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Process Partner Requests

Published on: Fri, 2 Jun, 2023 at 2:03 AM | Updated on: Thu, 30 Oct, 2025 at 8:20 AM

You may receive requests from partners, such as Asset, Marketing Development Funds, or Tracking Value, to help promote your program. You have full control over approving, rejecting, or completing these requests.

From the left navigation menu, select [Engage] → Content → Requests.

Use the top filter bar to refine your view a specific requests.

Filter	Description
Status	Select an [Unchecked box] to filter by the Status of the request: Open: Requests that have yet to be marked Rejected or Approved. Approved: Requests that you have responded to and marked as Approved. Completed: Requests you can add a final response to before closing them out as Completed. Rejected: Requests that were marked as Rejected.
Partner name, ID	Select the [Unchecked box] to filter by partner name and ID.
Request Type	Filter by the Request Type: Asset Market Development Funds Tracking Value

Action a Request

Action your partner requests based on their Status and the action you want to take (e.g., Approve, Reject or Complete).

Status	Action
Open	Hover over the Open request you want to begin processing and select [More] → Process. Review the details of the request. In the Response section, enter a comment for the partner to provide context for your decision. Select Reject Request or Approve it.
Approved	Hover over the request you Approved and select [More] → Complete. Review the details of the request. In the Response section, enter a comment for the partner to provide context for your decision. Enter the request's Ad ID or select Add new ad. Optionally, select New Ad and Create Sponsored Text Ad. Enter your Final Comments in the text box. Select Complete Request.
Completed	Hover over the request you Completed and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.
Rejected	Hover over the request you Rejected and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.

Status	Action
Open	Hover over the Open request you want to begin processing and select [More] → Process. View the request details. In the Message section, complete the following fields: Select [Add] Add comment, enter your message to the partner to provide context for your decision. From the [Drop-down menu] choose if you want the message to be Public or Private. Select Add. Select one of the three following options: Approve - Approve the partner’s request for this activity. Funds will not be released at this stage. Approve and Transfer Funds - Approve the partner’s request and immediately release the allocated MDF funds. Reject - Decline the partner’s request. You may add comments to explain the reason for rejection.
Approved	Hover over the request you Approved and select [More] → Complete. View the request details. In the Message section, you can do the following: Select [Add] Add comment, enter your message to the partner before closing out the request. From the [Drop-down menu] choose if you want the message to be Public or Private. Select Add. Select Transfer Funds.
Completed	Hover over the request you Completed and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.
Rejected	Hover over the request you Rejected and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.

Status	Action
Open	Hover over the Open request you want to begin processing and select [More] → Process. In the Promo Codes section, select the [Radio button] to Approve or Reject the request. In the Match Type section, select Exact Match or Regex Match from the [Drop-down menu]. Apply a Credit Policy by selecting one of the [Radio buttons]. Always Credit - To always grant credit whenever this promo code is used, regardless of how the customer arrived or which channel drove the sale. Credit If Involved - To grant credit only if the partner was involved in the customer’s conversion journey, meaning the partner drove at least one click or interaction before the purchase. Credit If Winner - To grant credit only if the partner was the winning source, typically the last click or final touchpoint that led directly to the conversion. In the Processing Comments section, add a comment for the partner for context of your decision to Reject Request or Approve their request. A maximum of 250 characters is allowed. Select Reject Request or Approve.
Approved	Hover over the request you Approved and select [More] → Complete. Select [Add] Add comment to supply any additional information. Select Transfer Funds to complete this request.
Completed	Hover over the request you Completed and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.
Rejected	Hover over the request you Rejected and select [More] → View and view details of the request. Select Back, located in the top right corner, to return to the Request screen.

Action a Request

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