Partner Resources

The Virtuous Partner Program provides a set of resources designed to help you succeed — whether you’re building an integration, delivering implementations, or providing services to nonprofits. This page is the index: what’s available, how to access it, and when to use it.

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At a glance

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Partner Portal

The Partner Portal is your primary hub for the program. It’s where you:

• Access program resources, templates, and assets
• Submit requests (co-marketing, customer escalations, new integrations)
• Manage your marketplace listing
• See program announcements and updates
• Find the latest sales enablement and customer-facing materials

How to access: Approved partners receive Partner Portal credentials as part of onboarding. If you’re already a partner and need access (or need to add team members), reach out to your Partner Manager.

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Virtuous Academy

Virtuous Academy is the platform’s training environment — courses, certifications, and ongoing education that prepare you and your team to support Virtuous customers effectively.

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Courses and certifications

Course tracks vary by audience and product. Common tracks include: Specific certifications and prerequisites may evolve — check the current Academy catalog in the Partner Portal.

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When certifications matter

S+I partners specifically rely on Academy certifications as a customer-facing credential. The certification process validates your team’s expertise, which matters to nonprofits choosing an implementation partner.

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Marketplace

The Virtuous Marketplace is where nonprofits discover partners and integrations. Your marketplace listing is often the first impression a potential customer has of your offering.

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What goes in a marketplace listing

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Getting listed

• Technology partners get marketplace listing access after passing the Integration Pathway certification step
• Service and S+I partners work with their Partner Manager on the listing as part of onboarding

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Maintaining your listing

Marketplace listings aren’t set-it-and-forget-it. Update yours when:

• The offering’s capabilities change
• Pricing or engagement model shifts
• You add new customer-facing content (case studies, demos, etc.)
• Screenshots are out of date
• Contact information changes

Active, well-maintained listings convert better than stale ones.

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Referral Program

The referral program is a key part of the partner ecosystem. Partners refer nonprofits who may be a good fit for Virtuous; Virtuous refers nonprofits looking for partner services and integrations. Both directions are valuable.

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Referring nonprofits to Virtuous

If you’re working with a nonprofit who might benefit from Virtuous, you can refer them: The leads that work best are warm or qualified — there’s interest in evaluating CRM, an intro has been made, or there’s clear timing. We follow up promptly and keep you in the loop based on your preference.

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Commission

The referral program offers commission for qualifying referrals. Specifics — including the commission rate, payout cadence, and eligibility — are documented in the partner agreement and discussed with your Partner Manager. Not all partner types are commission-eligible; some consultants or agencies operate under non-commission referral arrangements. If you don’t have a Referral Agreement on file and would like to participate in the commission program, talk to your Partner Manager — they’ll walk you through the process.

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Receiving referrals from Virtuous

We also refer nonprofits to partners when there’s a fit. Common scenarios:

• A customer needs an implementation partner — we route to qualified S+I partners
• A customer is looking for fundraising strategy help — we route to relevant service partners
• A customer needs a specific integration that exists in the marketplace — we point them to the listing

Active partners (those engaged in the program with current marketplace listings and current contact information) get more referrals than inactive ones. Visibility within Virtuous and presence in the marketplace both matter.

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Co-Marketing

Co-marketing helps both sides reach more nonprofits. Common opportunities:

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Getting involved

Co-marketing typically starts with the GTM Worksheet during onboarding (see below) — that’s where we discuss what activation plays make sense. Once you’re in the program, you can:

• Mention specific co-marketing interest in conversations with your Partner Manager
• Respond to opportunities mentioned in the monthly partner newsletter
• Propose ideas — partners often know their audience and customers better than we do, and the best content often originates with the partner

Marketing collaboration isn’t just for the highest-tier partners. Every partner type can engage in some form of co-marketing.

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API Documentation

For technology and integration partners, the API documentation is the day-to-day reference for building and maintaining integrations. Each product’s docs include:

• Get Started — authentication, base URLs, first API call, error handling, rate limits, pagination
• Core Concepts — the data model and major resource families
• Common Workflows — task-oriented walkthroughs of the most common partner needs
• Webhooks (CRM+ and Raise) or Polling and Sync (Volunteer) — change detection patterns
• Integration Recipes — end-to-end opinionated implementations
• Best Practices — cross-cutting patterns for production-grade integrations

Start with the relevant product’s Overview, then dive into Concepts before workflows. The Integration Recipes are particularly useful for partners building common integration shapes.

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GTM Worksheet

The Go-to-Market (GTM) Worksheet is a structured tool we use during onboarding to align on activation plays and shared goals. It typically covers: The worksheet is sent during onboarding and revisited periodically as the partnership evolves.

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Support

The right support path depends on what you need.

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Program and partnership questions

Your Partner Manager is your primary contact for:

• Strategic direction and partnership development
• Co-marketing opportunities and joint planning
• Tier reviews and program advancement
• Connecting you with the right Virtuous team for any specific need
• Customer escalation triage (they’ll route to the right team)

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Customer escalations

When a mutual customer needs help with the integration or services you provide, the path depends on the issue:

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API technical questions

For technology partners, technical questions about the API itself:

• Public docs — the CRM+, Raise, and Volunteer documentation covers most questions
• OpenAPI specs — referenced from each product’s documentation; the source of truth for endpoint shapes
• Your Partner Manager — can route specific technical questions to the right engineering team

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Status and changelog

For platform status (outages, scheduled maintenance) and changelog (API updates, new features), check the relevant product’s Changelog page or the platform-wide status page if available.

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Tips for getting the most from these resources

A few patterns that strong partners follow:

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Where to go next