Why do I need to submit a partner list?
Content Planner tracks which partners you've featured in your content, how often, and with what impact - but only if your partners are in the system first.
Once your list is loaded, you can:
See a full history of every post and article that features each partner
Track how many visual assets are tagged to each partner
Report on partner coverage over time without manual tracking
Answer "what have we done for Partner X?" in seconds
What information should I include?
Required fields:
Partner name
Address: street address with city and state is ideal
❗Heads up: Addresses matter. Name only entries are acceptable, but adding a street address with city and state significantly improves automatic matching accuracy. For partners without a clean address (such as events or organizations), the team can work around it.
Optional but helpful:
Category or type: "restaurant," "hotel," "attraction"
Partner level: "Gold Tier," "Key Partner," "Member"
Region or district: "Northwest," "Downtown"
Tags: any additional identifiers, comma-separated
Don't worry about matching specific column names or cleaning up your data. Send it however you have it and the team will handle the rest.
💡Pro Tip: Don't wait for a perfect list. Send what you have - messy, incomplete, or partial. You can add, edit, or remove partners at any time after onboarding.
Where can I find my partner list?
Most DMOs already have this list in an existing system. Common sources include:
Your CMS — if your website has a partner or member directory, you can usually export it directly
Your CRM — platforms like Simpleview, ExtranetPlus, or similar membership tools
A membership or partnership database
An internal spreadsheet your team already maintains
If you have more than one source, use the most complete one. If you're unsure, send a few options and the team can help you decide.
💡Pro Tip: Include as many partners as you can upfront. The more complete your list, the more accurate your tracking will be and the automatic historical tagging works best when partners are loaded before your content is ingested.
How do I send my partner list?
Reply to your onboarding email, or send your list directly to [email protected].
Once received, your workspace will be set up within one business day at which point you can book your onboarding call.
❗Heads up: Your partner list must be submitted before your onboarding call. With partners already loaded, you'll see real data populated across the product from the moment you log in without them, a significant portion of setup would need to be repeated afterward.
What happens after I submit my list?
During your onboarding call, you'll connect your social accounts and Google Analytics. As soon as those are linked, Content Planner automatically begins tracking:
Historical partner mentions across your social posts and website content, going back up to two years
Visual asset counts per partner, pulled from your CrowdRiff library
By the time the call wraps, you'll already have a baseline of partner data populated - no extra setup required.
Need more help?
If you have any other questions, feel free to send us a message!