This article highlights updates and enhancements to the ChannelBoost portal, providing transparency about the latest features and improvements, which include:
- Streamlined Profile Setup: Simplified processes to create and publish professional profiles for maximum visibility.
- System Grids: Tailored environments for showcasing services and expertise to potential partners and SMBs.
- Subscription Management: Tools for managing plans, credits, and payment details with ease.
- Integration Capabilities: Hubspot connectivity for seamless data synchronization.
- Specialization & Services: Easy categorization of software proficiency and service offerings to attract the right clients.
May 2025
This month's Partner Portal release improves usability and campaign interaction while removing unnecessray subscription and directory clutter.
1. Campaign Auto Linking
- When applying to a campaign, your referral link is not auto-generated.
- No more manual "Generate Link" step, faster onboarding and engagement.
Click here for more information
2. Simplified Navigation & Access
- Subscription and unused Directory tabs removed from the menu.
- Invitation links now redirect directly to the invitation section, improving access flow.
- Safari scrollbar rendering restored for Partner Listings.
Click here for more information
3. Referral Program Participation
- New public referral programs allow you to:
- Join as a Partner or Referrer.
- Generate personalized referral links.
- Track your rewards and referrals from a custom dashboard.
- Participate in programs shared via external links and widgets.
- All participants now receive customized confirmation emails and track referrals in one place.
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4. Directory Updates
- Directory filters now include State selection.
- Filters dynamically update based on selected country.
- More relevant results shown for your geography.
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5. UI & Behavior Fixes
- Full email addresses now display across portal (no more ellipsis)
- Improved redirection and messaging for invalid or expired invite links.
- Tagging and asset filter now work
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6. Future Enhancements
- View referral rewards and billing status in the referral dashboard.
- Language improvements for international users (State/ County).
April 2025
1. Deals – HubSpot Integration Just Got Smarter
- View synced deals across multiple pipelines directly from your ChannelBoost Deals page.
- Each deal includes a clickable link to view the record in HubSpot.
- Pipeline and stage mapping enhancements provide clearer deal progress and centralized management.
Click here for more information
2. Campaigns – Affiliate Performance at Your Fingertips
- A new Statistics tab in your Partner/Provider Card shows how your campaigns are performing.
- See summary metrics (clicks, traffic, conversions) in tile format.
- Dive deeper with interactive charts, graphs, and data grids.
- Monitor performance per campaign to better align your efforts.
Click here for more information
3. Payouts & Rewards – More Invoice Control
- You can now see whether a payout has been manually marked as Paid or Voided by your provider.
- These updates are visible in your payout history for full transparency.
- This change ensures accurate financial records for you and your providers.
Click here for more information
4. Integrations – Richer Listings, Better Insights
- Software Providers can now embed videos, images, and success stories into integration pages.
- You’ll also see estimated install counts and integration data flow information where applicable.
- These enhancements help you evaluate integrations before committing.
5. Settings – Advanced API & Webhook Access
Developers can now generate API keys to push data securely into ChannelBoost.
Real-time updates are now available through webhook notifications.
These tools help automate integration setup, status sync, and partner onboarding.
Click here for more information
March 2025
The latest release introduces new features and improvements to enhance partner experience, campaign tracking, and asset collaboration in the Partner Portal.
1. Dashboard
- The Provider Card now displays detailed campaign performance metrics, including total clicks, leads generated, and earned rewards.
- Improved visual tracking helps partners assess engagement levels across providers.
Click here for more information
2. Campaigns
- Added CPL (Cost Per Lead) as a new reward model alongside existing CPC and CPA.
- Partners can now access live campaign dashboards with real-time statistics for clicks, conversions, and commission breakdowns.
- Updated campaign preview pages allow generation of affiliate links and visibility into reward progress.
- Advanced fraud detection ensures that only unique actions or clicks qualify for payouts.
Click here for more information
3. Payouts & Rewards
- New Recurring Rewards system introduced for multi-period commission campaigns.
- Rewards are calculated and issued based on defined billing cycles and thresholds.
- Payout history now includes detailed breakdowns by campaign, provider, and period.
Click here for more information
4. LMS
- Co-Branded Assets now support dynamic placeholders (e.g., name, logo) and real-time preview before sharing.
- Partners can edit and submit branded assets through streamlined approval flows.
- Asset cloning enables faster replication of approved formats.
Click here for more information
5. My Providers
- The Invitations section now clearly displays invitation status and allows direct access to collaboration requests.
- Providers who launch campaigns now show an Insights tab in their card, summarizing campaign participation and payouts.
Click here for more information
6. Integrations
- Tech Partner records can now be removed via the Integrations tab if marked unpublished and inactive.
- Offers must be deactivated before removing published integrations.
7. Settings
- Partners can now view their subscription plan duration and billing cycle terms under the Settings tab.
- Display aligns with the provider-defined billing rules used in recurring rewards.
Click here for more information
January, 2025
1. Cost-Per-Click (CPC) Rewards
- Earn rewards for each valid click generated through your affiliate links.
- Choose between flat-rate CPC rewards or tier-based CPC rewards based on performance.
- CPC rewards are calculated automatically based on the campaign settings.
2. Enhanced Campaign Management
- View and apply to campaigns directly from the Partner Portal.
- Generate and track unique affiliate links for each campaign.
- Monitor your campaign performance, including clicks and rewards.
Click here to view more details.
3. Co-Branding Assets
- customize co-branded marketing assets using templates.
- Edit, Review and share assets with Providers for collaboration.
Click here to view more details.
4. Refer a Mate Program
- Invite businesses to ChannelBoost and earn credit when they subscribe to a premium annual plan.
- Both you and the referred business receive a credit—a win-win!
- Track invite history and referral rewards directly in the portal.
5. Improvements & Fixes
- Improved partner directory filters for better navigation.
- UI updates for referral tracking and campaign listings.
- Minor bug fixes and performance optimizations.
December, 2024
1. Partner Portal Enhancements
- Profile Publishing: Submit and track profile publication requests with ease.
- Unified Directory View: Access comprehensive partner profile data in one place.
2. Microsoft Signup/Login Integration
- Secure Access: Seamless signup and login using Microsoft accounts with Single Sign-On (SSO) support.
November, 2024
- Improved Deal Management
- Flexible deal views: Kanban or List.
- Deal listing data stored locally.
- Activity Logs added to Partner Portal.
October, 2024
- Introducing tags for referrals and deals
- Introducing bulk action in the referrals and deals
- Included templates for referrals and deals
- UI/UX improvements around filters for the incentive and assets modules
- Improvement to Contracts
- Inclusion of Activity log
- Termination reason text box and notify Partner/Provider
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.
