ChannelBoost by Coachbar is a powerful platform designed to accelerate your software business's growth. ChannelBoost helps you connect with ideal customers, unlock new markets, and boost revenue by leveraging data-driven strategies, targeted marketing campaigns, and expert guidance. The platform simplifies managing partnerships, streamlines workflows, and enhances collaboration for software providers.

This article offers transparency into the latest changes and improvements to ChannelBoost. These updates enhance the tools and infrastructure that form the foundation of the platform.

March 2025

1. Campaigns - Display of Statistics on Provider Card

• A new campaign insights dashboard is now available, offering detailed analytics on campaign performance. 

• Metrics such as clicks, rewards earned, and partner engagement are now displayed directly on the Provider Card.

• Enhanced UI elements and filtering options to track CPL campaigns and recurring commissions more effectively. 

            Refer to this for more information

2. My Partners - Import Draft Partners & Bulk Invitations

• New bulk import functionality allows providers to upload partner data via CSV with a draft status.

• Bulk invitation system enables sending multiple partner invitations with customizable email templates.

• Draft partners are now displayed with clear status indicators and can be filtered for easy tracking.

• Improvements in partner onboarding workflow streamline the approval process. 

             Refer to this for more information

3. Directory Management - Consolidation & Setup of Directory Links (WIP)

• Unified management of Term of Use, Privacy Policy, and other legal links in the Directory Settings.

• New centralized UI for managing multiple directories and generating partner-specific links.

• Enhanced navigation and searchability for quicker access to directory settings.

4. Co-Branding Enhancements

• Dynamic co-branding now supports real-time asset creation with configurable placeholders for partner details.

• Providers can upload PDFs and have time auto-populated with partner-specific branding elements.

• Improved approval workflows allow for both simple and complex co-branding asset management. 

5. SendGrid Integration for Improved Email Deliverability

• Full SendGrid API key access is now required to send email from the provider’s verified domain.

• Enhanced email reputation management ensures compliance and reduces spam risk.

• New analytics dashboard to track email engagement, delivery success rates, and bounce reports. 

6. Recurring Commission Models & CPL Tracking

• New CPL campaign structures allow providers to track leads and rewards more effectively.

• Installment-based commission payments for multi-period payouts based on configurable billing cycles. 

• Automated commission calculations tied to partner transactions and campaign results. 

7. UI/ UX Improvements

• Loading indicators refined: A universal spinner has been introduced for co-branded asset generation. 

• Enhanced Partner Grid UI: Status columns have been repositioned for greater visibility. 

• Invoice Workflows Updated: Streamlined payment processing and tracking for recurring commissions.

• Directory Management Improvement: Simplified interface for handling partner-related policies and settings. 

8. Risk & Mitigation Measures

• Email sending failures may occur if the SendGrid API key is configured with restricted access. 

• Bulk partner import issues may lead to visibility challenges if draft status is not highlighted effectively. 

• High-volume partner operations require improved loading indicators to prevent confusion. 

9. Tech Partners - Ability to Delete Integrations

A new feature has been introduced to allow users to delete integrations from the Tech Partners Directory. Previously, deleting integrations was restricted based on their publication status. With this update:

• Unpublished integrations can now be deleted directly.

• Published integrations must first be unpublished before they can be deleted.

• If an integration has active offers, those offers must be deactivated before deletion is possible.

• The delete button is available for directories where no active offers are present. If an integration is published, the delete option remains hidden until deactivation steps are completed.

10. Future Enhancements

• Expansion of email tools to include Mailchimp and Klaviyo integrations for broader communication options. 

• Automated transaction imports and payout processing for smoother commission handling.

• Additional refinements in UI/ UX, including partner status filtering and directory link management. 

These updates are designed to enhance partner engagement, campaign tracking, and platform usability, ensuring a seamless experience for all stakeholders. 

For more information, click here to watch the video.

February, 2025

1. Enhanced CPC Fraud Detection:

• Implemented browser fingerprinting to differentiate between total and unique clicks, minimizing fraudulent or duplicate clicks.

• Rewards are now calculated based on unique clicks.

          Refer to this for more information

2. Introduction of CPA Campaigns:

• Enabled the creation of "Cost Per Action" campaigns, allowing for tracking of specific user actions (e.g., sign-ups, purchases).

• Configurable reward setups, with options for tier-based and non-tier-based rewards.

• Real-time reward tracking and calculation.

          Refer to this for more information

3. Stripe Integration for Partner Payouts:

• Integrated Stripe to automate partner commission payouts in multiple currencies.

• Payouts are triggered only after invoice approval, ensuring secure and controlled transactions.

• Currently the Stripe integration is in test mode.

           Refer to this for more information

4. Tech Partner Directory Enhancements:

• Improved implementation sections for each integration detail page, making it easier for users to find and connect with implementation partners.

• Added subscription pricing options (monthly, yearly, one-time, free) with customizable currency symbols.

• Customizable forms and button colors for better lead and deal management.

• Demo data added to streamline partner engagement.

            Refer to this for more information

5. New Dashboards and Partner Leaderboard:

• Introduced campaign dashboards in both the PRM and partner portals, providing detailed campaign metrics (engagement, conversion rates, etc.).

