Partner Management

Partnership

Partnership tab consists of two sections – Pending approval and History.

Pending approval

In this section, you can see all partnership requests that are currently pending your approval.

Every partnership request contains:

  • Partner name
  • Selected package and price
  • Date when the partnership has been requested by the partner
  • Phone number
  • Email address
  • Partner status (e.g. if a partner is Active then request comes from existing partner)
  • Website
  • Description of partnership request

Here you can Approve or Reject partnership requests. When you Reject partnership request, you will be asked to fill in a description that will be sent to partners email (use it to describe why you have rejected a partnership request).


History

Inside the history section, you can see the complete history of your partnership approvals and rejections. History section consists out of 3 sections:

  • Partner name
  • Package (price)
  • Approval/Denial date

You can also search packages by partners name through the search bar.

Export complete history to a CSV file to manage it offline.

Add-ons

Add-ons tab consists of two sections – Pending for approval and History.

 Pending for approval

In this section, you can see all existing add-on approvals. You have the option to approve or reject pending approvals.

When rejected, you will be asked to provide a description that will be sent to partners email with information that request has been rejected. Use it to explain the reason for the rejection.


History

Inside the history section, you can see the complete history of your add-on approvals and rejections. History section consists out of 3 sections:

  • Partner name
  • Add-on (price)
  • Approval/Denial date

You can also search add-on by partners’ name through the search bar.

Requests

Inside the requests tab, you can access all partner requests (not including partnership and add-on requests). Requests tab consists out of four sections:

  • Broadcast requests
  • Advertising packages requests
  • Ads requests
  • History


Broadcasts requests

Broadcast requests happen when partners want to send engagements to end-users that might not follow their channel. In order to send engagements to non-followers, you will have to approve their broadcast request in this section.

Broadcast requests list contains all broadcast requests from your partners. Here you can approve or deny their requests.

Here you can also preview their broadcast request (expand request item), see when will broadcast start and what type of engagement is used.


Advertising packages requests

Partners who wish to run ad campaigns inside Octopus and your applications that have advertising enabled, can buy impressions by requesting advertising packages.

In this section, you can find all advertising package requests from your partners and approve/reject them. If rejected, you will be asked to provide partners with a description.


 Ads requests

Partners who have enough impressions to advertise, can set up ad campaigns and launch them. You have the power to choose what ads will be shown to your end-users. For ads to become visible to the end-users, you have to approve them first.

In this section, you can preview all ad campaign requests that have been requested by your partners and approve/reject them. If rejected, you will be asked to provide partners with a description.


  History

History contains a complete history of approvals and rejections from the sections above. History section consists out of 4 sections:

  • Title (of request)
  • Partner
  • Approval/Denial date
  • Type (of request)

My partners

My partners’ section contains the complete list of all your partners in the system.

In addition, here you can check their current package, status, invoice ID for your billing system. Expand partner in the list to check their contact information if you would like to reach them and see their channels.

 

Impersonate

From this page, you will be able to choose the Impersonate option.

By clicking on the impersonate button, you will be able to log in as Partner and have access to all partners’ channels and engagements. You will be logged as Partner Owner with maximum Partner permission.

Once impersonating partner starts Exit impersonating option appears. By clicking on Exit impersonating, a pop-up appears with a question “You’re about to exit impersonating Partner. Are you sure?”

Click on ‘yes’ leads you back to Partners tab where you are again logged in with your own account.