Replace a Partner's Contract

Partners who have already signed a contract can be easily switched over to a new set of terms. Once accepted, their new terms will take effect on a date you specify (as long as it is after the notification period). If you need to make changes to a set of template terms affecting all the partners on a specific term, you can modify the template terms.

Use the table below to determine which workflow best suits your needs:

	Template Term Modification	Term Switching (Replace)	Term Switching (Propose)
Approach	Editing the existing template terms directly.	Moving partners from their current template to a different one.	Moving partners from their current template to a different one.
Mechanism	The content of the current template term is updated.	Partners are unlinked from Term A and linked to Term B automatically.	Partners are sent a proposal to move from Term A to Term B.
Partner impact	Every partner joined to the template is notified; changes apply on the modification date.	Transition is automatic; partner's status moves to a new contractual bucket immediately.	Transition requires partner action; status moves only once they review and accept.

Replace a partner's contract

You can replace a partner contract in 4 ways. Choose the option that fits your needs.

Switch a partner's contract to a different template term

1. From the left navigation menu, select [Engage] → Partners → Partners.

   • Alternatively, for a creator program, select [Engage] → Partners → Creators.
2. Hover over the partner whose contract you want to switch out, then select [More] → Contract → Switch to existing contract.

   • Alternatively, select [Checkbox] next to the partner whose contract you want to switch out, then select Contract → Switch to existing contract.
3. On the Switch Contract screen, select the Template Term you want this partner on.

   • To see how long the notice period is for each partner, select View Partners.
4. Select the Contract Dates and Length.

   • If you choose a Temporary contract length, you will need to set an end date and decide if you want a fallback contract. See the Fallback Contract reference for more information.
5. Choose 1 of 2 Approval Options.

   • Replace will bypass partner approval and automatically take effect.

     • Select [Checked box] to allow partners to accept the contract changes immediately.
   • Propose will require partner approval before taking effect automatically.

     • If you Propose and your partner declines the new terms, their current contract will remain active.
6. Optionally, add Comments if you have any.
7. Select Submit.

Replace a partner's contract with a new template term

Important: impact.com highly recommends first creating a new set of template terms with the changes you want, then migrating partners onto that new set of terms. This helps avoid errors.

If you don't have a template term to act as a replacement, you can create the new template term during the transition period.

1. From the left navigation menu, select [Engage] → Partners → Partners.

   • Alternatively, for a creator program, select [Engage] → Partners → Creators.
2. Hover over the partner whose contract you want to replace, then select [More] → Contract → Switch to new contract.

   • Alternatively, select [Checkbox] next to the partner whose contract you want to replace, then select Contract → Switch to new contract.
3. Fill in the necessary fields, using Create Template Terms for guidance.
4. Select Next.
5. Select the Contract Dates and length.

   • If you choose a Temporary contract length, you will need to set an end date and decide if you want a fallback contract. See the Fallback Contract reference for more information.
6. Choose Approval Options.

   • Replace will bypass partner approval and automatically take effect.

     • Select [Checked box] to allow partners to accept the contract changes immediately.
   • Propose will require partner approval before taking effect automatically.

     • If you select Propose and your partner declines the new terms, their current contract will remain active.
7. Optionally, add Comments if you have any.
8. Select Submit.

Move all partners from one template term to another

1. From the left navigation menu, select [Engage] → Contracts → Template Terms.
2. Hover over the template you want to switch, then select [More] → Switch Terms for all Partners → Switch to existing contract.
3. Select a different template term from the [Drop-down menu].
4. To see how long the notice period is for each partner, select View Partners.
5. Select the contract dates and length of contract.

   • If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
6. Choose 1 of 2 Approval Options.

   • Replace will bypass partner approval and automatically take effect.

     • Select [Checked box] to allow partners to accept the contract changes immediately.
   • Propose will require partner approval before automatically taking effect.

     • If you select Propose and your partner declines the new terms, their current contract will remain active.
7. Optionally, add Comments if you have any.
8. Select Submit.

Move all partners on a template term to a new one

Important: impact.com highly recommends creating a new set of template terms that will reflect the changes you want to make, then migrating partners onto that new set of terms to help avoid errors.

If you do not have a template term that you want to replace the one your partner is currently on, you can create the new template term during the transition period. Learn more about template terms.

1. From the left navigation bar, select [Engage] → Contracts → Template Terms.
2. Hover over the template term you want to switch, then select [More] → Switch Terms for all Partners → Switch to new contract.
3. Fill out the requested information.
4. Select Next.
5. Select the contract dates and contract length.

   • If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
6. Select the Approval Options.

   • Replace will bypass partner approval and automatically take effect.

     • Select [Checked box] to allow partners to accept the contract changes immediately.
   • Propose will need partner approval and automatically take effect.

     • If you select Propose and your partner declines the new terms, their current contract will remain active.
7. Optionally, add Comments if you have any.
8. Select Submit.

Note: Allow for each planned change to successfully roll out before setting another one. If you catch any errors in your upcoming changes, withdraw the original one before creating a new one.

Fallback Contract reference

The Fallback Contract is the contract that will govern your partnership after a temporary contract expires.

• You can fallback to the current contract or another template term. If you choose another Template Term, you will need to have another template term already set up.
• Not checking the box to enable Fallback Contracts will end the partnership when the end date entered comes.
• You can only have one fallback set up per contract at a time. If you set up a second fallback while the first is active, or before the first fallback begins, you will overwrite the original fallback and this may leave your partner without a contract.