Invite Partners to Join a Brand's Program

Take the PXA course

Note: Partners who sign up to impact.com via a direct invite will not have access to the brand marketplace. However, they may still join the marketplace at a later stage.

There are 4 ways you can invite or onboard partners to your program:

1

Share an account-level sign-up link

This method directs prospective partners to the brand's account-level sign-up page. From here, they can log in or sign up for a partner account to apply for your programs. Partners who join this way must be reviewed and approved by you.

1. From the top navigation bar, select [User profile] → Settings.
2. On the left, under Account Settings → Branding, select Sign up Page.
3. The login link can be found at the bottom of the Branding Options section. Copy and send this link to prospective partners.

2

Share a program-specific sign-up page

This method directs prospective partners to a sign-up page for a particular program only. Partners who join this way must be reviewed and approved by you.

1. From the top navigation bar, select [User profile] → Settings.
2. On the right, under Program Settings → Branding, select Partner Sign Up Page.
3. The sign-up link can be found in the General section below the Your Sign Up Link heading. Copy and send this link to prospective partners.

   • Learn how to customize the partner sign-up page.

3

Send a branded contract link

This method involves sending partners a unique branded link tied to a specific template term. The partner will review the terms on a branded page and then apply to your program.

1. From the left navigation menu, select [Engage] → Contracts → Template Terms.
2. Hover over the template term you want to use and select [More] → Get Branded Links.
3. Copy the link provided in the Promo Page Link field.

   Note: Each template term has a unique branded link associated with it.

This link will direct partners to your branded promotional page where they can review your template terms before they sign up.

4

Add partners to template terms manually or in bulk

Add partners via template terms

1. From the left navigation menu, select [Engage] → Contracts → Template Terms.
2. Find the template term to which you want to add partners and select [More] → Add Partners.
3. In the Media Partners field, you can:

   • Add existing partners: Use the search box to find partners from your existing partner list.
   • Add new partners: Select [Drop-down menu] Add manually to add new partners individually.

     Note: When you add new partners manually, they'll receive an email with your program invite and will be automatically joined to your program upon completing the signup form. If the partner hasn't yet joined impact.com, simply leave the Partner Id field blank.

     • When adding new partners manually or in bulk, do not add more than 1 entry or email address for a single partner. Doing so can cause you to receive a surplus of notifications if the partner proposes changes to your template terms.
4. In the Contract Dates field, you can set:

   • Start Date: Use the date picker and drop-down menu to set a start date for when the template term should take effect.
   • Length: Use the drop-down menu to make your contract either Ongoing (with no defined end date) or Temporary (with an end date that you define). Optionally, use the checkbox to set a fallback template term that should take effect once the temporary contract ends.
5. In the Approval Options field, you can select:

   • Replace: This option automatically replaces any existing contract you may have with the added partner.

     • Select [Checkbox] to allow partners to immediately accept upcoming contract changes.
   • Propose: This option requires the added partner to approve the new template term before it can take effect. Use the checkboxes to set an expiration date that the partner must approve, or to prohibit counteroffers from the partner.
   • Optionally, select [Toggle on] Send an ad with this proposal for faster media partner integration if you have an ad ready to go.
6. Optionally, in the Comments field, include a short message for the partners you've added.

   • This message will be sent via email and is limited to 1024 characters.
7. Select Send to complete the process.

Add new partners in bulk

You can upload a file (.csv or .xlsx) with a list of new partners.

1. From the left navigation menu, select [Engage] → Contracts → Template Terms.
2. Find the template term to which you want to add partners, then select [More] → Add Partners.
3. In the Media Partners, under Add new partners, select the [Drop-down menu] → Upload CSV or Excel.
4. Upload a .csv or .xlsx file with a list of new partners.

   • You'll need to provide their impact.com email address, company name, or their impact.com mpid.

     • Company Name: The partner's registered business or account name as it appears in their impact.com profile. This is the name displayed in your Partners list (e.g., Acme Cashback Ltd or TopDeals Media). Make sure the name matches exactly, including capitalization and punctuation.
     • impact.com MPID (Media Partner ID): A unique numeric identifier assigned to every partner account on impact.com. You can find a partner's MPID by navigating to Partners → Partner Details in your account. The MPID appears in the partner's profile URL and in the Partner ID column of your partner list (e.g., 1234567). Using the MPID is the most reliable method, since company names can sometimes vary or have duplicates.

   Warning: When adding new partners in bulk, do not add more than 1 entry or email address for a single partner. Doing so can cause you to receive a surplus of notifications if the partner proposes changes to your template terms.

   • You can get information in Discover or by reaching out to partners directly.
   • You can also make bulk switch overs with partner contracts. Learn how to replace partner contracts.
   • Optionally, you can download an example .csv or .xlsx file to use as a template for adding new partners in bulk.
5. Complete the rest of the template information, then select Send.