# Discover New Partnerships with Advocate
Take the PXA course
*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.
#### View your customer advocates
1. From the left navigation menu, select  **\[Engage] → Partner Discovery**.
2. Filter the recommendations and review the resulting list.
* Refer to the *Filter reference* and *Column reference* for further details.
Filter reference
| 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 reference
| 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](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria). |
| 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**. |
#### Revenue metrics
You can now view revenue-related stats for participants directly within *Partner Discovery* and on the *Participants* page (top-right panel with analytics metrics). These insights help you better understand the business value of your customer advocates, especially when deciding who to invite into your program.
{% hint style="info" %}
**Note**: Revenue metrics are based on standardized event formats from impact.com. If your brand tracks revenue using custom or non-standard event types, those may not be reflected in these metrics.
{% endhint %}
These revenue metrics are available as additional columns in the *Partner Discovery* table and are calculated as follows:
| Type of revenue | Description |
| ------------------- | ------------------------------------------------------------------- |
| Participant Revenue | The sum of all purchases made by a participant. |
| Referred Revenue | The sum of all purchases made directly from an Advocate's referral. |
| Influenced Revenue | The sum of all purchases made by an Advocate's referred friends. |
Example
**How Participant, Referred, and Influenced Revenue are calculated**
Let’s say user A refers user B and user C to your program.
* **Step 1 – First Level of Referrals**:
User A makes a purchase of $1,000
User B makes a purchase of $200 → this purchase converts the referral
User C makes a purchase of $300 → this purchase converts the referral
* **Step 2 – Second Level of Referrals**
User B makes another purchase of $1,000
User C makes another purchase of $500
| Metric | What it means | Calculation | Total |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------- | ----- |
| Participant Revenue | Purchases made by the original advocate (User A). | $1000 | $1000 |
| Referred Revenue | Purchases made by referred users that directly converted the referral. | $200 (B’s first purchase) + $300 (C’s first purchase) | $500 |
| Influenced Revenue | The total of all purchases made by referred users (purchases that converted the referral followed by any additional purchases after). | $200 + $1000 (B) + $300 + $500 (C) | $2000 |
These insights give brands more context when evaluating advocates for program prospecting.
{% hint style="info" %}
**Note**: Revenue metrics are based on standardized event formats from impact.com. If your brand tracks revenue using custom or non-standard event types, those may not be reflected in these metrics.
{% endhint %}
**Where to find revenue data**
Revenue columns are **always visible** in the Partner Discovery table and the Participants page, regardless of whether the participant has generated revenue. You’ll see these alongside existing stats like referrals, share link clicks, and social properties (when available).
{% hint style="info" %}
**Note**: Revenue metrics are based on standardized event formats from impact.com. If your brand tracks revenue using custom or non-standard event types, those may not be reflected in these metrics.
{% endhint %}
#### Filters in Partner Discovery
The table below outlines the available filters and sorting options you can use to explore participant performance, purchases, and referrals. These filters help you narrow down candidates to engage with in your creator or affiliate programs.
Filter reference table
| Filter | Description |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Type | Filter participants by user type or relationship category (e.g., customers, creators, affiliates). |
| Size | Sort or filter based on the participant's audience size, when available. |
| Referrals | View or filter participants based on the number of referrals they’ve made. |
| Participant Revenue | Filter by participants’ own purchase activity or spending with your brand. |
| Referred Revenue | Sort or filter based on the total revenue from participants’ referred users who converted. |
| Influenced Revenue | View revenue influenced by participants through ongoing purchases by referred users. |
| Additional Filters |
This panel allows for more granular targeting of participants. You can mix and match any of these filters to create highly specific participant views.
Relationship stage
Filter participants by their current relationship status (e.g., New, Outreach, Negotiating, Joined, Expired, Rejected).
Share link clicks (all time)
Filter participants based on how many times their share link has been clicked. You can set a minimum/maximum range.
Social channels
Filter by the participant’s connected social platforms (Instagram, TikTok, YouTube, Facebook, LinkedIn, etc.).
|
{% hint style="info" %}
**Note**: Sorting on any of the revenue columns uses all-time data for consistency and accuracy.
{% endhint %}
#### Invite affiliates and creators to your Performance or Creator program
If the person you want to invite is already a partner or a creator with an impact.com account, you can add them as a prospect to your Performance or Creator program.
When you add someone as a prospect, they will appear under the **Prospects** tab within your relevant program. This does not automatically invite them to your program, instead, it creates a list of potential partners that you want to monitor or invite in the future.
1. In the left navigation menu, select  **\[Engage] → Partner Discovery**.
2. Set your *Type* filter to **Creator** or **Affiliate**.
3. Hover your cursor over the name of the person you want to invite and select **Add Prospect**.
* If you see **Prospect in Another Program** it means they’ve already been prospected by you, and you can choose to prospect them into another program of yours. You can also select **Manage Prospect** to navigate directly to the *Prospects* page of the relevant program.
4. From the dropdown list, select the program you want to invite them to, then select **Add Prospect** again to confirm your action.
* A window will pop up informing you that your prospect has been added to your *Prospects* list in your relevant program.
5. Select **Manage Prospects** to navigate to your *Prospects* list or select **Continue Browsing** to look for other prospects using Partner Discovery.
* When managing your prospects, you can then [contact these prospects](https://help.impact.com/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/contact-a-prospect) or review, track, and manage them individually, and [send proposals](https://help.impact.com/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/send-a-proposal-to-a-prospect) to officially invite them when you're ready.
#### Invite customers to impact.com
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.
1. In the left navigation menu, select  **\[Engage] → Partner Discovery**.
2. Set your *Type* filter to **Customer**.
3. Hover your cursor over the name of the person you want to invite, then select **Invite to impact.com**.
4. From the drop-down list, select the program to which you want to invite this participant.
5. Select **Invite**.
* You will be prompted to send an email to the participant via your desktop email client.
6. 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](https://help.impact.com/brand/account-administration/account-settings/customize-your-impactcom-branding#partner-sign-up-branding-0-1). 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.
7. When you're ready, **send** the email.
* Once the participant completes sign-up, they become an impact.com partner and will appear in your [*Applications*](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/review-partner-applications/manage-applications-and-send-proposals) section, where you can approve or reject them.
* If the participant rejects the proposal, they will not appear in the *Applications* section. In both cases—whether they sign up or reject the proposal—their Relationship Stage will update in the Partner Discovery view.
#### Partner Discovery FAQ
Should I allow customer advocates who become partners to keep making referrals through Advocate?
To avoid double compensation, we recommend that you prevent them from making future referrals through your Advocate program. Advocates who upgrade to your Performance or Creator programs will begin earning rewards and payouts like your other affiliates and influencers. Contact our [support team](mailto:saasquatch-support@impact.com) if you need assistance with stopping future referrals.
How can I determine if a recommended participant is the right fit?
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.
I have multiple impact.com programs. How do I add the prospect to more than 1?
Participants can only be invited to 1 program at a time. If you feel they would be a good match for more than 1 program, then you can repeat the process above to send an invitation to an additional program.
