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Best practices for a good partner experience
Best practices for a good partner experience

Learn the tips and tricks to make your partner room efficient and clean.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over 2 weeks ago

Personalise your room

Using variables in your templates is a great way to personalize your rooms at scale.

Variables can be added by using the { key on your keyboard or entering a / and simply select dynamic variables and the option you want and it will be placed into your template: e.g. First name

Make It easy for Partners to reach you

Embedding your meeting links within your room offers your partner an easy way to get in contact with you or the necessary person.
You can embed any meeting link and also embed any of your colleagues as well in case you have a technical partnership manager that should be contacted for all technical related matters.


Keep your Partners aligned

Keeping your partners focused with Introw's task section. This is a smart section that will be prefilled within the partner room including the tasks for that specific partner.

Elevate your content’s appearance

Learn how to enhance your content by resizing images, adding colors, and formatting elements to make it visually appealing and engaging.

For some content in your Introw rooms it would be nicer for you and your partners to see it in a more expanded view or even in full page mode.
We offer this functionality on the tab level by clicking the 3 dots on the tab.

  • select layout and choose

    • Centered

    • Expanded

    • Full width (best used for deal pipelines)

Use the section area to its full potential by maximising your content within a specific section. This will eliminate the white borders around your content.

Organize your content with ease

Create structure within your room by simply dividing the section in 2 or 3 equal parts or you can manually resize the content to your liking

Simplify and make your content more digestible by applying tab restrictions based on partner roles. Not all partner users need access to the full range of content—this ensures that only relevant content is visible to specific partner contacts, preventing information overload and keeping the experience focused and manageable.
Learn more about tab based security


As example below: a regular partner contact will only see the tabs that have no role restrictions applied to them to keep it easy and not overwhelming.

Customise the partner portal to reflect your company’s branding, including logos, colours, and messaging to improve the partner’s experience!


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