Did you know that honey bee hives can consist of up to 60,000 bees, all with their own roles and responsibilities? That’s right, these busy pollinators rely on communication—be it certain scents, movements, and even food exchanges—from their queen and each other to ensure that the community is organized and thriving.
This is why our exciting new update is so aptly named the Honey Bee Release. Much like our steadfast insect friends, when building a partner ecosystem, you must ensure that communication is at the heart of everything. Your partners must receive customized directions from you to know where to fly—not to mention generate buzz for your company.
- 1. What’s New With Kiflo?
- 1.1. Feature Update #1: Tasks
- 1.1.1. When Will You Use Tasks?
- 1.2. Feature Update #2: Dashboards
- 1.2.1. When Will You Use Dashboards?
- 1.3. Feature Update #3: Referral Link Editing
- 1.3.1. When Will You Use Referral Link Editing?
- 1.4. Feature Update #4: Partner Status
- 1.5. Other Fixes and Improvements
Table of contents
This month’s release includes new features that will do just that—enhance your partner program strategy through organized and streamlined communication. Let’s learn more about each new update and how it will help enhance your partnership management skills.
You asked and we listened! The new tasks features will, hands down, be one of the most important tools for onboarding, organizing, and communicating with your channel partners, as well as aligning your partner management team to principal objectives.
Learn how to use the task feature in the Kiflo Partner Platform by watching the below video:
As you can see, this intuitive feature includes the ability for:
Vendors to assign external tasks directly to partners.
Vendors to assign internal tasks to team members or themselves.
Partners to complete tasks quickly and efficiently.
Partners to assign tasks internally to other coworkers.
Tasks can be assigned from the new, designated task tab, or from the task button within the partner profile. You can associate the task to certain leads, deals, or partners.
To get the most out of the new tasks features, it’s important to know when to use them. Some example use cases include:
Onboarding partners: Communicate with your new partners about outstanding assignments, such as signing agreements, reviewing guidelines, or taking required training.
Partner-specific follow-ups: Check in with specific partners on the status of leads, deals, and invoices.
Co-marketing opportunities: Collaborate with partners on co-marketing projects, such as interviews, webinars, or social media posts.
Before this update, our software provided one partner portal dashboard for all types of partners. Did this get the job done? Sure it did. But here at Kiflo, we are always looking for ways to improve your partner management experience.
We know that your partner program is diverse and strategic, including various tiers for affiliate, referral, and reseller partners. And just like the queen bee wouldn’t communicate all the same information to every single honey bee in her hive, you too need the ability to customize the information being shown to your partners in the Kiflo partner portal.
This is why the new dashboards update allows you to:
Create, edit, preview, and save a library of dashboards for each type and tier of channel partner.
Save a default dashboard for brand new partners.
Customize the type and order of information being displayed in the dashboards.
This video explains the step-by-step process for accessing dashboards in Kiflo:
Your library can and should include a customized dashboard for each type of partner, including:
Speaking of referral partners, the Honey Bee Release includes an update on how vendors and/or referral partners can track UTM (Urchin Tracking Module) data to ensure the effectiveness of marketing campaigns.
Before this update, editing a referral link to include UTM parameters made it difficult to track it in our software. Now, edited links will be trackable both inside and outside of the Kiflo Partner Platform.
Some instances in which this feature is important include:
Working with referral partners wishing to include their own UTM parameters to referral links.
Analyzing referral partner effectiveness in Kiflo.
Last but not least, we’ve included a feature that allows vendors to change the statuses of their partners. As you’ve probably experienced while organizing your partner program, some channel partners can go through periods of inactivity. This can gunk up your partner organization strategy in Kiflo, making it very tempting to want to delete the partner profile altogether.
However, just because a partner is inactive now doesn’t mean that the partner won’t be active or valuable later. Our new feature allows you to label these partners as ‘inactive,’ organizing them to a separate and appropriate space without deleting important data.
You didn’t think we’d stop there, did you? Some other smaller but mighty fixes in this release include:
Adding missing date fields (close date, accepted & refused dates) to deals in Zapier.
Removing the maximum length limit on news content.
Fixing the currency editing on exiting rewards when the main currency has changed on an account.
Fixing the deletion of payouts that contain attachments.
Fixing the expiration reminder label on deals, which was previously not displayed at the correct time.