View desktop instructions

View mobile app instructions
Manage My Partners

Published on: Thu, 26 Sep, 2024 at 1:40 AM | Updated on: Tue, 10 Dec, 2024 at 4:07 AM

Once you have formed partnerships, you can manage a list of these partners from the My Partners screen.

From the left navigation menu, select [Engage] → Partners → Partners.
- Select [Graph icon] to view the Performance by Partner report, the Partner tracking settings, or the Partner contact list.
- You can also Bulk Edit or Download Partner Email List from this screen.

Search for or filter your partners using the filtering tools below My Partners.

See the Filter reference below for more information about the filtering tools.

Filter reference

Filter	Description
Search bar	Filter through your partners by searching for their name, unique partner ID, or URL.
Status	Filter your partners according to whether they are in an active, expired or suspended state of the partnership.
Group Name	Filter your partners to a specific partner group they are assigned to.
Contract Status	Filter partners by the type of contract they are signed to.
Terms Updates	Filter your partners based on any updates to their terms, e.g. Partners who have pending proposals, or partners whose contracts have recently expired.
Select [More] to see additional filter options.
Relationship Type	Filter to partners that either directly partnered with you or have partnered with you through the marketplace.
Country	Filter partners based on the country they are from.
State/Province	Filter partners based on the state or the province they are from.

Select [Column] [Columns] to add additional columns to the My Partners screen.

See the Columns reference below for more information about the different columns.

Column reference

Column	Description
Access	This column provides a URL that grants temporary access to the partner account. You can only access your partner's account if they've only joined your program via a direct sign-up link. Contact support if you want this option enabled.
Partner	The partner's unique name, ID, and location can be found in this column.
Direct Partner	This column will display a [Check] if a partner is a direct partner with you, as opposed to one that joined through the marketplace.
Groups	This column displays a list of labels indicating the different groups the partner is associated with.
Contract	This column shows the various contracts the partner is currently signed to.
Date Joined	This column displays the date the partner joined your program.
Report	Select the [Graph] to view the performance report for a particular partner.

To the far right of the partner row, you can select [Menu] [More] for various actions to help manage your partners.

See the Actions reference below for the various actions you can perform for each partner.

Actions reference

Action	Description
Notes	This action allows you to manage notes about the partner. You can also view further details here such as communications history, who the account manager is, the current status and more.
Contract	This action allows you to choose from a range of actions associated with the contract between you and the partner. To learn more, view the contracts section.
Tracking	This action gives you a set of options related to tracking events between you and the partner. To learn more, view the tracking section.
Partner Integration	This action allows you to help your partners in setting up either partner tracking pixels or postbacks to sync event data with the partner's own system.
Account Manager	This action allows you to specify an account manager for the selected partner. You can make contact information available for each of your direct partners to enable them to contact the proper person on your team.
Client Cost Settings	This action allows you to enable client costs for the partner. Select their default cost type and action tracker exceptions here.
Compliance Settings	This action allows you to customize review schedules and audit rates. You can override how frequent the review schedule for a partner is as well as how frequently they are audited.
Message	This action opens up the chat window. From the chat window you can either send the partner a message or open up the messaging center by selecting [More] → View in Inbox.