Tour of Your Partner Portal

The Partner Portal at partners.heritageweb.com has six main sections:

Your Partner portal provides comprehensive tools to track referrals, manage payment settings, and analyze performance. Each section serves a specific purpose in managing your partnership effectively. Understanding where to find features saves time and helps maximize your earning potential through better campaign management.

Key Metrics Display: The Dashboard homepage shows four critical performance indicators at the top. View Clicks, Signups, Sales, and Revenue at a glance. Your unique referral link is displayed prominently, accompanied by a "Copy URL" button for quick sharing. These statistics update in real-time, with a 5-10 minute processing delay.

Recent Activity Feed Below your metrics, the Recent Activity section shows your latest referrals. Each entry displays the referral email, action type (Signup/Sale), reward amount, status, and date. Click "View full activity" to see the complete history. This provides a quick insight into recent conversions without requiring navigation away.

Quick Actions: Access support directly via [email protected] link at the bottom of the page. View your current month's performance trends. Copy your main referral link instantly. Check which referrals are close to the 365-day expiration.

Comprehensive Activity View: The Referrals page provides your complete referral history with advanced filtering. Search by email address to quickly find specific referrals. Filter by action type: Signup, Sale, Renewal, or Refund. Set custom date ranges to analyze specific campaign periods.

Understanding Entry Details: Each referral shows the complete journey from click to conversion. Status indicators explain approval state: OK, Pending, or Rejected. Reward amounts display with positive values for earnings, negative for refunds. Timestamps accurately record the exact time each action occurred.

Advanced Filtering: The search bar accepts partial email matches for easy lookup. The date picker enables precise period analysis for campaigns. Action dropdown isolates specific transaction types. Export data manually by copying from the table.

Referral Links Section: View all your custom tracking links in one organized table. Each link shows its destination URL, sharing options, click count, and signup count. The default link appears at the top, marked as "Default" type. Additional links show as "Additional" with custom parameters.

Creating Custom Links: Click "Create new referral URL" to generate campaign-specific links. Choose from available landing pages: homepage, communities, and pricing. Add internal labels to identify the purpose of each campaign. Each link tracks performance independently for better ROI analysis.

Marketing Materials Access Heritage Web brand colors for consistent promotional materials. Primary color #1C1D40, secondary colors #56ADD6 and #AC4B77. Links to Heritage Web Dashboard and Knowledge Base for reference. Guidelines for maintaining brand consistency in promotions.

Balance Overview: Four balance categories display at the top of the page:

Payout Details Configuration: Click "Edit" to modify payment information. Enter PayPal email address (required for payments). Add optional details: full name, address, tax ID. Save changes to update the payment destination.

Payout History: View all previous payment requests and processing dates. Track payment status from requested to completed. Download records for tax preparation. Monitor for any failed payment attempts.

Performance Visualization: Interactive graphs show trends over selected periods. Toggle between Yearly, Monthly, and Daily views for different insights. Filter by specific referral links or view all combined. Date range selector for custom period analysis.

Metrics Breakdown: Visual representation of clicks, signups, and sales correlation. Conversion rate calculations help optimize campaigns. Compare performance across different periods. Identify seasonal trends and peak performance periods.

Campaign Comparison: Select individual links from the dropdown to isolate campaign performance. Compare the effectiveness of different landing pages. Track which promotional channels drive the highest-quality referrals. Export insights for presentation or planning purposes.

Personal Information: Update your name and upload a profile picture. Toggle marketing acceptance for program updates. Manage your appearance in the partner system. Keep your contact information current to receive important notices.

Login Details
View your current email with the option to change. Update password using the "Change password" button. Maintain security with strong password requirements. Remember, this is separate from Heritage Web Dashboard credentials.

Notification Preferences: Three email notification toggles:

Account Management: A delete account option with a 14-day recovery period is available. The update button saves all profile changes. Manage privacy and communication preferences. Ensure settings align with your workflow needs.

Which page shows if commissions are expiring soon? Check the Payouts page for the commission age. The referrals page displays dates to calculate the number of days remaining. No dedicated expiration warning currently exists.

Can I customize the dashboard layout? No, the layout is standardized for all partners. Focus on using filters and date ranges to customize data views.

Where do I find my partner ID? Your partner ID appears in your referral links as ?p=XXXX. It's also visible in the URL when viewing your dashboard.

How do I export data for reports? Currently, manual copying and pasting is required from tables. Screenshot or copy data to spreadsheets for external analysis.

Which page should I check daily? Dashboard provides the best quick overview. Check Referrals weekly for detailed performance analysis.