Be a Partner Portal power user!
Gaining access to and navigating the Partner Portal is just the beginning. Keeping your Portal skills sharp and leveraging its many features is essential for those looking to maximize their FreeWill partnership. 💪
In our 7/30/2026 Portal "deep dive," we spotlighted top tips for getting the most value from Portal's data and insights.
We covered:
- Quick hits on reviewing, analyzing, and downloading your FreeWill data
- Essential resources found in Portal, from the Learning Hub to the Marketing Library
- Newly released features you may have missed that deliver great value
- An exciting update expected to launch next week
Watch the recording above any time, and please join us in Q4 so you can become (or remain) a Partner Portal power user!
Post-training survey here.
Note: This training is held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Please join us every quarter.
