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Partner programs are the top-level structure you use to segment and manage the partners in your ecosystem. Each program groups partners who operate in the same way — for example, all referral partners in one program and all resellers in another — giving you a clear, organised view of every relationship and making it easy to tailor benefits, rewards, and portal experiences for each group.

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Why programs matter

When you run multiple go-to-market motions, treating every partner identically creates noise. Programs let you define distinct rules for each motion so that a referral partner sees a referral-specific portal, earns referral-specific rewards, and signs program-specific terms — without any confusion spilling over from your reseller program.

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Tiers and levels within a program

Inside a single program you can create multiple tiers — commonly called Bronze, Silver, and Gold — each with its own:
  • Requirements — the performance thresholds a partner must hit to qualify
  • Benefits — the perks or resources unlocked at that level
  • Rewards — the commission rates or bonuses attached to the tier
This lets a single “Referral Program” scale from a basic entry tier all the way up to a high-commitment elite tier, without needing separate programs.

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Partner Types vs. partner programs

Programs and partner types are complementary, but they solve different problems.
If you don’t need to distinguish the specific type of partner within a program, you can safely ignore partner types. They’re entirely optional.

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What you can configure per program

Every program has its own set of settings you can customise independently:
  • Automated emails — send acknowledgement emails when a partner applies, is accepted, or is rejected
  • Terms & Conditions — link your T&Cs so partners must accept them before accessing the portal for the first time
  • Portal feature flags — control whether partners in this program can submit leads, register deals, update deals, or change deal stages
  • Application form — connect an external sign-up form so prospects can apply directly to this program
  • Partner types — attach one or more partner types to partners in this program for extra granularity
You access all of these settings by going to Programs, selecting a program, and clicking the Settings tab.

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Next steps

Create a Program

Follow the step-by-step guide to create your first partner program and customise its settings.

Partner Types

Learn how partner types differ from programs and how to add, rename, or reorder them.

Invite Partners

Add partners to a program manually or let them apply through a sign-up form.

Partner Prospection

Track potential partners through a pipeline before they become active.