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*Overview of Partner Administration Portal


The partner portal is where the administration for your whitelabel will occur. The portal is comprised of multiple sections, each with a different purpose. These sections are represented by navigation tabs on the left side of the screen. Below you will see a description of Each tab. 


The dashboard provides a high-level overview of the users in your site. You are presented with the total number of Connections, the total reach of those Connections, and a breakdown by Connection type.

  1. Users
    • Illustrates how many total users are in your whitelabel as well as the number of verified email addresses.
  2. Network
    • Illustrates how many connections and the total reach of your whitelabel. This is useful in determining which types of Opportunities are best supported in your white label.

The Customization section is where you can refine how your whitelabel looks and determine your level of control and input. All of the customizable pieces can be changed at a later date if needed, as your experience and understanding grows.

  1. System
    • The system tab is where you set the level of control you would like to exercise over the following items; Opportunities (Internal and External), Lists, Messages, and Visibility.
      • Opportunities can be “Auto-Approved”. If checked, this feature will accept any and all approved Opportunities that come from the Exchange. This will include Opportunities from other whitelabels. If unchecked, you will be presented with all Exchange authorized Opportunities and you will need to review them to determine if they fit with your whitelabel. Reviews will be covered in a section below.
      • Lists can also be Auto-Approved. If checked, this feature will accept any and all Exchange created and published Creator lists. (Lists are groupings of similar Creators by Connection. For example Mom Blogger or Male Lifestyle YouTube.) 
  2. Theme
    • The Theme tab is where you configure the color palette for your site and upload the logo you’d like to use.

The reviews section is where you can see new Opportunities that are available to your whitelabel. If you had selected “Auto-Approve” in the Customization section (see above), then you will see the “No Opportunities are waiting for review.” message. If you did not select the “Auto-Approve” option, you will see all Exchange authorized Opportunities waiting for your review. No Opportunity will be available to your white label’s Creators until it is approved by one of your Administrators.

  1. Understanding The Opportunity Under Review
  2. There may be many Opportunities in this list for you to review. Choose one and click on the name to see the details.
    • Title - will display the Opportunity Name as well as type (blog post, twitter status, etc)
    • Name - the name of the Opportunity
    • Advertiser - who is responsible for this Opportunity
    • Overview - this is the detailed description of the Opportunity
    • Ideal Candidate - a rough description of the type of Creator this Marketer is seeking
    • Destination URL - this is the Call To Action (CTA) for this Marketer (can be a link, video, etc)
    • Invite Only - if this is set to True, then the Opportunity will not be available to all Creators. The Marketer will select Creators through either managed lists, the search feature, or prior use. If this is set to False, then any Creator who meets the criteria set in targeting will see this Opportunity
    • Targeting - this is a way for Marketers to refine which Creators will see this Opportunity. The more criteria added to an Opportunity, the fewer Creators will see it.
      • Blank - this will only be blank if Invite Only is set to True
      • Vertical - will list any and all communities an Marketer has selected. Creators who have selected ANY of these communities will see this Opportunity.
      • Demographics - a Creator will need to match exactly on demographics in order to see this Opportunity. For example, if the Marketer selects age range 18-24, then only Creators who have identified themselves as 18-24 will see this Opportunity. It will not be visible to any other Creator.
      • Statistics - these are specific to the connection (Twitter, Blog, Vine, etc) and not the Creator. The targeting options for connection statistics is based on the connection itself. For example, Twitter Opportunities can target against minimum number of tweets or followers, etc.
    • If everything looks good and you feel this Opportunity is a good fit for your Creators, then click Approve. If it doesn't, then you can Decline.
    • Items to Note
      • If you decline an "Invite Only" Opportunity, then none of your Creators can be offered that work.
      • Once you Decline an Opportunity, there is no ability to retrieve it. It is gone.

The Users section is where a partner Administrator can see all the users (both Advertisers and Creators). The default selection will be to show users associated with your white label only, but that can be changed to all users. You can search for users by name, connection name, keyword, or ID number from the Users page as well as filter by details such as “managed user”, location, etc. By clicking the “View Details” button, you are taken to their user profile. Inside the user profile, you are presented with a number of tabs that contain user specific information.

  1. General
    • This page shows general information about a user such as when they signed up, their email address, their last login date. As a partner Administrator, you have the ability to block users from engaging in your white label. When blocking a user, the Administrator will need to provide a reason (from drop-down) as well as any additional information. This detail is forwarded to the Exchange for further review and possible banning from the Exchange as well.
  2. Campaign
    • The campaigns tab will display all campaigns an Advertiser has created. The name, date created, status (active and archived), budget, spent, and available. This is helpful information when troubleshooting Creator bid issues.
      • The Budget line displays the current budget for that campaign. If N/A, then an Advertiser has not set a budget.
      • The Spent line displays all approved bid amounts.
      • The Available line is the remaining available balance (Budget - Spent) for that campaign.
  3. Offers
    • The offers tab contains a list of offers that a Creator has engaged in, either through bidding and winning a bid or bidding and not earning an offer. This is helpful information when troubleshooting Creator bid issues.
  4. Connections
    • The connections tab lists all of the creator owned and connected channels. It will display limited information about that connection such as their reach, rating, and whether or not they are a celebrity. In the example above, you can see the different types of celebrity available in the platform.
  5. Referrals
    • When a user refers another user (Creator or Advertiser) they have the ability to earn a bonus. The referrals tab will provide both their referral link as well as a list of anyone they have referred. Referrals are an organic way to grow your user base and reach.
  6. Plans
    • The plans tab displays which plan a user is on as well as whether they are a Creator, Advertiser, or both.
  7. Account History
    • The account history tab lists out all activity on/by that user since their join date. This information is helpful when troubleshooting user issues.
Managed Lists

Managed lists are collections of similar connections, grouped either by platform type (blog, twitter, instagram) or by person (Football, etc). In a platform specific list, you will see the list name (e.g,. Beauty and Fashion) followed by the platform icon. In the person list, you will see the list name (e.g., Football) followed by the people icon indicating that this may contain multiple connection types. These lists are curated at the exchange level and contain high quality Creators. These lists are meant to assist Advertisers in quickly finding the best Creators for their Opportunities.

  1. Approved
    • The approved tab will contain all of the approved lists created and published. If you selected to auto-approve lists in the Customization step above, every list published by the Exchange will be available to your Advertisers. If you did not check the auto-approve box, then you will be responsible for reviewing the list and deciding if that list will be beneficial to your Advertisers.
  2. Declined
    • The declined tab will display all lists that you’ve declined. If you’ve declined accidentally, then you can change the status from declined to approved and have that list be available immediately.
  3. Reviewing a List
    • List details can be viewed/reviewed by clicking on a name in the list. Once you click on the name, you can see a more detailed view of the list (The example above is a Twitter Dad’s list). You will see all of the creators that comprise that list, their individual and aggregate quality scores (from 1-5), their content rating score (E-everyone, A-adult, M-mature), the individual and aggregate reach of the connections, the set asking price, and when they were added to the list. If a Creator has TBD as their asking price it means they have not set an asking price and an Advertiser can offer them any amount they determine is equitable.