Editing Partner Portal Refresh

'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[Partner Release Notes]] > Partner Portal Refresh

= Partner Portal Refresh =

== Introduction ==

The **Partner Portal Refresh** is a significant redesign and performance upgrade to ActiveCampaign’s Partner Portal, introduced in October 2025. This update delivers a more intuitive, streamlined experience for partners managing multiple client accounts. With a strong focus on usability and performance, the refresh introduces:

* A modernized and unified interface
* Enhanced **navigation**
* Granular **search and filtering capabilities**
* Clearer **client data visibility**
* The ability to **save personal views** for one-click access to tailored lists

The refresh aims to provide partners with quicker access to critical information, reduce the number of clicks needed to perform common tasks, and ultimately enable faster, more efficient client management.

== How to Access the Partner Portal ==

The updated Partner Portal is directly available to all ActiveCampaign partners. If you are a registered partner, you can access the portal by logging into your ActiveCampaign account and navigating to the **Partner Portal** section from the dashboard.

To access the Partner Portal:
1. Log in to your ActiveCampaign account.
2. From the main navigation, select **Partner Portal**.
3. If you are entitled based on your plan, you will automatically be redirected to the refreshed interface.

This feature is available to users with the following plan types:
* **Starter**
* **Plus**
* **Pro**
* **Enterprise**

== Step-by-Step: Using the Refreshed Partner Portal ==

The refreshed Partner Portal introduces several key interface and functional changes that dramatically improve daily tasks. Here are the steps to effectively use the new features:

=== 1. Navigating the New UI ===

The redesigned interface simplifies navigation with a **main left-hand menu** and an added **secondary navigation bar**. A dedicated **Billing page** improves clarity when switching between clients and administrative tasks.

Steps:
1. Use the **left-hand navigation menu** to access key sections like **Client List**, **Billing**, and **Reports**.
2. Use the **secondary navigation bar** within a selected page to move between detailed views and data filters.

=== 2. Viewing Client Information ===

Client data is now consolidated in dedicated columns, so all necessary client information is visible from one screen.

Key client data includes:
* **CNAME**
* **Plan**
* **Billing Term**
* **Grouped/Individual Limits**
* **Cancel Date**
* **Expiration Date**
* **Next Bill Date**

Steps:
1. On the **Client List** screen, view consolidated client data across columns.
2. Hover or click any column for inline details or account actions.

=== 3. Applying Filters and Search ===

The enhanced **filtering** system allows you to create and apply complex queries for precise results.

Available filter fields include:
* **Account Status**
* **Plan Type**
* **Billing Term**
* **Contact Limits**
* **Next Bill Date**

Steps:
1. Click on the **Filter** icon at the top-right of the **Client List** section.
2. Select multiple filters as needed to generate unique data queries.
3. Results appear in real time, reflecting all matching parameters.

=== 4. Saving Personal Views ===

For recurring queries, you can save filter combinations as reusable **personal views**.

Examples of personal views:
* **Upcoming Renewals**
* **Over-Limit Accounts**
* **New Trial Sign-Ups**

Steps:
1. Apply filters as desired.
2. Click on the **Save View** button.
3. Enter a name for your personal view and confirm.

== Configuration Options and Settings ==

The Partner Portal Refresh introduces various configuration possibilities that allow users to customize views and interactions:

* **Main Navigation** – Centralized access to primary sections like the **Client List** and **Billing**.
* **Advanced Filters** – Multiple condition criteria (e.g., by plan, billing term, or renewal date).
* **Saved Personal Views** – Custom views stored for one-click access.
* **Data Columns** – Fixed columns include **CNAME**, **Plan**, **Billing Term**, and more.
* **Billing Page** – A standalone page focused solely on billing-related details and transactions.

All configuration happens through an intuitive UI. There are no backend settings or developer-level actions required to customize views or filters.

