Configuring actions in program overview

Who is this article for?

This article will be useful to you if you are managing a partner referral program and are interested in accessing the new API Actions Names settings page. This feature allows you to add a user-friendly label for each action type, ensuring your reports display clear names instead of the API names.

How to change API Actions Names:

  1. Log in to your PartnerStack account
  2. Click into your Settings tab and Features  
  3. Click "Configure API sections"
  4. Enter the new API name and description


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Updating the action name ensures data consistency across your entire program. The new name will immediately display in all Vendor reports and the reports viewed by your Partners.

The Configuration settings page empowers Program Managers to customize the dashboard overview seen by their partners. This allows you to tailor the performance metrics and data presented, focusing partners on the most relevant program statistics.

Partnership stat configuration

This configuration feature allows you to:

  • Select Visibility: Choose which stat tiles are visible to partners using Show/Hide functionality.

  • Control Display: Manage the visibility of various performance metrics, including all Action stat tiles.

  • Set Limits: Enable a maximum of 12 different Action stat tiles to be shown on the partner overview at one time.

How to select and enable action stat tiles

Follow these steps to customize the visible stat tiles on your partners' dashboards:

  1. Log in to your PartnerStack account.

  2. Navigate to your Settings tab.

  3. Click on the Features tab within Settings.

  4. Locate and click the Configure button next to Partner Stat Configuration.

  5. On the configuration page, you can now Show/Hide specific stat tiles by toggling their visibility.

  6. Scroll to the Action stat tiles list and select (or check) the specific metrics you wish to display to your partners.

    1. You can enable up to 12 unique Action stat tiles to be displayed on the partner overview.

  7. Click Save or Update to apply your changes.

The partner's dashboard will immediately reflect your selections, displaying only the enabled stat tiles.

For a video walkthrough demonstrating how to use the Configure Features tool, please see the video linked below: