In this article, you will learn how to add individual Partners or Partner lists to associate them with Invites or Monetization Campaigns. You can add one Partner at a time, or import a spreadsheet.
Option 1: Add Individual Partner
You will typically choose this option when adding Partners for Monetization campaigns, or when you only have a few Invites Partners to add at once. Navigate to the Partners tab of your Project, and click 'Add Partner.' The only required fields are Name and Email Address. When finished, click 'Save Changes' in the top right corner.
Option 2: Import List
This option allows you to add longer lists of Partners at once, and it makes organizing your data easier.
Format your list
Start by collecting your Partner data in a spreadsheet. Dedicate each column to a different keyword you want to record in Feathr.
Your spreadsheet should look something like the example below, with each column header identifying which keyword is listed below it. Save your spreadsheet as an utf8-encoded .csv or .xlsx file. Learn more about keywords (also known as merge tags) here.
Import your list
To import your Partner data file, navigate to your Project. Select 'Partners' from the left hand menu, then click 'Import Partners'.
Configure your Import
1. Name the Import
The name you give your import will be used to create a unique tag to identify the group of users in this upload.
2. Select the Event
Your Event should populate with your Project automatically, however you do have the option to choose another from the dropdown menu. Partners live under the Project they are associated with for easier filtering and organization.
3. Tags (Optional)
Add an additional tag to identify the people in this import with a broader group, like which Invite Campaign they're associated with.
4. Upload your File
Select your data file from your computer before moving on to the next step. Remember, the file must be in either .xlsx, utf8-encoded, or .csv format.
6. Map Your Data
Map the column headers of your file to the information they should be associated with in Feathr. This step ensures your partners' information displays properly on their Invite materials. (You can skip this if you are only adding Partners for Monetization campaigns).
Review your imported data and confirm that all tags have been added, and you've selected the correct file.
Click 'Finish' to complete the Partner Import. You should see a popup modal to confirm your data was imported. You will receive an email notification when your Partner data has finished processing.
Now that you have Partners, you can include them in an Invites Campaign or launch a Monetization Campaign on their behalf!
I just imported a Partner List, but I don't see my Partners. Where are they?
After Partners are imported they take a few minutes to process to make sure they display properly in the app. Depending on how many partners you've just imported it could take up to 10 minutes. You should receive an email letting you know when they've finished processing. If more than 30 minutes have passed and you still don't see your Partners, please contact email@example.com.