Partnership and Member properties

Who is this article for?

This article will be useful to you if you are looking to collect and store additional information about your partners and the individual members within their teams.

Properties overview

Properties allow Program Managers to create and manage custom data fields for their partners and partner members directly within the PartnerStack portal.

This feature is split into two types:

• Partnership properties: These are fields that apply to the entire partner organization (e.g., "Partner Notes," "CRM ID," "Source").
• Member properties: These are fields that apply to individual members within a partner's team (e.g., "Role," "Job Title," "Contact Phone Number").

This allows you to store critical, business-specific information and replace the need for external spreadsheets. You can provide richer context for your internal team, control what partners see, and sync this data with your CRM via the PartnerStack API.

With custom properties, you can

• Store unique data points on a partner or member record
• Configure fields as Required or Hidden from partners
• Allow partners to fill out non-hidden properties in their "My Profile" tab
• Link Partnership properties directly to your group application forms
• Access and update all property data via the PartnerStack API

How to configure properties

First, navigate to the main Properties configuration page:

1. Go to Settings in your left-hand navigation
2. Click on the Features tab
3. Find Properties in the list and click "Configure"

From here, you will see tabs for Partnership, Member, Customer, and Application.

To create a partnership property

1. Select the Partnership tab
2. Click the "+ Add partner properties" button
3. In the "New partner property" drawer, configure the following:
   • Type: The type of data this field will hold
   • Label: The display name for your new field
   • Set a default value (Optional): Pre-fill the field with a value
   • Additional Settings:
     • Required: Check this if partners must fill out this field in their profile
     • Hidden: Check this to hide the field from partners. This is useful for internal notes or data synced from your CRM
4. Click "Add field" to save

To create a member property:

1. Select the Member tab
2. Click the "+ Add member property" button
3. In the "Add member property" drawer, configure the following:
   • Type: The type of data this field will hold
   • Label: The display name for your new field
   • Additional Settings:
     • Required: Check this if the field is mandatory
     • Hidden: Check this to hide the field from partners. This is for internal-use fields only
4. Click "Add field" to save.

Property types

You can choose from several field types to collect the right data:

• Input: A small text field
• Email: A field formatted for an email address
• Text area: A larger text field for longer notes
• Dropdown: A list of options to choose from
• Checkbox: A toggle option
• Country: A dropdown list of all countries
• Region: A text field for state, province, or city
• Date: A date picker
• Currency: A field formatted for monetary values
• Number: A field for numerical data
• URL: A field formatted for web links
• Phone number: A field formatted for phone numbers

How to view and update property values

You can update values for both Partnership and Member properties manually at any time.

For partnership properties:

1. Navigate to All partners and click on the partner you wish to edit
2. On the partner's detail page, click on the Partner properties card
3. In the Edit partner properties modal, update the values and click Save

For member properties:

1. Navigate to All partners and click on the partner
2. On the partner's profile, click the Members tab
3. Click on the specific member you wish to edit
4. In the member's detail view, click the "Edit" (pencil) icon to open the "Edit member properties" modal
5. Update the values and click Save

You can also update partnership property values in bulk via Partner Import or programmatically using the API.