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Create Workflows to Automatically Process Partner Applications

Workflows can help automate your partner application processing by automatically accepting or rejecting applications based on criteria you set, as well as automatically assigning the partner to a group (whether you've accepted or rejected them). The criteria, which you can also change at any time, can be set to look at almost every part of a partner's profile, providing you with complete control over what kinds of partners do or do not join your program.

Create a Workflow

You can create as many Workflows as you need. However, your Workflows should be mutually exclusive from each other. For example, you should not have a Workflow that rejects partners for using the Deal/Coupons business model, but have another Workflow accept them for that.

  1. From the left navigation menu, select Partners → Workflows.

  2. From the Workflows screen, select Create Workflow.

  3. Fill out all the relevant fields, then select Create.

    • View the Workflow form reference below for more information on filling out the relevant fields.

    Workflow form reference

    Field

    Description

    Workflow Name

    Give your workflow a name.

    Description

    Describe the purpose of this workflow. Be descriptive here so you can easily understand what the Workflow is meant to do.

    Trigger

    The trigger is what will start the workflow, you can set this to Partner Application. Once set, the Workflow will run every time your program receives an application.

    Conditions

    Workflow conditions are essential to get right, as these are what must be met for the Workflow to take action. See the table below to view what parts of a partner's profile you can use the set up a Workflow condition.

    Condition components

    Condition component

    Description

    Business Model

    The way in which partners market your content to their audience.

    Media Property

    What media properties a partner owns.

    Some partners define their media properties differently from how impact.com defines them. For example, what impact.com defines as a social media profile (e.g., a Facebook page) could be listed as a website by an Influencer partner on their profile.

    Partner Country

    The country is which the partner is located.

    Partner Size

    How big the partner is or how broad their reach is. Learn more about Partner Sizes.

    Use the has any of these qualifier when adding this condition to a Workflow since impact.com doesn't typically calculate Partner Size until after a partner has joined the platform. Also, any Workflows you create that include Partner Size as a condition will not process any applications to your program where the partner's Partner Size has yet to be calculated, regardless of how many other conditions in the Workflow the partner does match.

    Partner State

    In which U.S. state the partner is located. You can also select Americas Forces, Pacific Forces, Europe, Middle East, Canada, Africa and Canada Forces, and Other.

    Action Type

    Select the action(s) to be taken when all conditions are met. You can set this to message a partner upon accepting or rejecting applications or to assign groups once accepted.

    Activate Workflow Immediately

    Select  [Checkbox] if you want the workflow to activate immediately after creating it.

    Alternatively, you can manually run the Workflow at a later time. See the Run Workflows section below.

You can find partner applications processed by a Workflow, by going to the Applications screen, selecting the Processed tab, and finding the applications where the Processed by column shows system.

When first adopting Workflows, you should double-check the outcomes of the Workflow to ensure the Workflow is processing applications how you want it to.

Run Workflows

The Run Workflows button allows you to process applications periodically to help reduce your application backlog. This may take some time if you need to process a lot of applications.

  1. In the left navigation, select Partners → Applications.

  2. Select Run Workflows.

    • Once selected the button will grey out and you should see a pop-up message to inform you the workflows are running and processing applications for you.

Note

Workflows will only process applications that come in after they're activated, and will not process applications in your backlog. If you want a Workflow to process your application backlog, reach out to your CSM (or contact support) and let them know which Workflow should be used.

Edit, activate, or delete a Workflow

You can edit, activate/deactivate, or delete a Workflow by returning to the Workflows screen.

  1. From the Workflows screen, hover over the Workflow you want to take action on.

  2. On the right, select  [More] → {the action you want to take}.

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