Product Updates

Card with promoter profile on HubSpot contacts

Using that new promoter information card you can now access all key promoter related information directly from HubSpot. It includes info about enrolled programs and performance statistics. By clicking on the grey button you can also quickly access all referrals, rewards and payouts related to that promoter

November 3, 2024

Embed videos to promotions and resources

You can now embed videos to promotions and resources. Use video content to make your promotion ideas and program resources more engaging for your partners. Simply paste a video link when creating your program content.

October 14, 2024

View Dashboard button now available on referral widgets

Referral widgets now contain a view dashboard button which lead to the light version of the promoter dashboard. It enables your promoters to easily access the results of their promotion efforts and other campaign information, increasing their motivation to promote more.

October 7, 2024

Customize data visibility in promoter portals

For each of your programs you can now decide which data your partners should be able to see. In the menu items sections of your program settings there is now an edit button for referrals, rewards and payout sections. Once you click on that button you will be able to activate, deactivate and reorder the respective tabs and data columns.

September 30, 2024

Payout data editing by managers

Managers are now able to manually edit payout method and payout data for their promoters. As a manager navigate to promoters section, click on the edit button for the promoter you want to edit and under billing info enter the payout data. Thats a handy feature in cases when your promoters did not entered the payout data themselves or they provided you the data for example via email.

September 19, 2024

Tokens for dashboard link, referral link and referral code in notifications

Three new tokens are now available to be used inside of GrowthDrive notifications. Those are the dashboard link, referral link and referral code. Notifications are a good way to bring promoters back to their dashboards or to share with them the key sharing information.

September 2, 2024

All tab for referrals, rewards and payouts

An "All" Tab has been added to referrals, rewards and payouts sections of the promoter portal. It enables the promoters to see all data at a glance. Only if they see to many data they might have the needed click through the additional tabs.

July 14, 2024

Program Agreement Approval

You can activate "Program Agreement Approval" for your promoters to sign. Once accepted promoters get full access to their portal and can start promoting.

June 30, 2024

Property for matching method of referral

In HubSpot there as a new contact property synced from GrowthDrive. The "Matching Method" property enables you to see what matching method was used for are referred contact. The possible options are Referral Code, Referral Link, Referral Form or Manually Matched.

June 23, 2024

Editing of referral codes by manager

Managers are now able to edit referral codes for each of their partners. That way they can create codes which are easy to memorize.

June 9, 2024

Activate, Deactivate or Rename Statistics on Promoter Portals

You can activate, deactivate, or rename statistics on Promoter Portals to manage and customize the data displayed for your referral programs.

May 26, 2024

Expired Referral Stage

We have added an expired stage for the management of referrals. That stage is visible to managers and partners. It can be used to indicate which referrals are no longer relevant for rewards. You can set a referral to expired via HubSpot workflows (Edit referral status action) or via the expiration duration setting. Please note: The expiration duration setting will automatically switch referrals to expired if they are in submitted or accepted status and the expiration duration was reached.

May 12, 2024

Customize promoter portal navigation

You can now customize the main navigation for each of your programs. In program tier settings you can enable or disable partner portal sections and also add and label your own custom links.

April 28, 2024

Manage program resources

You can now activate resources section for your partner portals. Offer your promoters educational content, catalogues, agreements or any other materials which help them promote your products.

April 14, 2024

Set rewards as approved at reward creation

We have added an easy way to skip the "Open" reward status option. When you assign new reward manually or via HubSpot workflows you will now be able to choose if the new reward should be created as "Open" or "Approved". That streamlines the rewards handling in situations when you are confident about the created reward.

April 1, 2024

Be able to edit name of not activated promoters

You can now manually edit names for your virtual promoters (promoters who did not activated their accounts yet). Once a promoter creates their account they can edit their name via their profile settings.

March 26, 2024

Allow overrides of referrals after latest conversion if in stage submitted

Another important tracking update. Until now once a referral was matched with a promoter and later converted from a different promoter the referral would still be matched with the initial promoter. From now on if a referral is in stage submitted the matching would be overridden by the latest referred conversion.

