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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-icon__v69b8313.svg [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 an applicant

Screenshot_2024-07-10_at_3_42_12_PM.png

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

  • Websites

  • Social media pages

  • Mobile apps

  • Email newsletters

  • Podcasts

  • Offline and other media properties

Accept an applicant

  1. From the left navigation menu, select engage-icon__v69b8313.svg [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 ellipsis-h-solid__1_.svg [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 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 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.

    Important: When accepting a proposal from a new or joined partner, 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.

Decline an applicant

  1. From the left navigation menu, select engage-icon__v69b8313.svg [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 ellipsis-h-solid__1_.svg [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.

Send a counter-proposal

If a partner has applied to your program and agreed to your public terms, you can also propose 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-icon__v69b8313.svg [Engage] → Partners → Applications.

  2. On the Applications screen, find the partner whose application you want to counter and select their name, then on the slide-out modal, select Send Proposal.

    • Alternatively, hover over the application and select ellipsis-h-solid__1_.svg [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 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.

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