Custom Partnership Fields

  • Updated

Who is this article for?

This article will be useful to you if are a company on PartnerStack looking to collect information on your partners. 

What are partner fields?

Partnership fields provide a way for you to collect information about your partners and store that information within PartnerStack or send it out to a CRM.

Once you have created your partnership fields in your company dashboard, they will be available for your partners to fill out in their dashboards.

This will enable you to collect important information about your partners in a format that can change over time.

Collecting this information will allow you to understand your partners better, and use that data to scale revenue and improve partner activation. You can collect and store important information about partners beyond preliminary information collected in an application form, and update that information as things change.

How to use partnership fields

If you are not currently using partnership fields, reach out to your customer success manager to activate this feature, and for guidance on how to best use partnership field information to reach your partnership goals.

To create a partnership field:

  1. Navigate to your Settings > Features tab

  2. Next to Partner Fields click "Configure"

  3. Click "Add form field" and select your desired field type

  4. Add a label to the field and mark the field as required or hidden 
    1. If adding a drop-down or checkbox field, add the options and if desired, select a default option
  5. Click "Add field"

The partner view of partnership fields

Once created, partners will be able to see a tab in their partnership called “My Profile”. Partners can click on the tab to fill out any fields available to them. 

The following 6 input types can be used to collect information on using partnership fields:

  1. Input- a small text field
  2. Text Area - a larger text field
  3. Dropdown- create a list of options the partner can choose from
  4. Checkbox- a toggle option
  5. Country - creates a dropdown list of all countries to be selected from
  6. Region - a small text field that can be used to collect state/province/city information

How to update a partnership field on a partner's behalf

You may want to update a partner’s field for them, and not rely on partners to fill out their own fields 100% of the time. In this case, there are a few ways to do this. You can update partners’ fields through:

  • Manually; by clicking into a partner on the partner list, and clicking “view custom fields”
  • A partner import: partnership fields you have created will show in your partner import as "optional" headers
  • The API

Note: Partners will not get a notification that their field values have been changed.

Partnership fields and applications

Once you create a partnership field, you can also link it to a question on your application(s), so a new partner doesn't have to answer the same question twice, once when they fill out their application, and later in their "My Profile" tab.

To add a partnership field to an application:

  1. Create the partnership field question following the steps above
  2. In your Groups tab, click on your desired group
  3. Click on the group Application tab
  4. On an existing or new application click "Add form field"
  5. In the drawer view that opens, click "Link to existing partnership field"
  6. Select the partnership field you would like included on the group application
  7. Click "Add field"

For more information on creating and customizing your group applications see the Using application forms support guide.

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