== Best Practices and Tips ==

To make the most of the refreshed portal, partners should keep the following best practices in mind:

* **Consolidate Views:** Use the new filtering system to replace disjointed Excel sheets or manual tracking tools.
* **Schedule Routine Checks:** Leverage saved views like **Upcoming Renewals** to drive proactive account management.
* **Label and Organize Personal Views Clearly:** Descriptive naming helps team members easily navigate shared client lists.
* **Use the Billing Page Strategically:** Quickly catch up on expirations, cancellations, and plan upgrade opportunities.
* **Reduce Click Fatigue:** Rely on the dashboard's upfront visibility of all key client data to avoid deep-drill navigation.

== Common Use Cases with Examples ==

=== Use Case 1: Identifying Clients Nearing Expiration ===

Using filters:
- Apply **next bill date within 30 days**
- Filter by **plan type = Trial**
- Save as personal view: **"Trials Ending Soon"**

=== Use Case 2: Managing Over-Limit Accounts ===

Steps:
- Filter for **contact limit exceeded = true**
- Add **account status = Active**
- Save as view: **"Over-Limit Clients"**

=== Use Case 3: Monitoring Plan Distribution ===

Use:
- Filters by **plan type**
- Apply **billing term = Monthly or Annual**
- Quickly analyze your partner portfolio mix

== Troubleshooting ==

While the refresh is designed for improved efficiency, users may run into the following issues:

| Issue                              | Solution                                                                            |
|------------------------------------|-------------------------------------------------------------------------------------|
| Personal views not saving          | Ensure you’ve applied filters and clicked **Save View** before navigating away.    |
| Filters showing no results         | Revisit each filter field to verify search criteria is not too narrow.             |
| Missing columns in client list     | Columns are fixed by design; if needed, request feature feedback via support.      |
| Page loading slowly                | Clear browser cache and ensure an updated browser version is in use.               |

If problems persist, partners should contact ActiveCampaign support or use the in-app **Help** feature for further assistance.

== Related Features ==

While focused exclusively on partner functionality, the refreshed Partner Portal complements other ActiveCampaign features and support content:

* [[Partner Release Notes]]
* [[ActiveCampaign Release Notes]]
* [Partner Portal – Create and Save a Personal View](https://help.activecampaign.com/hc/en-us/articles/21590745549468-Partner-Portal-Create-and-save-a-personal-view)
* [Partner Resources](https://help.activecampaign.com/hc/en-us/search?content_tags=01GKQ3HPEE0402S33KCCF3E095&utf8=%E2%9C%93)

== FAQ ==

=== 1. What has changed in the Partner Portal? ===
The interface and performance have been upgraded to include improved navigation, faster load times, consolidated client info, advanced filtering, and personal views.

=== 2. Is the portal available on all plan levels? ===
Yes, the Partner Portal Refresh is available to all active partners on the **Starter**, **Plus**, **Pro**, and **Enterprise** plans.

=== 3. How do I save a filtered view of clients? ===
After applying filters, click **Save View**, name your view, and it will appear in your personal view list for quick access.

=== 4. Can I filter by billing term or plan type? ===
Yes, the filter function allows for multiple criteria including **billing term**, **plan type**, **contact limits**, and more.

=== 5. Is it possible to export client data? ===
At this time, exporting functionality is not mentioned in this release article. Please reference your portal or contact support for available export options.

=== 6. Can views be shared with other team members? ===
Views saved as **personal views** are specific to a user. Shared view functionality is not currently noted in the refresh documentation.

=== 7. What should I do if filters aren’t returning results? ===
Ensure your filter combinations aren't too restrictive. Begin with broader criteria and refine your search incrementally.

== Conclusion ==

The **Partner Portal Refresh** underscores ActiveCampaign’s commitment to partner success by bringing performance, clarity, and cutting-edge usability into one cohesive environment. Whether you manage a few clients or dozens, this refresh ensures your most critical data is accessible, filterable, and actionable with minimal effort.

Stay organized, act faster, and manage your client portfolio with confidence using the newly refreshed Partner Portal.

For more updates, always refer back to the [[Partner Release Notes]] section under the broader [[ActiveCampaign Release Notes]].