GDW / Product Updates

Customize Tabs and Columns in Promoter Management

Admin — Tue, 25 Nov 2025 23:00:00 GMT

Managers can now personalize the tabs and columns in the Promoter Management section of the partner portal. This allows them to display only the information that matters most, helping them stay focused and work more efficiently.

Setting to disable referral codes editing by partners

Admin — Wed, 04 Dec 2024 23:00:00 GMT

In program settings you can enable or disable the editing of referral codes by promoters. To disable the editing can be needed when you use the codes also in other systems (e.g. in Stripe) to tie the codes with discounts and so you need the same code in both systems.

All tab for referrals, rewards and payouts

Admin — Wed, 13 Nov 2024 23:00:00 GMT

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.

Set rewards as approved at reward creation

Admin — Sun, 20 Oct 2024 22:00:00 GMT

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.

Expired Referral Stage

Admin — Sun, 20 Oct 2024 22:00:00 GMT

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.

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

Admin — Thu, 28 Mar 2024 23:00:00 GMT

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.

Allow overrides of referrals after latest conversion if in stage submitted

Admin — Thu, 28 Mar 2024 23:00:00 GMT

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.

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

Admin — Thu, 28 Mar 2024 23:00:00 GMT

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"

Reward statistics properties in HubSpot

Admin — Sun, 10 Mar 2024 23:00:00 GMT

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.

Import transactions from Stripe to HubSpot

Admin — Sun, 10 Mar 2024 23:00:00 GMT

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.