  • Supports YouTube, Vimeo, Loom

Document Block

  • PDFs and downloadable files

  • Shows file info and download button

File Block

  • Upload multiple files to one block which can be downloaded by your partners

  • Support all files types such as pptx, xlsx, csv etc.

Embed Block

  • External tools and dashboards

  • Use iframes to integrate anything

Creating Custom Rooms

  1. Go to Portals → Create Room

  2. Select partner type (if you have multiple)

  3. Choose Custom Room or Custom from Template

  4. Name your room

  5. Add blocks from the sidebar

  6. Configure each block

  7. Arrange blocks in the order you want

  8. Set access controls

  9. Publish when ready

Using Templates

Save any custom room as a template for reuse. Templates include all blocks and their settings.

Common Use Cases

Referral Partners - Success Centre

  • Analytics: referral metrics

  • Action Bar: submit referral button

  • Goals: monthly targets

  • Text: best practices

  • Document: referral guidelines

Resellers - Sales Hub

  • Documents: pricing and specs

  • Videos: product demos

  • Action Bar: sales tools access

  • Tasks: sales activity checklist

  • Analytics: pipeline and revenue

Implementation Partners - Project Centre

  • Tasks: implementation checklist

  • Documents: technical specs

  • Action Bar: project management tools

  • Embed: project timeline

  • Text: project status updates

Training Partners - Certification Portal

  • Tasks: training modules

  • Videos: course content

  • Goals: certification progress

  • Documents: certification guides

  • Action Bar: schedule exam

Best Practices

Keep It Simple

  • Start with 3-5 blocks

  • Focus on one purpose per room

  • Remove unused content

Think Like Your Partner

  • What do they need most often?

  • What takes too many clicks?

  • What causes confusion?

Test and Iterate

  • Preview as a partner would see it

  • Launch with a pilot group

  • Monitor which blocks get used

  • Remove what doesn't work

Mobile Friendly

  • Keep text short

  • Make buttons easy to tap

  • Test on phones

Partner Types

If you have different partner types (referral, reseller, distributor), each type gets its own set of rooms. Partners only see rooms for their type.

Next Steps

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