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View Prospective Partners

Video

To view a specific prospective partner's profile:

  1. From the left navigation bar in the [Discover] [Discover] section, select Prospects.

  2. Find the partner whose profile you'd like to view and select that partner's name.

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This will open up a modal with a range of partner information and insights you can explore further to decide whether the partner is a good fit for your brand. Have a look at the sections below for more information on what can be found:

View the partner's basic information

Field

Description

Contract Stage

If you have proposed a contract to the partner, it should reflect a status here to show whether the partner has joined or not.

Relationship Stage

When adding a prospect to your list, the relationship status between that prospect and you will be reflected here. You should see one of following statuses:

  • New - Partners you've tagged as prospects, but have yet to email or send a proposal to.

  • Outreach - Partners who were:

    • Contacted via email.

    • Contacted via message, provided they aren't already a prospect.

  • Negotiating - Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered.

  • Joined - Partners joined to your program.

  • Expired - Partners with expired contracts.

Assigned to

You can assign account users to prospective partners by selecting the field and selecting users from a drop list.

Groups

If you would like to group the partner into a certain category, you can do so here. Managing partner groups helps you organize your partners and helps find specific types by filtering when looking to invite partners to campaigns, etc. You can add groups by selecting the space to the right of the field.

Campaigns

If your partner has been assigned to any campaigns, those campaigns will be listed here.

Surveys

If you have sent any survey invites to the partner, those surveys should be listed here. Surveys allow you to collect information from partners to improve or streamline your business. Learn more on how to create a partner survey.

Activity

A log of all activity relating to the prospect should be listed in this section. You also have the ability to add any internal notes or messages to potential partners that you want to store here, such as potential campaigns you had in mind for the partner, what caught your eye about them, etc.

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View the Partner's media properties and details

The Contract Requirements tab is only visible if the partner has specific contract requirements you need to meet before sending the proposal.

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