• Added a partner leaderboard to track partner performance.

• Production release of the dashboards targeted for the next day.

         Refer to this for more information

6. Security Improvements:

• Resolved security vulnerabilities identified through penetration testing, including XSS prevention and session expiration improvements.

         Refer to this for more information

7. Custom Branding:

• Custom branding options added for partner emails, allowing customization of logos and fonts.

       Refer to this for more information

January, 2025

1. Campaigns for Affiliate Partners. 

• Create Public and Individual Campaigns for CPC-based promotions.
• Campaigns can be managed through list and grid views in PRM and Partner Portal.
• Affiliates can generate unique tracking links to monitor performance.

Refer to this for more details.

2. Rewards and Commission for CPC

• Set up rewards and commissions for CPC models, with or without tiers.
• Add reward structures to campaigns during creation.
• Automated commission calculation based on frequency settings.

Refer to this for more details.

3. Co-Branding Assets

• Create and customize co-branded marketing assets using templates.
• Edit, preview, and share assets with partners for collaboration.
• Organize assets in folders and save custom designs for future use.

Refer to this for more details.

4. Refer-a-Friend (Kick-Starter Version)

• Invite friends to join ChannelBoost and earn rewards.
• Referral Rewards:
  • Friend receives a $1000 credit toward their first annual subscription.
  • The referrer gets a $1000 credit after the friend's first purchase.

Refer to this for more details.

5. Ongoing Improvements & Bug Fixes

• UI/UX enhancements, including asset preview improvements and folder category management.
• New filters and quick links in the Partner Directory and Dashboard.
• Enhancements to partner notifications and activity logs.
• Bug fixes for system grids, integration flows (HubSpot, Salesforce), and automation issues.

This update improves affiliate partnerships, rewards management, branding tools, and referral programs, while also addressing key system enhancements and bug fixes.

December, 2024

1. Partner Program Module Enhancements

• Streamlined Program Design: Create and manage partner programs aligned with strategic goals.
• Tier Management: Efficiently handle multiple program tiers with calculated levels and detailed previews.
• Performance Insights: Gain actionable data to optimize partner relationships.

2. Partner Leaderboard Features

• Quick Overview: Instantly identify top-performing partners.
• Detailed Insights: View and filter performance for tailored strategy refinement.
• Top 5 Highlights: Easily access top partners by earned points.

3. Technology Partner Directory

• Centralized Access: Explore a comprehensive list of tech partners.
• Efficient Management: Customize directories, add offers, and manage integrations.
• Bulk Operations: Publish or unpublish integrations and offers in bulk.

4. Improved Payouts & Rewards Module

• Simplified Navigation: "Incentive Plan" renamed to "Reward Setup" for clarity.
• Enhanced Features: Clone reward setups and apply bulk changes to bands or thresholds.
• Optimized Calculations: Advanced rule updates for accurate rewards.

5. Microsoft Signup/Login Integration

• Secure Access: Seamless signup and login using Microsoft accounts with Single Sign-On (SSO) support.

6. HubSpot Integration Improvements

• Selective Syncing: Sync only specific referrals and deals for improved data accuracy.
• Two-Way Sync: Enhanced integration for referrals and deals between HubSpot and ChannelBoost.

7. General Improvements & Bug Fixes

• Enhanced mobile views and UI updates across directories.
• Renamed "Other" region to "Rest of World".
• Improved Safari browser compatibility.
• Dynamic favicon updates across directories.
• Fixed issues in Kanban views, deal syncing, and URL redirects.

These updates bring streamlined functionality, improved user experience, and expanded features to elevate your partnership management capabilities.

November, 2024

1. Demo Data
   • Introduced "Test Mode" for easy onboarding with demo data toggle and one-click switch to production.
   • Demo data is available for Referrals, Deals, and Settings.
2. Partner Program
   • No-code CMS for Partner Program setup, tiering, and rewards customization.
   • Automated tier calculations every 6–12 hours.
3. AppStack Directory
   • Manage and publish app stacks with no-code tools.
   • Customizable themes, bulk actions, and blog functionality.
4. Improved Deal Management
   • Flexible deal views: Kanban or List.
   • Deal listing data stored locally.
5. General Improvements
   • Dynamic Partner Directory views.
   • Updates for Salesforce notifications and HubSpot email integration.
   • Activity Logs added to Partner Portal.

October, 2024

1. New Kanban view and other UI/UX improvements for Deals on ChannelBoost
2. Introducing tags for referrals and deals
3. Introducing bulk action in the referrals and deals
4. Introducing bulk action in the Partner Acquisition screen
5. Introducing time zone selection to ChannelBoost
6. Included templates for referrals and deals
7. UI/UX improvements around filters for the incentive and assets modules
8. Added sorting in the App Stack directory
9. Improvement to Contracts
   1. Inclusion of Activity log
   2. Termination reason text box and notify Partner/Provider
   3. Added contract templates
10. Introduced Salesforce Integration

September, 2024

1. Introduced Slack Integration
2. Improvement to contract management
3. Brand changes from Coachbar to ChannelBoost
4. Introduction to App stack directory (Article to be released soon)
5. UI & UX changes to simplify customer experience in all modules
6. Bug fixes and improvements

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.