Most features in a PartnerPage directory are switched on by PartnerPage support, directory by directory, rather than by you in the dashboard. This reference lists those features, what each one does, the few settings you change yourself, and what your plan unlocks. It is for vendors.
Who can do this: anyone at your company can ask; an Admin is best placed to confirm changes · Availability: all directories
How to ask for a feature
To turn on a feature listed in this article, contact PartnerPage support through the chat in your dashboard or at support.partnerpage.io. Tell support:
Which directory, by its name or address.
Which feature you want, using the name in this article.
Any choices the feature needs, such as the languages for translations.
When support turns a feature on, its menu item, card or setting appears in your dashboard, for example Tiers in the sidebar. A menu item you don't see usually means the feature is off for that directory.
Requests and deals
Feature | What it does |
Contact requests | Visitors contact a partner through a form on the partner's profile; you oversee the requests in Contact requests. |
Project status on contact requests | Partners and your team track each contact request from New to Secured or Lost. |
Matchmaking requests | Visitors ask you to find them a partner; you review the requests in Matchmaking requests. |
Assign matchmaking requests to partners | Your team passes a matchmaking request to one or more partners. |
Deal registrations | Partners register the deals they bring you; you approve or decline them. |
Reviews | Visitors write reviews of partners; you approve them before they show. Support can also publish reviews without approval, or show the reviewer's full details. |
Records | A simple CRM for your directory, with People, Companies and Leads. |
Scheduler | Visitors book video calls with partners; optional feedback form after each call. |
Reporting | Charts of request volume and outcomes. Appears when contact requests or matchmaking are on. |
Business email only | The contact, matchmaking, partner application and deal registration forms refuse free email addresses such as gmail.com. |
Partners and profiles
Feature | What it does |
Invite partners by email | Invite partner on Partners creates a profile and emails the partner an invitation. |
Profile approval | Partners' changes wait for your approval before they go live. |
Locked fields | Fields you choose show "Managed by directory owner", and partners can't edit them. |
Fill with AI | Drafts a partner's headline and description from their website, for your team, for partners, or both. |
Profile sections | Media, testimonials, case studies, clients, awards, accreditations, special offers, keywords, locations, external link, support details, call to action, embed block and more. See Profile sections and limits. |
Partner questionnaire | Private questions partners answer for your team only. |
External ID | Your own ID for each partner, used for imports, the API and single sign-on. |
URL override | A custom address (slug) for a partner's profile page. |
Dark-background logos | Extra logo uploads for dark backgrounds. |
Availability | Partners mark whether they accept new clients. The directory shows only partners who accept new clients until a visitor switches off Available experts only. |
Last updated date | Shows when each profile last changed. |
Organizing the directory
Feature | What it does |
Tiers | Groups and ranks partners; tier sorting. See Group and rank partners with tiers. |
Badges | Images on partner profiles. See Create and assign badges. |
Callouts | Colored labels on listing cards and profiles. See Highlight partners with callouts. |
Certifications and Verifications | Credentials and trust marks on profiles and cards. See Show certifications and verifications. |
Filter maps | Fills one filter's options from another's. See Map filter options automatically. |
Featured partners | A Featured setting on each partner and a featured section on the directory. See Feature partners on your directory. |
Recommended sort | Your own ranking of partners. See Choose how partners are sorted. |
Page size picker | Visitors choose 30, 60 or 120 partners per page. |
Pages, design and languages
Feature | What it does |
Forms | Custom questions on contact, matchmaking, application, deal registration and other forms. See Customize your forms. |
Landing pages | Your own pages, such as "Become a partner", at your directory's address. See Create landing pages. |
Home landing page | A ready-made marketing page in front of the directory. |
Profile section order | Change the order of sections on partner profiles. See Reorder sections on partner profiles. |
Profile disclaimer | Legal text at the bottom of every profile. See Directory settings in Configuration. |
Translations | The directory in other languages. See Show your directory in other languages. |
Find with AI | An AI assistant on the directory that asks visitors questions and suggests partners. |
Search title, description and share image | What search engines and social networks show for your directory. See How search engines index your directory. |
Internal directory | A signed-in copy of the directory for your own team, with internal fields. See Give your team an internal directory. |
Hosted pages off | For companies that use only the API or embeds: the public directory pages are switched off. |
Integrations and analytics
Feature | What it does |
Webhooks | Sends directory events to your own systems. See Set up webhooks for your directory. |
Salesforce (Customizations > Integrations) | Connects your Salesforce org to the directory. See Connect Salesforce. |
Analytics | A link to visitor statistics for your public directory (and internal directory). |
Single sign-on | Partners or your team log in through your identity provider. See Set up single sign-on (SSO). |
LMS | Training courses and quizzes for your partners. See Train partners with Learning. |
On by default
The following features start switched on in every directory. Contact PartnerPage support to switch one off:
Partner applications (Partner applications and the application form).
Use cases on profiles.
The Visit website link on profiles.
The partner's description on listing cards (instead of the headline).
The URLs card (privacy policy and terms links) in Configuration.
The Customizations > URLs page.
Search engine indexing of the directory.
The PartnerPage bar at the bottom of the directory.
Settings you change yourself
A few directory settings are yours to change in the dashboard, without support:
In Customizations > Configuration: the directory name, the default sort, Partner lead delivery, your privacy policy and terms of service links, the profile disclaimer text, the Fill with AI prompt and blocked senders. See Directory settings in Configuration.
In Customizations > URLs: your custom domain or reverse proxy. See Use your own domain for your directory.
In Customizations > Branding and layout and CSS and JS: your colors, logos, page sections and custom code. See Brand your directory.
In Settings > Developers: API access for your company. See Turn on API access and create API keys.
What your plan unlocks
Your directory's plan (Free, Growth or Enterprise, shown in the Plan column of All directories) unlocks design features only:
Feature | Plans |
Theme tab in Branding and layout (detailed colors and fonts) | Growth, Enterprise |
Second section and Last section on the directory page, and turning sections on or off or changing their type | Growth, Enterprise |
Custom CSS in CSS and JS | Growth, Enterprise and older Free directories |
Every other feature in this article depends on whether support has switched it on, not on your plan. If you changed your plan and you still don't see the Theme tab, contact PartnerPage support. See Change or cancel your plan.