Overview

The Technology Partners Directory is a powerful tool designed to streamline partner onboarding, integration promotion, and collaboration. With enhanced capabilities including media-rich profiles, co-branded content, click analytics, and flexible configuration tools, this feature empowers technology partners to showcase offerings while helping SMBs discover and adopt the right solutions.

The Tech Partners Directory centralizes all partner-related content and management into a unified interface. Partners can customize their presence with images, videos, offers, and success stories, while system users can manage partner status, track insights, and promote partner solutions at scale.

Key Benefits:

• Co-branded marketing and lead generation
• Dynamic partner pages with media and analytics
• Customizable subscription tiers and onboarding forms
• Seamless integration setup and offer promotion

My Tech Partners

This page allows internal users to manage all Tech Partner records.

Page Overview

• Page Title: My Tech Partners
  
• Table Columns:
  - Search – Locate partners by name
  - Status – Draft, Active, Inactive
  - Company – Partner company name
  - Created Date – Record creation date
  - Offer Types – Associated offer categories
  - # of Installations – New field showing how many times the partner’s integration has been installed
  

Columns can be reordered using the gear icon.

Managing Partners

• Edit Partner: Use the 3-dot menu to edit or update a partner record.
• Track Clicks: View total/unique clicks on partner offers directly from this table via insights widgets.

Tech Partner Onboarding

Self-Initiated Registration

• Partner Application Form: A public-facing form where partners provide all required data.
  
• Status Tracking: Easily filter partners by submission status (Pending, Approved, Declined).
  
• Subscription Tier Selection: Partners can select Basic, Premium, or Enterprise tiers directly in the form.
  
• Lead Source Field: Capture how the partner discovered the platform (referral, ad, etc.).
  

Email Invitations

• Invite partners using the “Send Invitations” button.
  
• Track delivery and response status.
• Choose from email templates or create custom messages.

Adding a Tech Partner

Click “Add Tech Partner” to begin configuration.

Step 1: Configuration

• Partner Name / Company Name: Required fields (dropdown + free text options).
  
• Tech Partner Logo: Upload required.
  
• Hero Image/Video: Upload image or embed video via video link.
  
• Category: Multi-select dropdown.
  
• Toggles:
  - Is Featured?
  - Is Recommended?
  - Is Top Deal?
  
• Short Description: Auto-filled from name.
  
• Long Description: Rich text input.
  
• Features: Optional list input.
  
• Additional Links:
  - Setup Guide
  - Book a Demo
  - Website
  
• New Media Support:
  - Upload multiple images, videos, and URLs to enrich the partner profile.
  
  

Step 2: Pricing & Offers

• Trial Availability Toggle: Adds field for Trial URL
  
• Pricing Table:
  - Option Name
  - Price
  - Short Description
  - Features (multi-entry)
  - Buy Now URL
  
• Preview Pricing: View formatted display
  
  

Offers Section

• Add Offer button to define:
  - Type: Product or Service
  - Partner Company (for services)
  - Title
  - Short Description
  - Valid Offer Period
  - Discount
  - Offer Link
  
• Clicks Tracking: Claim offer clicks (total/unique) now shown in Insights
  
• Offer Display: Offers appear on both partner detail and offer listing pages.
  
  

Co-Branded Success Stories

• Add co-branded case studies or success stories directly on the partner detail page.
  
  

Save & Publish

After all required fields are filled, click “Save & Publish” to go live. A Preview mode is available for review.

Insights

The Insights dashboard helps users monitor engagement and performance of partners and their offers.

Accessing Insights

• Click “Add Widget” to customize your dashboard.
  

Available Widgets

• Users Overview: Visitors to the directory and detail pages
  

• Activity Overview: Clicks on action buttons
  

• Offers Overview: Click statistics on Claim Offer buttons
  

• Clicks by Partner Offers: Breakdown by partner and date
  

• Partner Card Stats (Portal View): View partner card engagement metrics from the public directory
  

Filter widgets by partner or integration name for targeted analysis.

What's New

1. Subscription-Based Partner Options

• Partners can now choose from tiered plans:
  - Basic – Limited features
  - Premium – Additional support & analytics
  - Enterprise – Full access with advanced customizations

• Partners can upgrade tiers at any time based on growth needs.
  

2. Enhanced Forms

• Application & inquiry forms now include:
  - Industry type
  - Subscription tier selection
  - Lead source
  - Technical needs
  - Integration preferences
  

3. Demo Data Support

• Partners can explore the directory via a Preview Mode using placeholder content.
  

• Try out product listings, page layout, and offer creation before going live.
  
  

The Technology Partners Directory is more than a listing—it’s a marketing, onboarding, and integration hub tailored for modern SaaS and service providers. With support for multimedia content, tiered engagement, click analytics, and co-branded storytelling, the system delivers a complete ecosystem for growing strategic partnerships.

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.