March 20, 2024

HubSpot contacts disabled from matching will be automatically set to declined if matched via referral form

If you disable existing HubSpot contacts from matching and one of your promoters would attempt to submit them via referral form, these submissions would be automatically be set to referral status "declined"

March 18, 2024

Referral submissions via form are synced to HubSpot without the need to accept them

Important change to submissions via referral form. When promoter submits a referral it will be synced directly into HubSpot. Before this change you had to approve these submitted referrals inside of GrowthDrive in order to see them in HubSpot. We hope this change will streamline the process.

March 14, 2024

Match promoter with contact via HubSpot workflows

New automated action for the HubSpot workflows. You can now match promoters with referrals also using HubSpot workflows. That further increases the already flexible matching capabilities of GrowthDrive. This is use full for example if few work with strategic partners or to assign rewards to your internal team.

March 13, 2024

Improved style of notification emails

We have improved the styling of notification emails sent from GrowthDrive. Notification emails can be customized in GrowthDrive settings or via the HubSpot workflows.

March 7, 2024

Reward statistics properties in HubSpot

In HubSpot you will now find three new properties which related to the performance of your promoters. Those are Total Number of Rewards, Value of Rewards Earned and Unpaid Rewards. You can use these properties for reporting for other use cases related to segmentation of your partner database.

March 7, 2024

Edit the status of referrals and rewards via HubSpot workflows

Two new GrowthDrive actions are now available inside of HubSpot workflows. Edit Referral Status and Edit Reward Status. Use them to enhance the automation of your programs for example by automatically approving certain referrals or turning rewards into payouts.

February 28, 2024

Personalised welcome message on promoter dashboards

Your promoters will now see a personalised welcome message on their dashboards. The message will be shown on both the public and the logged in versions of your promoter dashboards. It will only get shows if the first name of a promoter is known.

February 12, 2024

Import transactions from Stripe to HubSpot

We have extended the Stripe integration by import of transactions from Stripe to HubSpot. The transactions in Stripe will be created as deals in HubSpot and you can use them to automate the distribution of rewards. In the settings of the Stripe integration you can now choose the pipeline, deal stage and also the Stripe products that should be imported.

February 8, 2024

Connect Custom Domain to Promoter Portal

You can now connect your custom domain or subdomain to each of your programs. e.g. partners.yourcompany.com Currently its an on demand feature and can be requested via support@growthdrive.co

February 5, 2024

Add promotion idea to multiple programs

You can now add each promotion idea to multiple programs. That saves lot of time and makes management of your promotions much easier. No need to duplicate similar promotion idea for each of your programs. Simply choose in which programs each promotion idea should be visible. Make it easy for your promoters to promote valuable content related to your products and services.

January 30, 2024

Blocking HubSpot Contacts from Matching with Promoters

We have added a "Disable promoter matching property" to HubSpot, which enables you to block your existing HubSpot contacts from matching with promoters. This is a handy feature, for example, to avoid matching your existing paying customers with promoters. All HubSpot contacts with that property set to "yes" will be blocked from matching.

January 15, 2024

Last Activity Properties

With "Last Referral Date" and "Last Reward Date" we now sync two new properties from GrowthDrive to HubSpot. Using these properties, you will be able to better segment your promoters based on engagement and, therefore, prioritize your promoter relationship efforts. For example, you can easily create a list of active and not-active promoters or stop paying rewards to promoters who sent the last referral more than 12 months ago.

January 2, 2024

Self-referrals protection

Important update to referral tracking. With self referral protection, all referrals who have the same email address as the promoter will not be matched anymore. The goal of this feature is to avoid self referrals, which can happen willingly or unwillingly when a promoter clicks on his/her own referral link to test if the link works.

December 28, 2023

Add HubSpot tracking code and chat to promoter portals

GrowthDrive now enables you to add HubSpot tracking script to each of your programs. By doing so you can now use HubSpot analytics to track engagement of your promoters, enable HubSpot chat for promoter support or show HubSpot CTAs inside of your portals.

December 20, 2023

Improvements to referral link tracking

Original source property is now used for referral tracking in addition to latest source property. That leads to a more accurate tracking in cases where a referred lead initially visits a website after clicking on a referral link but does not submit a form during that same session.

