Creating and using Custom Navigation items

  • Updated

Who is this article for?

This article will be useful if you are using PartnerStack to manage your partner program, partners, payments, and more.

Custom navigation overview

All partner portals within PartnerStack contain program-specific navigation items like Links, Referrals, Resources, and Messages. These provide important pieces of the partner experience and enable them to partner with your program successfully.

If you wish to customize the partner experience and provide easy access to important resources, you can add up to 2 custom partner navigation items.

Adding a custom partner navigation item can help you to create a welcoming and effective program experience for your partners, and ensure that your partners are getting access to tools and information they need easily within their portal.

Other ways to customize your partners' experience:

Creating custom navigation items

Custom partner navigation items allow you to add a publicly hosted URL into your partner portal's navigation, which provides easy access to commonly requested items such as FAQ pages and resources.

To create a custom navigation item, ensure your URL is for a publicly hosted document that you want to share with your partners and full administrator permissions within your account.

You can create up to two custom partner navigation items for your partner portals. They can be targeted to partners in specific groups, multiple groups, or all groups. 

Once a custom partner navigation item is created, it will be added to the bottom of the program-specific navigation within the partner's dashboard, underneath Messages.

Here is how a "Terms of Service" custom navigation item appears in the partner portal:
PartnerStack_2022-10-24_12-09-21.png

To create a custom navigation item:

  1. Log into your PartnerStack account
  2. Select Settings in the menu on the left-hand side
  3. Select Features in the menu that appears along the top
  4. In the "Configure features" list, click on "Configure" next to Custom partner navigation items
    Monosnap+Features+2024-04-09+09-17-39.png
  5. On the Custom partner navigation items page, click "View" next to the custom nav item you would like to create, or update
    Screenshot 2024-04-09 at 9.19.37 AM.png
  6. Enter the following details:
    1. Name of navigation item - what your partners will see in their navigation. 25 characters max.
    2. Destination URL - where the partners will land when clicking the item. Must be a publicly hosted URL, and must start with http:// or https://.
    3. Which partners will see this item in their dashboard navigation? Select which partners you wish to have access to this navigation item. You can choose from:
      • All current and future partners
      • Specific group(s) (up to 32 groups)
  7. Click "Save"
    Monosnap+Features+-+Partner+Navigation+Item+2024-04-09+09-21-48.png

Editing custom navigation items

Once you have created a custom navigation item, you can edit its content at any time by navigating back to your "Custom partner navigation items" page, and clicking "View".

You can update the navigation item, name, and destination URL, enable or disable the URL opening in a new tab, and update the groups assigned to the navigation item. 

Removing custom navigation items

To remove a custom navigation item:

  1. Log into your PartnerStack account
  2. Select Settings in the menu on the left-hand side
  3. Select Features in the menu that appears along the top
  4. In the "Configure features" list, click on "Configure" next to Custom partner navigation items
  5. On the Custom partner navigation items page, click "View" next to the custom nav item you would like to delete
  6. On the right-hand side of the page, click "Remove navigation item" and click "Delete" in the prompt that opens

Tracking custom partner navigation items activity

You can get data and reports on custom partner navigation items by adding UTMs to the destination URL of the partner navigation item. We do not provide in-app reporting for partner navigation item link activity at this time, but appending UTMs to the destination URL will allow you to access data outside of PartnerStack.

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