> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Directory

> Build a branded, searchable partner directory and control which partners and details appear.

**Open in Introw:** [Partners](https://app.introw.io/partners)

## How it works

A partner directory in Introw is not a single button - it is **composed from building blocks you already have**, so it stays as flexible as your program. The partner data lives in Introw (name, logo, description, location, specialization, tier, and **categories**), and you assemble a directory from it in whichever shape fits your audience. There are two common shapes, and you can run both:

* **In-portal directory (partner-maintained).** A **Partner profile** smart section shows each logged-in partner their own listing, and a **form** lets them keep that data current themselves - optionally behind an **approval gate** or **agentic review** before changes publish. This keeps listings accurate without your team editing records by hand.
* **Public / external directory (buyer-facing).** The **partners API** (`GET /api/v1/partners`) returns your partners and their **categories**, so you render a branded, searchable directory on your own website or marketing site. A **dynamic form** on that page captures a prospect's request, **auto-attributes** the lead to the chosen partner, and **kicks off the full suite of Introw automations** (routing, notifications, CRM sync, deal or lead registration) behind the submission.

Because both shapes read from live partner records, listings stay current as tiers, segments, categories, and details change - no separate site to hand-maintain.

## Prerequisites

* Partners synced into Introw with the details, categories, and tier you want to display. See [Sync partners and contacts](/features/integrations/crm/guides/sync-partners-and-contacts).
* Permission to manage partner experiences and forms; an API key with `partners:read` for a public directory.

## Settings & configuration

**Who appears** - scope listings with [segments](/features/partners/segments) or tiers so only the partners you want to promote show up, and use partner **categories** as the facets buyers filter by.

**Partner-maintained data** - a [form](/features/forms/form-builder/guides/build-and-publish-a-form) mapped to partner fields lets partners submit and update their own listing; add an [approval workflow](/features/forms/submissions-approvals/guides/run-a-submission-approval-workflow) (human or agentic) so changes are reviewed before they go live.

**In-portal display** - the [Partner profile section](/features/portal/experiences/guides/add-a-partner-profile-section) renders each partner's own details inside an experience.

**Public directory + take-in** - the [partners API](/features/developer/api/guides/create-and-manage-api-keys) lists partners and categories for your own site, and a [dynamic form](/features/forms/crm-field-mapping/guides/connect-a-form-to-your-crm) captures buyer interest and auto-attributes it to the partner, triggering your automations.

## Setup walkthrough

<Steps>
  <Step title="Confirm partner data and categories">
    Make sure the partners, categories, and details you want to show are present in [Partners](https://app.introw.io/partners).
  </Step>

  <Step title="Let partners maintain their listing">
    Build a form mapped to the partner fields and (optionally) gate it with approval, so partners keep their own data current.
  </Step>

  <Step title="Show it in the portal, publish it externally, or both">
    Add the Partner profile section to a partner experience, and/or render a public directory from the partners API on your site.
  </Step>

  <Step title="Capture and route buyer demand">
    Put a dynamic take-in form on the directory that auto-attributes each request to the partner and kicks off your Introw automations.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Build a partner directory" icon="book-open" href="/features/portal/partner-directory/guides/build-a-partner-directory">
    Assemble a partner directory from Introw's building blocks: partner-maintained profiles via forms, an in-portal profile section, a public listing from the partners API, and a take-in form that auto-attributes buyer demand to the right partner.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  A public directory built on the partners API shows only the fields your integration renders, and the API returns only the partners your key is scoped to - sensitive partner data is never exposed unless you choose to surface it. For partner-maintained listings, gate the form with approval if you do not want partner edits to publish immediately.
</Warning>

## Troubleshooting

* **A partner is missing** - check they match your segment/tier scope and have the display fields (and categories) filled in.
* **A listing looks empty** - confirm the displayed fields are populated on the partner record, or that the partner submitted the profile form.
* **Filters return nothing** - confirm the partner **categories** (or other filterable fields) you filter on are set on partner records.
* **A buyer request did not reach the partner** - confirm the take-in form's attribution mapping and that the triggered automation is enabled.