Custom Rooms: Personalising your Portal
Custom Rooms let you create exactly the partnership experience you need. Instead of using pre-built rooms, you can build your own using simple building blocks - like creating your ideal workspace with the exact tools and information your partners need.
When You'd Use Custom Rooms
Real Examples from Our Customers
Training & Certification Center
SaaS company with complex product
Video blocks with step-by-step training modules
Tasks blocks for certification checklists
Goals blocks to track learning progress
Document blocks with downloadable certificates
Joint Marketing Campaign Hub
Agency partnering on client campaigns
Banner blocks with campaign visuals and messaging
Action bar blocks with links to campaign assets
Tasks blocks for campaign timeline and deliverables
Analytics blocks showing campaign performance
Implementation Support Center
Technical partner helping with customer deployments
Text blocks with step-by-step implementation guides
Document blocks with technical specifications
Tasks blocks for implementation milestones
Embed blocks with support ticket systems
Your Building Block Toolkit
Content Blocks - Information and Documentation
Text Block
What it does: Add any written content with formatting
When to use:
Welcome messages for new partners
Step-by-step process instructions
Partnership guidelines and policies
FAQ sections and troubleshooting
Example: "Welcome to our Partner Program! Here's everything you need to know to get started..."
Introduction Block
What it does: Create professional profile sections with photos
When to use:
Introduce your partnership team
Showcase key contacts and their roles
Partner company profile sections
Executive sponsor introductions
Example: Photo and bio of your Partner Success Manager with contact details
Analytics Block
What it does: Show charts and performance data
When to use:
Partnership performance dashboards
Lead conversion tracking
Commission and revenue reporting
Goal progress visualisation
Example: Chart showing "Your Q3 Performance: 15 leads submitted, 8 converted, $12K commission earned"
Action Blocks - Interactive Tools
Action Bar Block
What it does: Create buttons that do things
Pre-built options:
Submit Lead - Quick lead submission
View Deals - Jump to your deal pipeline
Send Message - Contact your partner manager
Access Training - Go to certification portal
Download Resources - Get marketing materials
Custom options:
Link to your CRM system
Access third-party tools
Jump to specific websites
Navigate between custom rooms
Example: Row of buttons: "Submit Lead | Check Commissions | Get Marketing Assets | Contact Support"
Tasks Block
What it does: Manage to-do lists and checklists
When to use:
Partner onboarding checklists
Implementation project tasks
Certification requirements
Monthly partnership activities
Example: "Partner Setup Checklist: ✓ Complete profile, ✓ Training module 1, ◯ Schedule kick-off call"
Goals Block
What it does: Track progress toward targets
When to use:
Quarterly sales targets
Certification progress
Implementation milestones
Partnership KPIs
Example: "Q4 Goal: Submit 20 leads (Currently: 12/20 - 60% complete)"
Media Blocks - Visual Content
Image Block
What it does: Display photos and graphics
When to use:
Product screenshots
Process flow diagrams
Team photos
Brand imagery
Example: Screenshot showing how to use your partner portal
Video Block
What it does: Embed training or demo videos
When to use:
Product demonstrations
Training tutorials
Partnership success stories
How-to guides
Example: "Getting Started" video walkthrough of your partnership program
Document Block
What it does: Display PDFs and files for viewing/download
When to use:
Partnership agreements
Technical documentation
Training manuals
Marketing collateral
Example: Embedded PDF of your product brochure that partners can view and download
Embed Block
What it does: Include external tools and websites
When to use:
Integrate your CRM or other tools
Embed calculators or forms
Include live chat widgets
Display external dashboards
Example: Embedded ROI calculator for partners to use with prospects
Building Your First Custom Room
Step 1: Plan Your Purpose
Ask yourself:
What do partners need to accomplish in this room?
What information do they need to see?
What actions should they be able to take?
How often will they use this room?
Step 2: Choose Your Blocks
Start simple with 3-5 blocks:
Text block for instructions or welcome message
Action bar block for the main things partners need to do
Document block if they need to access files
Tasks block if there's a process to follow
Step 3: Arrange and Test
Drag blocks into the order that makes sense
Configure each block with your content
Preview the room to see how it looks
Test with a partner to get feedback
Step 4: Refine and Launch
Make adjustments based on feedback
Add your branding colors and styling
Publish the room and make it available
Monitor usage and improve over time
Custom Room Ideas by Partnership Type
For Referral Partners
"Referral Success Center"
Analytics block showing referral performance
Action bar with "Submit Referral" and "Check Status" buttons
Goals block tracking monthly referral targets
Document block with referral best practices guide
For Reseller Partners
"Sales Enablement Hub"
Action bar with links to sales tools and CRM
Document blocks with latest pricing and battle cards
Video block with product demo recordings
Tasks block with monthly sales activities
For Implementation Partners
"Project Management Center"
Tasks block with implementation checklist
Document block with technical specifications
Embed block with project management tool
Analytics block showing project timeline and milestones
For Training Partners
"Certification Portal"
Video blocks with training modules
Tasks block with certification requirements
Goals block tracking learning progress
Document block with certificates and completion records
Room Templates - Reuse Your Best Designs
Creating a Template
Once you build a custom room that works well:
Click "Save as Template" in the room settings
Give it a name like "New Partner Onboarding"
Add a description so you remember when to use it
Choose template type:
Connected: Changes to template update all rooms using it
Duplicate: Creates independent copies you can customise
Using Templates
Browse your template library when creating new rooms
Start with a template instead of building from scratch
Customise as needed for specific partnerships
Share templates with your team for consistency
Example: Create a "New Partner Onboarding" template with welcome text, getting-started tasks, and training videos. Use it for every new partnership, customising the welcome message for each partner.
Making Rooms That Partners Actually Use
Keep It Simple
Start with 3-4 blocks rather than trying to include everything
Focus on one main purpose per room
Use clear, simple language in your content
Make the most important actions obvious
Think Like Your Partner
What's their biggest challenge that this room can solve?
How much time do they have when they visit this room?
What information do they need to be successful?
What would make their job easier?
Test and Improve
Ask partners for feedback on what's useful and what's not
Look at usage analytics to see which blocks get used most
Update content regularly to keep it current and relevant
Remove blocks that aren't being used
Mobile-Friendly Design
Keep text blocks concise for mobile reading
Use action bars instead of multiple individual buttons
Test on phones and tablets to ensure good experience
Make sure documents are readable on small screens
Custom Rooms give you the power to create exactly what your partners need - no more, no less. Start simple, get feedback, and evolve your rooms over time as you learn what works best for your partnerships.