Partner Discovery highlights customer advocates who may be a good addition to your Performance or Creator program. With Partner Discovery, you can:
Invite high-performing customer advocates who drive substantial traffic or make a lot of referrals to your Performance or Creator program.
Find customer advocates who are active affiliates or influencers for other brands, knowing that they're already your organic customers with an appreciation for your brand.
From the left navigation menu, select
![[Engage]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d0da6a759d66830ceb05e654496a4338.svg)
[Engage] → Partner Discovery.Filter the recommendations and review the resulting list.
Refer to the Filter reference and Column reference for further details.
Filter
Description
[Search]
Search for a participant by name or by email address.
Relationship Stage
Limit results based on the relationship that the participant or partner/creator has with your brand.
No relationship: Partners who do not have any existing relationship to your brand's Performance or Creator program.
New: Participants you've already tagged as prospective partners or creators in your Performance or Creator program, but have yet to email or send a proposal to.
Outreach: Participants to whom you've sent an email or message.
Negotiating: Partners with whom you don't yet have an accepted contract. This includes prospective partners who applied to your program and are waiting on your decision; partners who haven't yet accepted your proposed contract; partners who countered your proposal; and partners whose application you’ve countered.
Rejected by Partner: Participants who rejected your invitation to join a Performance or Creator program.
Rejected by You: Partners or creators who previously applied to your program and were rejected.
Joined: Participants who have joined your program as a partner or a creator.
Expired: Partners with expired contracts.
Suspended: View partners you no longer work with due to being non-compliant with your terms.
This filter will only return matches for participants who are already partners or creators on impact.com.
Type
Limit the result to a specific type of participant.
Affiliate: This participant has a partner profile on impact.com.
Creator: This participant has a creator account on impact.com.
Customer: This participant is part of your referral program and does not have an account on impact.com.
Size
Look for only partners or creators of a specific size or tier.
This filter will only return matches for participants who are already partners or creators on impact.com.
Location
Limit the results to only participants who live in specific countries.
This filter will only return matches for participants who are already partners or creators on impact.com.
Social Properties
Look for participants with who have connected an Instagram, X, YouTube, or TikTok account to their impact.com account.
This filter will only return matches for participants who are already partners or creators on impact.com.
Referrals
Limit the list to participants with 1+ referrals, 2+ referrals, or 5+ referrals.
Column
Description
Name
The participant's name.
Relationship Stage
Displays the participant or partner/creator's relationship stage with your brand.
No relationship: Partners who do not have any existing relationship to your brand's Performance or Creator program.
New: Participants you've already tagged as prospective partners or creators in your Performance or Creator program, but have yet to email or send a proposal to.
Outreach: Participants to whom you've sent an email or message.
Negotiating: Partners with whom you don't yet have an accepted contract. This includes prospective partners who applied to your program and are waiting on your decision; partners who haven't yet accepted your proposed contract; partners who countered your proposal; and partners whose application you’ve countered.
Rejected by Partner: Participants who rejected your invitation to join a Performance or Creator program.
Rejected by You: Partners or creators who previously applied to your program and were rejected.
Joined: Participants who have joined your program as a partner or a creator.
Expired: Partners with expired contracts.
Suspended: View partners you no longer work with due to being non-compliant with your terms.
Type
Shows whether the participant is an Affiliate (partner), Creator, or Customer. Participants may belong to more than 1 type.
Referrals
Shows the all-time number of referrals made by this participant that have completed your program's initial goal.
Share Link Clicks
Shows the amount and frequency of clicks on the participant's share links within the last 30 days.
Size
If the recommendation is for a partner or a creator, this column displays their partner size or creator tier.
Location
This column displays the flag of the the country in which the participant lives.
Social Properties
Displays an icon for each social media property the partner or creator has connected: Instagram, X, YouTube, TikTok.
Send an invitation to participants you want to invite to your Performance or Creator program.
The invitation process differs slightly depending on the participant's Type. Select Affiliate/Creator or Customer below to view specific instructions.
After you invite the participant, any prospecting automations you have in place will trigger as usual.
If the person you want to invite is already a partner or a creator with an impact.com account, then you can invite them directly to your program as a prospect.
Hover your cursor over the name of the person you want to invite.
Select Add Prospect.
Alternatively, if you have already added this prospect to 1 program, you can select Prospect in Another Program to invite them to a 2nd program.
From the drop-down list, select the program you want to invite them to.
Select Add Prospect to confirm your choice.
Select Manage Prospects to send a proposal to the prospect.
Alternatively, select Continue Browsing to return to the Partner Discovery screen.
When the partner or creator responds to your proposal, their Relationship Stage updates on the Partner Discovery screen.
If the person you want to invite doesn’t have a partner or creator account with impact.com, then your invitation will be to both the impact.com platform and your Performance or Creator program. These prospects may require some additional information about what a partnership program is, and your email to them should address the purpose of your program.
Hover your cursor over the name of the person you want to invite.
Select Invite to impact.com.
From the drop-down list, select the program to which you want to invite this participant.
Select Invite.
You will be prompted to send an email to the participant via your desktop email client.
Revise the example text with a personalized invitation to the customer advocate.
The default copy contains a generic invitation and your branded partner sign-up link. Because the participant may not be familiar with affiliate or creator partnerships, you may wish to add more detail about your program and why it's a benefit for them to join.
When you're ready, send the email.
When the participant signs up or rejects the proposal, their Relationship Stage updates on the Partner Discovery screen.
To avoid double compensation, we recommend that you prevent them from making future referrals through your Advocate program. Advocates that you upgrade to your Performance or Creator programs will begin earning rewards and payouts like your other affiliates and influencers. Contact our support team if you need assistance with stopping future referrals.
There are a variety of factors that can make a participant a good prospective partner. You may want to consider:
The quantity of their referrals and share link clicks. These metrics can give you insights into the size and quality of the participant's audience.
Whether they're already a partner. If your participant is already active in a Performance or Creator program, they're familiar with the affiliate model and can get up to speed on your program details more quickly.
Your business goals. For example, you have 2 recommended participants who live in a region in which your brand wants to establish a larger presence. You may wish to recruit these participants into a more formal partnership so that they can help you grow your brand in that region.