December 12, 2023

Choose to assign reward to contact in HubSpot workflows

In contact based HubSport workflows you can now choose each if the reward should be assigned to the associated promoter or to the contact in the workflow. That enables to reward your promoters and any HubSpot contact no only for referrals but also for performance (e.g. 20 referrals in total) or other rewardable actions (e.g. video testimonial submitted)

December 11, 2023

Reward calculation for deals in foreign currency

If you have have HubSpot deals in multiple currencies you can now use another the "amount in home currency" field to calculate your rewards. That field calculates your foreign currency deals into your home currency and enables you to accurately calculate rewards for foreign currency deals. You will find that setting in GrowthDrive settings > integrations > HubSpot integration.

December 11, 2023

Create referral links in HubSpot to any page via email tokens

The referral code property is now filled for all your promoters. Until now it was only filled if you activated the referral code tracking. You can use the code for creation of referral links in HubSpot newsletters or email templates via personalization tokens.

December 5, 2023

Enable / Disable the creation of referral links by promoters

You can now disable the option to create custom links for promoters.

November 23, 2023

More flexible promoter tier switching via HubSpot workflows

You can switch promoter tiers via HubSpot workflows. This update now allows you not only assign new tiers but also unassign previously assigned tiers.

November 21, 2023

Mass payouts via PayPal

You can now use mass payouts in GrowthDrive via the PayPal mass payouts integration. The features is available as a PayPal add-on or inside of the GrowthDrive ultimate package.

October 31, 2023

Hide overview tabs on dashboard if their content is empty

If there are no visible rewards or promotions created by the manager, the tabs Rewards Overview and Promotions Overview will be hidden.

October 23, 2023

Un-enroll promoters via HubSpot workflows

You can now automatically unenroll promoters from your programs via HubSpot workflows. To do that use the workflows action "Switch program tiers" and the option "Unassign Tiers"

October 6, 2023

2-Level Rewarding

You can now reward promoters for referrals of promoters who they referred. You can enable this feature settings of your rewards. Its available for Pro customers.

September 21, 2023

New integrated property - Promoter Dashboard Link

Link to promoter portal of your promoters is now synced to HubSpot contacts as property. Send the link to your promoters for easy portal access.

September 19, 2023

Selfservice payout method editing by promoters

Managers can now choose payout methods for each program. Once chosen promoters are able to edit their preferred method including the payout data via the promoter portal.

August 23, 2023

Send notifications to promoters via HubSpot workflows

Notify your promoters about the progress of their referrals, new assigned rewards and more easily via HubSpot worfklows.

August 15, 2023

Deactivate programs

You can now deactivate your programs. Find the deactivate button at the bottom of each of your programs. You can restore deleted programs from the archive.

April 27, 2023

GrowthDrives New Pricing

We have launched new pricing. Core package now includes more features and can be extended using add ons with features like HubSpot workflows integration, Stripe integration and other which were available only in Pro before. Pro package is now Ultimate and includes Core package with all available add-ons at discounted price.

April 19, 2023

Promoter Dashboard Mobile Optimization

We have optimized the dashboard section of the promoter portal for mobiles phones. Promoters can now easily copy referral links, codes or submit leads via their mobile phones.

April 10, 2023

Program Marketplace

Leave Program Option for Promoters

Promoter have now the option to leave programs they no longer want to participate in.

April 6, 2023

Decline Accepted Referral

We this update you are now able to decline accepted referrals and so make them available for another promoters.

February 24, 2023

Set From Name & Reply To Address in Invite via HubSpot Workflow

When inviting your promoters to GrowthDrive via HubSpot workflows you can now add from name and reply to address to the invitation email.

February 15, 2023

Create and Associate Rewards on HubSpot Contacts

From now on you can assign and view rewards not only on referred HubSpot deals also on referred HubSpot contacts

February 14, 2023

Choose default tier for HubSpot integration

You can now choose a default program tier for your HubSpot integration. The default tier is the target tier for the virtual promoter property in HubSpot. The virtual promoter property can be used to enrol any HubSpot contact to your program by switching in to "YES" which in turn generates the referral link and code for that contact.

