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Get Partner Contact Information

You can add contacts to your account to keep track of all partner contact information. If you need to reach out to a partner that you are working with, you can find their contact information on either the My Partners screen or the Partner Contact List report.

Add a contact to your contact list

  1. From the navigation menu on the left, select Partners → Contacts.

  2. In the top-right corner, select Add Contact.

  3. On the Add Contact screen, fill out the details of the contact you want to add.

    • See the Add contact reference below for more information about these fields.

  4. Select Submit.

Add contact reference

Field

Description

Type

Choose between two ways to upload an image for the contact:

  • Upload Creative (jpg, gif, png)

    • You can drag and drop or upload an image file of your choice to act as a profile picture.

  • Third-party hosted image

    • You can make use of an image URL to upload a profile picture.

First Name

The first name of the contact you want to add.

Last Name

The last name of the contact you want to add.

Accounts

Input the account ID or account name of the partner you want to add. Start typing to see a list of search results. Make a selection from this list.

Label

You can add multiple labels to a contact. Labels are typically used to categorize contacts.

Example: An influencer can have the labels; Creator, Editor, Social Media.

Title

The job title of the contact.

Example: Marketing manager, Influencer, etc.

Business Number

Select the country that the business number originates from and then input the number in the space that follows.

Cell Number

Select the country that the partner's cell phone number originates from, then input the number in the space that follows.

Email

Enter the partner's direct email address here.

View a partner's contact information

You can find a particular partner's contact information by viewing the Contacts screen.

  1. From the left navigation bar, select Partners → Contacts.

  2. Find the partner you want to contact.

  3. Locate the contact information under the Email and Cell columns.

View all partners' contact information

You can also view all your partnered partners' contact information at the same time by viewing the Partner Contact List report.

This report can be scheduled, saved, or retrieved via API by using the buttons in the top right corner of the screen.

  1. From the left navigation bar, select Reports → More Reports.

  2. Under All Reports, enter "Partner Contact List" and select [Search].

  3. Under Name, select Partner Contact List.

Tip

This report sorts your partners by their date joined, which is always pinned to the left of the table.

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