How to Review and Manage Partnership Deliverables

There are a few ways to view partnership deliverables or the content that has been delivered by your influencers and the progress they have made.

This guide will go over: 

 

Quick View of Deliverables

A quick view of your partner's content on the 'Deliverables' column, shows your Partner’s total deliverables broken out by media type. This feature allows you to view your partner’s progress at a glance rather than clicking 'Manage Partnership' to view this information.

Step 1 Click on Program and select Partnerships.

Step 2 Search for your influencer to confirm their submitted deliverables

Step 3 Scroll over to the Deliverables column and click the 'view' icon. 

Step 4 Review the content submitted for the deliverables by media type. 

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Quick Tip

This would be a great time to send a reminder email if your influencer is either behind on their deliverables or is doing a great job by submitting content for each task. Sending reminder or congratulation emails is a great way to build your relationship with your influencer and secures the return on investment. 

Step 5 In the 'Actions' column, click on the Manage Partnership icon.

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Step 6 Select Send Email and compose your email.

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Step 7 Click Preview to review your email and click Send.

 

Deliverable Media Type Columns

Add Deliverable Media Type columns to your Partnerships table in order to easily see deliverable progress for specific media types.

Step 1 Click on Program and select Partnerships.

Step 2 Click the Columns button and scroll down to find the Deliverable by Media Type options.

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Step 3 Click the checkbox next to the deliverable media type you would like to add and click Save

Image from Gyazo

Quick Tip

The Columns feature is a great way to keep your quick view of partnerships organized and allows you to add the information that you would like to see.  

 

Deliverable Media Type Filter

Use the filter option for Media Type on the Partnerships table, so that you may filter your view based on your Partners’ deliverable media type. 

Step 1 Click on Program and select Partnerships.

Step 2 Click the Filters button, select Deliverable Type as the filter, and select the content type.

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Last Content Date Column

Add the 'Last Content Date' column to the Partnerships table in order to provide more visibility into when content was last posted by your Partners.

Step 1 Click on Program and select Partnerships.

Step 2 Click the Columns button and scroll down to find the Latest Content Date option.

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Step 3 Click the checkbox next to Latest Content Date and click Save

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Manage your Partnership Deliverables

Manage your partnership deliverables within the partner's partnership profile page. This page not only allows you to view the content delivered by your partners but also allows you to accept/deny the content, add notes, delete the content, etc.

Step 1 Click on Program and select Partnerships.

Step 2 Under the 'Actions' column, click on the Manage Partnership icon.

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Step 3 In the 'Progress' section, click on Deliverables.

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Step 4 Under the 'Content' column, click on View Content.

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Step 5 In the 'Actions' column, click on the ellipsis icon and select Mark as Accepted. 

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How to Move Content Deliverables to a Different Month

Note

Content may link to an incorrect month due to content spaces still being available for that particular month. Once all the content deliverables are filled for the month, new content pulled in will then proceed to be linked to the next month of the partnership.

  Quick Tip

If you notice that a piece of content has pulled into the incorrect month, you have the ability to move it over to its proper month. The following steps in this section will take you through how to reorganize posts into their correct delivery months. 

 Step 1 Click on Program and select Partnerships.

Step 2 Under the 'Actions' column, click on the Manage Partnership icon.

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Step 3 In the 'Progress' section, click on Deliverables.

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Step 4 In the months drop-down menu select All to review all content deliverable by months of the partnership.

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Step 5 Locate the content you would like to move and click the ellipsis icon.

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Step 6 From the menu, select Move Content.

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Step 7 Select a partnership, the deliverable (task), the interval (month), and click Move.

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