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Accept, Decline, and Send Proposals

Accept a new partner

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

  2. On the Applications screen, find the name of the partner and select their name.

  3. On the slide-out modal, select Accept.

  4. The Accept Application modal will appear. Review the Contract Terms, Start Date, Contract Length, and Partner Groups to ensure these fields are correct.

  5. If you manage multiple programs, choose whether to accept this partner for all of your programs, including future ones, or just the one you’re currently managing.

  6. Optionally, leave a Message as part of accepting them. This message will be sent to the partner as part of the default system or customized welcome email.

  7. At the bottom of the modal, select Accept.

    Screenshot_2024-01-29_at_3_19_55_PM.png

Important

Be sure to review the terms thoroughly when accepting a proposal from a new or joined partner, as accepting the application will make the agreement binding upon you. Note especially that if a partner proposes Placement Fees, this could affect your budget unexpectedly.

Decline a new partner

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

  2. On the Applications screen, under the New filter, find and select a partner's name.

  3. On the slide-out, select Reject.

  4. The Reject Application modal will appear where you must specify the details of the rejection:

    • Select a reason for why you’re declining the partner.

    • Optionally, select if you want to block a partner from reapplying to the current program or all programs. All my programs only applies to the programs a Brand user has access to and might not include all the available programs.

    • Optionally, leave a Message to expand upon your reason for declining the partner.

  5. At the bottom of the modal, select Reject.

    Screenshot_2024-01-29_at_3_21_39_PM.png

Send a counter-proposal to a new partner

If a partner has applied to your program to your public terms, you can also propose a different contract (for example, a different set of terms that better fit the partner’s business model).

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

  2. On the Applications screen, find the name of the partner and select their name.

  3. On the slide-out modal, select Send Proposal.

  4. On the Proposal screen, use the dropdown to select a Template Term.

  5. Set the Contract Dates and specify whether the contract Length should be Ongoing or Temporary.

    • If you select Temporary, specify the ending on date and optionally have the contract Fallback to the current Template Term or another Template Term once the contract ends.

  6. Next to Approval Options, select Propose. Use the checkboxes to determine whether this proposal has an expiration date and whether they can counter-offer your proposal.

  7. Optionally, leave Comments to explain your proposal.

  8. At the bottom of the screen, select Submit.

    Screenshot_2024-01-29_at_3_26_14_PM.png

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