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Customizing Partner Sign Up Questions

Updated

Partner and Advertiser Signup Questions in TUNE

Customize your signup process with additional qualification questions to better evaluate prospective partners and advertisers.

Table of Contents

Overview

For the partner and advertiser signup process, filling out the company and user information is often not enough to deem the account as a solid partner for your company. Before the user completes the signup process, it is usually best practice to have the account provide more information about their marketing experience, the channels they market to, and the amount of traffic they expect to send.

Industry Basics: You can add additional fields to your partner and advertiser signup pages so they can provide this information, along with any other information you want to obtain from them, before they access your platform. These fields can be very useful when approving or rejecting an account.

Advertisers can disclose their experience with performance marketing and any info on how they plan to pay out for their offers, etc.

Partner Sign-Up Questions

When prospective partners visit your signup page, you can add custom questions that they will complete at the bottom after providing their account and user information. Often, these questions will be pertinent to their experience with performance marketing and the type of traffic they work with.

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Note: These questions are not added by default to your partner signup page. Still, they can quickly be added and managed in your admin account by going to Company Customize Application and clicking "Partner Sign Up Questions" in the Content panel.
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Adding Questions

Here, you will see a table where your existing questions will go at the bottom, with a new signup question creator panel at the top.

To Add a New Question:

  1. Enter the question text in the 'question' field
    • Example: "What is your main advertising source?"
  2. Below, select if you want to make this question required to be answered
    • If the partner submits the form without selecting or providing an answer, an error will appear, requiring the user to complete the form
  3. Select the appropriate question type (see Question Types below)
  4. Click Add to add the new question to the list of current questions

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Question Types

There are four question types that you can select from:

Question Type Description Best Used For
Text An open input field Open-ended responses that require detailed answers
Yes/No Binary Yes/No option Simpler yes/no questions that require a clear choice
Select Box Multi-select dropdown Questions where applicants need to select from a list of limited options (e.g., number ranges)
Checkbox Multiple selection options Questions where multiple selections are allowed
Tip: When using the 'Select Box' option, place each option on a new line, and the system will automatically add them to a select field.
 

Managing Questions

You can manage the list of current questions using the following actions:

Action Description
Edit Change any settings or edit the question or options
Pause Remove a question from the signup form without deleting it outright. This temporarily disables the question.
Resume Reactivate a paused question to make it visible on the signup form again
Delete Permanently remove a question from the system (located on the far right)

Offer Sign-Up Questions

In addition to company signup questions, you can also add supplementary signup questions for partners when they apply for specific offers. This is an optional feature that you can enable for specific offers. This setting goes in tandem with partners applying for an offer and being manually approved by an admin.

Enabling Offer Questions

Step 1: Enable the Feature at the Application Level

  1. Go to the Company tab and select Customize Application
  2. Click Offers in the Settings panel
  3. Ensure the Require Approval setting is enabled
  4. Click Save

Step 2: Enable at the Offer Level

  1. Go to the offer profile for which you want to enable additional offer signup questions
  2. Click Edit in the Settings panel on the right
  3. Set the Require Approval setting to Enabled
  4. Click Save
Note: You will notice a link appearing under the settings that will direct you to the offer approval questions page, where you can add questions that provide a simple text input response field for partners.
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Viewing Responses

You can view the application and its responses by navigating to the Offers tab and selecting Offer Applications.

Then, click View Responses.

Offer Approval Questions for All 'Require Approval' Offers

If you plan to add a similar question for all required approval offers, you can save time by creating 'global' offer approval questions. When you have an offer set to require approval, the global offer approval questions will appear when the partners apply for the offer.

Benefits of Global Questions:

  • Save time by not having to add the same questions to multiple offers
  • Maintain consistency across all offers requiring approval
  • Easily update questions across your entire platform from one location

To Add Global Offer Approval Questions:

  1. Go to the Company tab and select Customize Application
  2. In the Content section, click on Offer Approval Questions
  3. On the next page, you can view existing global questions in the bottom table
  4. Add new questions at the top using the question creator panel
Note: The same functionality exists here as in the offer-specific questions; the only difference is that the questions here will appear in all required approval offers.
 

Best Practices

Recommended Questions to Ask:

  • Marketing Experience: "How long have you been in performance marketing?"
  • Traffic Channels: "What channels do you primarily use for marketing?"
  • Expected Volume: "How much traffic do you expect to send per month?"
  • Target Audience: "What is your primary target demographic?"
  • Compliance: "Are you familiar with our compliance policies?"
Pro Tip: Make strategic questions required to ensure you have the information needed to properly evaluate and approve accounts. Use optional questions to gather nice-to-have information that can aid in future optimization.

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