Referral partner program portal
Keep a referral partner's leads, earnings, certification, co-marketing and quarterly plan in one portal with a separate channel-team area.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Sales, Client services, Marketing
- Use case
- Client portals, CRM and sales, Training and programs
- Tags
- Partner program Sales collaboration Partner portal
- Includes
- 19 app surfaces
Template preview
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Included items
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Academy Admin
App · Embedded across portal routes
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Academy
App · Embedded across portal routes
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Partner Deals Admin
App · Embedded across portal routes
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Partner Deals
App · Embedded across portal routes
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Dashboards Admin
App · Embedded across portal routes
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Dashboards
App · Embedded across portal routes
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Forms Admin
App · Embedded across portal routes
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Forms
App · Embedded across portal routes
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Client Profiles
App · Embedded across portal routes
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Onboarding Admin
App · Embedded across portal routes
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Onboarding
App · Embedded across portal routes
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Project Chat Admin
App · Embedded across portal routes
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Project Chat
App · Embedded across portal routes
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Tasks Admin
App · Embedded across portal routes
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Tasks
App · Embedded across portal routes
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Files Admin
App · Embedded across portal routes
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Files
App · Embedded across portal routes
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File Request Admin
App · Embedded across portal routes
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File Request
App · Embedded across portal routes
Overview
What this template supports
A partner portal for a workflow platform's referral program. The inset sidebar takes Northgate through referrals, leads, earnings, academy courses, shared files, co-marketing, quarterly planning, support and onboarding. Public join and directory pages sit alongside a channel-team area for reviews, applications and scorecards. The portal includes Light, Dark and Futuristic themes and links to five program documents.
- Referral and lead views with a partner earnings area
- Partner academy, library, file requests and onboarding
- Co-marketing brief and quarterly partner plan
- Channel-team deal desk, applications and scorecard
- Signal, Night signal and Partner mesh themes
How to use this template
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Review the referral journey
Open the live portal, follow a referral from the partner view through its rules, lead status and earnings.
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Map the partner program
Replace the program's tiers, referral rules, commission terms and approval owners with your own reviewed terms.
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Set access for each audience
Decide which partner and channel-team pages to publish and verify embedded app permissions before inviting users.
Frequently asked questions
What does this portal organize?
It brings a referral partner's referrals, leads, earnings, academy, library, co-marketing and quarterly plan together with a separate channel-team area.
Who works in the partner and channel-team areas?
The partner uses the referral, enablement and planning pages. The vendor's channel team uses the deal desk, academy administration, applications, scorecard and review pages.
Which program documents are shown?
The site has routes for the partner guide, referral rules, co-marketing brief, quarterly plan and an internal referral review procedure.
How are referrals and earnings followed?
The Referrals area links to Leads and Earnings. The program guide explains tiers and commission, while the rules page explains referral ownership and lead response.
Which themes are available?
Signal is the Light theme, Night signal is Dark, and Partner mesh is Futuristic. The site opens in Signal.
What should be checked before using the portal with partners?
Review program terms, owners, access rules and embedded app permissions. Public site pages and embedded app access are separate.
Related templates
Partner program guide: tiers and commission
Explain referral commission, partner tiers and progress toward the next tier in one guide.
View template
Referral rules of engagement
Set referral acceptance, customer ownership and lead-response rules for a partner program.
View template
Co-marketing campaign brief
Plan a partner webinar with one audience, message, approval path and follow-up measure.
View template
Quarterly partner plan with RelayWorks
Turn referral results, certification and co-marketing into a shared quarterly partner plan.
View template
Referral review procedure
Give vendor partner operations a consistent process for referral ownership, offered leads and commission review.
View template