January 24, 2023

Auto-Assign Default Reward to Referred Deal

For each tier you can now choose one reward which will be automatically assigned to referred deals in that tier.

January 17, 2023

Pass HubSpot owner of a promoter to referrals by that promoter

You can now easily pass the HubSpot contact owner of your promoters as owners to all referrals by that promoter.

January 16, 2023

Create virtual promoters via HubSpot workflow

You can now create virtual promoters via HubSpot workflows. This way you can add any HubSpot contact into program tier of your choice without sending an invitation to GrowthDrive. Depending on the tier you create the promoter for, the referral code, referral link, dashboard link properties and other GrowthDrive properties in HubSpot will be filled.

December 27, 2022

Program Marketplace

Improvements to my Programs Area

The adjustment to programs area include - My programs tab showing programs I participate in, managed programs tab shows programs I manage, in my programs promoters now see each tier they are active in, if a promoter is active in multiple tiers for the same company all tiers are listed separately in my programs.

December 26, 2022

Improvements to promoter experience

The improvements include - Incentives renamed to promotions, full logo displayed on dashboard instead of icon, changed program switcher, tier label from tier settings is now displayed on promoter dashboard instead of account name.

December 23, 2022

Phone field enabled for integrated referral form

You can now display property type "phone number" on the integrated HubSpot form.

December 15, 2022

Templated message for sharing buttons

You can now set a standard message for sharing which will get shown once a promoter clicks on sharing buttons or sharing via email. The message can be set on standard links, on promotions and on referral widgets.

December 13, 2022

New Integrated Property - Referral Source Tier

We have added a referral source tier property as another synced property to your HubSpot contacts. It helps you see which referral where referred by which promoter tier.

December 9, 2022

Reauthenticate Integration

You can now reauthenticate your HubSpot integration. This might be important in cases where for example GrowthDrive adds new features which require different scopes as those you have allowed when you connect the integration initially.

November 8, 2022

Tier based branding

You can now add different brands on the tier level. Branding set on the tier level will override the default account branding. That is very useful programs who need to promote multiple brands from one HubSpot account.

November 7, 2022

Branded login page for promoters

You can now setup a branded login page for your promoters to login in their promoter portal. So far you can add banner image and logo to that page.

October 3, 2022

Use a HubSpot form as referral form

You can now use a HubSpot form as a referral submission form on promoter dashboard. Use any HubSpot property as a form field on that form.

September 30, 2022

Tier name token for notifications

Program tier tokens are now included in notifications templates.

September 21, 2022

HubSpot deal stage visible to activated promoters

In the rewards sections promoters can now see the HubSpot deal stage for their rewards.

September 3, 2022

Solution for custom form tracking

If you need to track referral signups for a custom form which is not integrated with HubSpot e.g. a signup form for your SaaS product, please read this guide https://www.growthdrive.co/help-articles-manager/custom-form-tracking to learn how to integrate it and track propertly.

August 23, 2022

Public dashboard for promoters

Light version of promoter dashboard accessible via secret link without the need to create login and password. The link can be generated and sent to any contact and offers low barrier way for promoter incentivization.

July 19, 2022

Default referral link and code for each promoter tier as HubSpot property

For each promoter tier you can now find a HubSpot property for referral link and referral code and use that properties as personalization tokens inside of HubSpot emails.

June 28, 2022

Tier tokens and reply to address for notifications

You can now better personalize GrowthDrive notification by using tokens for your promoter tiers or your reply to address.

June 7, 2022

Switch Program Tier via HubSpot Workflow

You can now switch the group (tier) a promoter belongs to via HubSpot workflow. A promoter can be added to one or more groups. Through the workflow action you can assign new groups or remove existing groups.

June 7, 2022

Automatic Referral Approvals

In tier settings you can now activate automatic referral approvals. All referrals will be automatically approved for promoters in that tier.

May 31, 2022

Assign Rewards via HubSpot Workflows

You can now automate rewards distribution by assigning them via rewards via HubSpot workflows. Both contact and deal workflows can be used. This feature bring huge flexibility to your rewarding process.

May 25, 2022