View Prospective Partners

To view a specific prospective partner's profile:

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

  2. Use the filters at the top of the page to find specific prospects.

    • See Manage Your New Partner Funnel to learn more about these filters. See the Column reference below to learn more about the table.

    • Select a column header to sort the table by that column.

    • Select [Columns] above the table to add or remove columns to the table.

chevron-rightColumn referencehashtag
Column
Description

Name

The prospect's name.

Relationship Stage

The relationship status between you and the prospect:

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

  • Outreach - Partners who were:

  • 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.

Contract Stage

The contract stage of the prospect (e.g., joined, expired, or advertiser retracted).

Groups

The partner group the prospect is assigned to.

Business Model

The prospect's business model. Business categories explained Social Influencer

As a creator, you have an audience that follows you for entertainment, education, and community, and they engage with social-native content that you produce. You may market products and services to this audience via social media platforms.

Content/Reviews

Partners focused on producing editorial content related to promoting, comparing and listing products and services.

Loyalty/Rewards

Partners who incentivize transactions from consumers, employees, or businesses through a membership and benefits reward program.

Deal/Coupons

Partners who aggregate and classify deals and promotions for consumer savings.

Email/Newsletter

Partners who have an audience that subscribes to their email or newsletter that brings together valuable content, discounts, and other information.

Search/Comparison

Search Engine, Social, or Programmatic marketers that manage keyword campaigns for brands, often on a performance basis.

Network

Partner platforms that broker access to brand campaigns and provide tracking, reporting, and payment services.

Technology Solution

Site-side shopping tools or services that drive conversion optimization for brands.

Cross Audience Monetization

Businesses that publish offers, content, and complementary products to current customers or audiences (e.g., exit traffic, improved UX) to drive incremental revenue.

Media Properties

The web and social channels the prospect has connected to their profile.

Assigned To

The brand account user to which the prospect is assigned.

Size

The prospect's audience size as well as their performance on impact.com.

Social Reach

The prospect's total social presence, based on follower counts across all social media properties.

Last Activity

The prospect's total social presence, based on follower counts across all social media properties.

Source

The source from which the prospect originated. Source fields Applications

Prospects that were aggregated from external applications. This includes both direct applications and partners who applied via the brand marketplace.

Marketplace

Prospects that were aggregated from the partner marketplace.

Extended Search

Prospects that were identified through extended search features.

Impact AI

Prospects that Impact AI tools have aggregated.

Messaging

Prospects that were aggregated through impact.com's in-app messaging feature.

Staff Recommended

Prospects personalized for you by your CSM.

Prospect Import

Prospects that were imported using the Prospect Import feature.

Creator Search

Prospects that were identified through the Creator Search feature.

Other

Prospects not aggregated by any of the above sources.

Custom fields

The prospects responses to the custom fields in your survey.

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

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 the 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.

• 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-down 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 campaignsarrow-up-right, 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.

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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