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Manage Applications & Send Proposals

When deciding whether you'd like to accept or decline a partner's application, you might want to first determine whether the partner is a good fit. To open an applicant's profile:

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

  2. On the Applications screen, find the partner you're interested in and select their name.

    • This will open a slide-out with a range of details about the partner and allow you to reach out to the partner.

View information of an applicant

This tab lists the partner's media properties, namely their:

  • Websites

  • Social media pages

  • Mobile apps

  • Email newsletters

  • Podcasts

  • Offline and other media properties

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Accept an applicant

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

  2. On the Applications screen, find the applicant you're interested in and select their name, then on the slide-out modal, select Accept.

    • Alternatively, hover over the application and select [Menu] [More] → Accept.

  3. The Accept Application modal will appear. Review and update the following settings as necessary:

    • Contract Terms: Review the contract terms to which the partner applied, or send a new proposal. For more information, see Send a counter-proposal to a new partner.

    • Start Date: Select whether the contract should take effect Immediately or In the future.

    • Contract Length: Select whether the contract should be Ongoing or Temporary. If temporary, select an end date and fallback terms for when the contract expires.

    • Partner Groups: Type a partner group name to add the partner to a specified group.

    • Add selected applicants into additional programs: [Toggle on] [Toggle on] if you manage multiple programs and want to add the partner to more programs besides the one to which they applied.

    • Mark applicants as Pre-Selected Partners: [Toggle on] [Toggle on] if you want to auto-accept the partner for any future programs you create.

    • Message: Optionally, leave an acceptance message for the partner. The message will be sent as a default or customized welcome email.

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

    Screenshot_2024-10-23_at_1_32_04_PM.png

    Important: When accepting a proposal from any partner, new or joined, review the terms thoroughly, because accepting the application will make the agreement binding upon you. If a partner proposes Placement Fees, this could affect your budget unexpectedly.

Reject an applicant

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

  2. On the Applications screen, find the applicant you want to decline and select their name, then on the slide-out modal, select Reject.

    • Alternatively, hover over the application and select [Menu] [More] → Reject.

  3. The Reject Application modal will appear. Review and update the following settings as necessary:

    • Contract Terms: View the contract terms to which the partner applied.

    • Reason: Select a reason for declining the application to give the partner some insight into why they've been rejected.

    • Block partner from reapplying: Select whether you wish to block the partner from reapplying to the specific program or all programs. (Selecting All my programs only applies to programs to which you have access, and may not include all the available brand programs.)

    • Message: Optionally, leave a rejection message for the partner to receive via email. Here you can expand on why the partner didn't meet your requirements.

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

    Screenshot_2024-10-23_at_1_32_07_PM.png

Send a counter-proposal

If a partner has proposed their own terms for joining your program, you can counter-propose with a different contract (e.g., a different set of terms that better fits the partner’s business model).

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

  2. On the Applications screen, find the applicant you want to decline and select their name, then on the slide-out modal, select Counter.

    • Alternatively, hover over the application and select [Menu] [More] → Send Proposal.

  3. On the Counter screen, review and update the following settings as necessary:

    • Template Term: Use the dropdown to select the new Template Term.

    • Contract Dates: Set the contract start date and specify whether the contract should be Ongoing or Temporary. If temporary, select an end date and fallback terms for when the contract expires.

    • Approval Options: Select Propose and use the checkboxes to specify whether this counter-proposal has an expiration date, and whether the partner can react to your counter-proposal with a counter-proposal of their own.

    • Comments: Optionally, leave a comment to explain your counter-proposal.

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

    Screenshot_2024-10-23_at_1_32_10_PM.png

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