Getting partners to adopt a new tool takes more than just sending an invite. These practices will help you reduce friction, drive engagement, and keep things moving from day one.
Share one URL with all your partners
Every Introw workspace has a dedicated URL: yourcompany.introw.io. Share this in your onboarding email, partner welcome message, and any ongoing communications.
Partners access their portal through one simple link — no separate logins or multiple URLs to track
Your team can distribute it consistently across all partner touchpoints
Best practice: Include your dedicated URL in every partner communication — from the first onboarding email to ongoing check-ins.
Use the shared space as a single source of truth
Introw's shared space centralizes all partner activities — deals, tasks, documents, and forms — in one place both sides can see.
Both you and your partner see deal updates in real time, keeping everyone accountable
The shared space replaces scattered emails and spreadsheets with one clear view of the partnership
Best practice: Keep your marketing and sales content up to date in the shared space so partners always have the latest materials at hand.
Set up automatic deal notifications
Configure Introw to automatically notify you and your partners whenever there's a change on a shared deal — stage updates, close date changes, new deals added, and more.
Partners stay informed without needing to check in manually
If a deal goes quiet for a defined period, a re-engagement notification can be triggered automatically
Best practice: Add a shared pipeline to the partner experience and enable deal notifications so partners are activated automatically when activity happens.