When you tag partners on content and published posts, Planner builds a clear picture of how often each partner is featured, what impact that content has had, and what visuals you already have available for them — helping you answer the questions DMOs hear all the time: "What have you done for us?" "Who are we featuring most?" "Who needs more attention?"
How do I set up my partner list?
The fastest way to get started is to send us a bulk export of your existing partner list. We'll handle the import so your full list is ready to use right away, no manual rebuilding needed.
You can usually pull this from your CRM, membership directory, business listings, or a spreadsheet. We can work with most formats. Use this template to get started: Sample Partners List Import
Send your list through the chat bubble in Planner and we'll take it from there.
What information do you need?
At minimum, we need the partner name. Everything else is optional but makes your reporting and workflows more useful:
Address: optional; not required for non-location partners
Category: for grouping similar partner types
Priority level: for flagging key partners
Tags: for regions, districts, themes, seasons, or other custom groupings
CRM ID / CMS ID: for matching records back to your other systems
Primary contact name and email: for outreach, visual requests, and sharing impact
Partners do not need a Google listing or a physical address. This means you can track partners that don't fit the mold of a map location, sports teams, festivals, event organizers, tour operators, and associations all work just as well.
You can add or edit this information at any time, so don't worry about getting everything perfect upfront.
Do partners need a Google listing or physical address?
No. Partners only need a name to be added to Planner. You can track sports teams, festivals, event organizers, associations, and tour operators just as easily as hotels or restaurants.
How do I add partners one at a time?
Partner lists are never static. You can add new partners anytime from two places:
From the Partners page: Click Add partner to create a new entry directly.
From inside a content item: When tagging partners on a draft, search for an existing partner or create a new one inline.
How do I see coverage across all my partners?
The main Partners page gives you a bird's-eye view of partner support across your full list. For each partner, you can see:
Last featured: when they were most recently mentioned
Content: how many content items they appear in
Posts: how many published social posts are tied to them
Pages: how many published web pages feature them
Assets: how many CrowdRiff visuals you already have for them
Use filters to narrow by category, priority level, or tag. Sort to surface over- or under-covered partners. Search by name to jump straight to a specific partner. This is the fastest way to answer: Who are we featuring most? Who's gone quiet? Who has content coverage but weak visual support?
Can I filter partner mentions by date range?
Not yet on the Partners page. The current view is all-time. As a workaround, you can search for a partner in the Mentions area to narrow results.
How do I dig into a single partner?
Click any partner to open their detail view. Each tab tells a different part of the story:
Content: What content has been planned or created for this partner, and when were they last or next featured?
Posts: What published social posts mention this partner, and what reach, impressions, and engagement did they generate?
Pages: Which blog posts or web pages feature this partner, and how are those pages performing?
Assets: What visuals are already available for this partner, and where might there be gaps?
This view makes it easy to move from spotting a gap to taking action, whether that means planning more coverage, proving recent impact, or deciding it's time to request new visuals.
How do I request visuals from a partner?
From a partner's detail page, click Request visuals to ask that partner directly for new content. This is useful when your asset library is thin for a partner you want to feature more often and it's a good way to keep the relationship active beyond just reporting on what you've already done.
How do I share a partner's impact externally?
From the Share button on a partner's detail page, you can generate a public, view-only link showing that partner's published impact in a clean format. Share it when a partner, board member, or stakeholder asks:
"What have you posted about us?"
"How much visibility did we get?"
"Can you send me something I can share internally?"
The shareable page includes performance metrics for all content the partner appears in impressions, reach, and engagement for social posts; page views, unique users, and engagement time for web pages.
How do I tag partners on content?
Open any content item and find the Partners section. Search for the partners you want to add and tag as many as apply. Planner can suggest relevant partners while you work, and when social accounts are connected, it can automatically bring in historical published posts with partner tags already identified.
Will we need to manually tag old content to catch up?
No. If you provide your partner list and connect your social accounts and web content, Planner can automatically build a historical baseline of partner coverage. For social content, this covers up to the last 12 months of imported posts. For web content, it checks connected blogs, articles, guides, and other tracked pages for partner name mentions.
How does automatic partner tagging work?
Planner scans the text associated with your content captions and post copy for social, page copy for web and matches mentions to partners in your list by name. The better your partner list is set up, the more accurate this becomes.
What historical reporting does that unlock?
Once partners are tagged, you can see how often each partner has appeared in content, which posts or pages featured them, and associated performance metrics impressions, reach, engagement, page views, unique users, and engagement time, depending on the channel.
Can I track posts published by partners in collaboration with us?
Not currently. Planner doesn't have access to your partners' accounts, so it can't automatically track collaboration posts that live on their side.
Can I get partner data back into our CRM?
Yes, using an import/export workflow. Planner doesn't have a direct CRM integration, but you can store a CRM ID or CMS ID on each partner record. This gives you a reliable key for importing your partner list into Planner, tracking coverage and impact here, and then exporting that data back into your CRM or CMS without losing the connection between records.
Need more help?
If you have any other questions, feel free to send us a message!