Quick Answer
Control email alerts in Partner Portal → Profile icon → My Profile → Notifications section. Toggle notifications for new signups, sales, and payout requests to stay informed about your referral activity.
Overview
Email notifications keep you informed about referral activity without constantly checking your dashboard. The Partner Portal offers three types of automated alerts that help you track conversions, celebrate wins, and ensure timely payment processing. Customize which notifications you receive based on your preference for real-time updates versus periodic dashboard checks.
Step-by-Step Instructions
Step 1: Access Notification Settings
Log into partners.heritageweb.com with your Partner Portal credentials. Click the profile icon in the top right corner of any page. Select "My profile" from the dropdown menu. Scroll down past Personal Information and Login details sections.
Step 2: Locate Notifications Section
Find the "Notifications" section on the profile page. The section header states "Choose what notifications you would like to receive". Three toggle switches control different alert types. All toggles show current status with green indicating active.
Step 3: Configure Signup Notifications
The first toggle controls "Email notifications about new signups". Enable this to receive alerts when someone creates an account using your link. These emails confirm your referral tracked successfully. Useful for monitoring campaign effectiveness in real-time.
Step 4: Set Sales Alerts
The second toggle manages "Email notifications about sales". Enable to get notified when referrals upgrade to paid plans. These alerts confirm commission generation. Critical for tracking conversion rates and celebrating wins.
Step 5: Enable Payout Notifications
The third toggle controls "Email notifications about payout requests". Enable to receive updates about payment processing. Includes confirmation when monthly payments are sent. Helps track payment history without logging in.
Step 6: Save Your Preferences
Click the blue "Update" button at the bottom of the page. Your notification preferences save immediately. Changes apply to future events only. You can modify settings anytime by returning to this page.
Important Notes
Email delivery: Notifications send to your Partner Portal login email address
Instant alerts: Most notifications trigger within minutes of the event
No retroactive emails: Changing settings doesn't trigger emails for past events
365-day reminder: No automatic alerts for expiring commissions currently exist
Spam folder: Check spam if expected notifications don't appear in inbox
FAQs
Can I get notifications at a different email? No, notifications only send to your Partner Portal login email. Change your account email if you need alerts elsewhere.
Do notifications include referral details? Yes, emails typically include the referral's email and action taken. Specific commission amounts may also be included.
Can I set daily or weekly digest emails? No, currently only real-time notifications are available. Each event triggers an individual email.
Will I get alerts for rejected referrals? No, only successful signups and sales trigger notifications. Check your dashboard for rejected items.
How do I stop all partner emails? Disable all three toggles to stop transactional notifications. Uncheck "Accept marketing" to stop promotional emails.
Next Steps
Enable all notifications initially to understand referral patterns
Adjust settings based on your email volume preference
Create email filters to organize partner notifications
Check dashboard weekly regardless of notification settings