How it works
An experience is built from stages and sections. Stages are the tabs partners see across the top of the portal, and sections are the content blocks within a stage. You add sections from a picker that includes rich text, documents, CRM views, forms, and other blocks, and arrange them visually. The experience is the master layout; when you assign it to a partner, they get a partner portal based on it. You can save a section as a synced section to reuse it across experiences, keeping shared content in one place. When you change an experience, you publish it to push the update to the partner portals linked to it, and you can preview the experience to see exactly what partners will see first.Designing experiences partners actually use
A published portal only drives the program if partners return and act. A few principles help:- Lead with the next action. Put the most important action, like registering a deal or finishing onboarding, at the top of the home tab with a clear call to action.
- Keep each tab focused. Show only what a partner needs and tailor tabs by segment rather than crowding one page.
- Make it personal. Add a partner profile section and tier status so the portal reflects the individual partner.
- Keep it fresh. Use announcements so there is a reason to come back.
Prerequisites
- Write access to experiences to build and publish them.
- A portal that is unlocked (a subdomain or verified custom domain) for partners to reach it.
Settings & configuration
Experiences are built in the experience builder at Experiences; reusable sections live under synced sections.Stages (tabs)
Stages are the portal’s tabs. Add a tab, rename it, set its layout, choose a background color, and reorder tabs. You can hide a tab from the shared view and restrict a tab to specific segments so only some partners see it.Sections and blocks
Sections hold the content within a stage. Add sections from the section picker, which groups options like overview blocks, rich content, asset library items, documents, CRM views, and forms. Arrange and reorder sections to shape the page.Synced sections
A synced section is a saved, reusable section. Maintain it once and insert it into any experience; updates to the synced section flow to where it is used. Synced sections are documented in full under Synced sections.Assigning and publishing
Assign an experience to a partner so they get a partner portal based on it. Publish pushes changes from the experience to the linked partner portals, and you can preview the experience to verify it before publishing.Setup walkthrough
Create an experience
On Experiences, create an experience and name it.
How-to guides
Add a partner profile section
Show each logged-in partner their own details, tier, and key information inside a portal experience.
Build and publish a portal experience
Create an experience, structure it into stages, fill it with sections and calls to action, then assign it to partners and publish.
Embed external content
Embed documents, videos, and meeting schedulers from the providers Introw supports directly inside a portal experience.
Restore a previous experience version
Use experience history to review every change to a partner portal experience and roll back to a previous version in one click.
Limits & gotchas
Troubleshooting
- A partner cannot be invited - they do not have an experience assigned yet.
- A change did not reach partners - the experience was edited but not published.
- A tab is missing for some partners - it is hidden in the shared view or restricted to segments they are not in.