Communication with partners is key. That's why we've improved notes to a whole new level:

• Add comments under notes to create conversation threads
• Tag/mention people on notes and comments and let them know you've replied

It's now possible to automate the payout process using the API or Zapier.

We've added all necessary endpoints on the API to create, update, validate, accept, and pay payouts: endpoints

Also, you'll find 2 new triggers on Zapier:

• Payout status changed
• Payout created

If you are working with multiple types of partners, for sure the way you onboard them is different! That's why we've improved the onboarding pipeline: Define multiple onboarding pipelines for all your different partner programs.

Read the documentation: here

Access the new partner onboarding page from the top Partners menu:

It is very common to only pay partners when they reach a minimum amount of rewards. That's why you don't want to create payouts if this minimum amount is not reached.

Use the new threshold field when creating payouts to only generate them if the sum of pending rewards is above the limit:

Certifying partners is key to ensuring they are well-trained in your products and services. We've developed a brand new way of managing certifications on Kiflo.

Here's what's possible now:

• Defining certifications with expiration dates
• Giving certifications to team members (and not partners!)
• Easily track who is certified and who should renew certifications

Read the documentation.