Partner Workspaces

Partner Workspaces let a Convia Pro partner, such as a content strategist, a producer or a podcast studio, set up a workspace for a client, load their show, draft their posts and send them a link. The client claims the workspace, becomes its owner, connects their own accounts and approves the posts. This page covers both sides: the partner who prepares the workspace and the client who claims it.

What a Convia partner is

A partner makes content for clients who don't post it themselves. Partners are part of Convia's partner program: once approved, you get a Partner home where you prepare a workspace for each client and track where each one stands.

• You prepare the workspace before the client ever signs in: their episodes, clips, posts and campaigns.
• You never connect the client's social accounts, and nothing is published until the client claims the workspace and approves the posts.
• After the claim, the client owns the workspace. You keep only the access you chose for that client, and the client can remove you at any time.

A partner is different from an agency on a managed account. An agency runs client shows under its own contract; a partner prepares a show and hands it over. See Agencies & managed accounts.

Apply to become a Convia partner

1. Sign in to Convia and open Become a Convia partner. The Apply to be a partner button on the partner home takes you there too.
2. Fill in Your name, Company or studio and Email, and optionally your Website.
3. Under What kind of partner are you?, choose Content strategist or producer, Podcast or video studio, Agency or Something else.
4. Optionally choose Roughly how many clients a month? and fill in Tell us about your clients.
5. Click Send application.

You should see Thanks, we have your application. We review each application by hand and email you once we've looked it over. Once you're approved, open your Partner home from Partner home in the workspace switcher.

Prepare a client's workspace

1. On the Partner home, click New client.
2. Enter the Client name and Client email. Workspace or show name starts as the client's name; change it if their show has its own name.
3. Paste Their show's RSS feed if they have one. Convia brings in their episodes, show details and host. Or leave it empty and upload their recordings yourself.
4. Optionally add A note for the invite (up to 500 characters). The client sees it on their claim page.
5. Under After they claim it, choose what you keep (see What a partner keeps after the claim).
6. Click Create workspace.

Convia opens the new workspace on its Episodes page. If you gave a feed, the episodes import in a few minutes. Prepare the workspace the way you would your own: upload episodes or import them from Google Drive, make clips, and draft posts and campaigns. The workspace comes with AI credits for preparing it.

Add many clients from a spreadsheet

Add from spreadsheet on the Partner home turns each row of a CSV file into a draft workspace, the same as New client.

1. Click Add from spreadsheet, then Download the template.
2. Fill in one row per client. client_name and client_email are required; show_name, rss_url, role_after_claim (viewer, contributor or none) and personal_note are optional.
3. Choose the file under CSV file. The dialog says how many clients are ready and which rows will be skipped and why.
4. Click Create clients.

Nothing is sent to the clients. Prepare each workspace, then send the invites from your client list.

What happens in a workspace before the claim

Nothing is published, nothing is connected and no email goes out from a client's workspace until the client claims it. Social accounts are the client's to connect after they claim it.

While you prepare it, a banner at the top of the client's workspace says Preparing for and the client's name, with where the invite stands. It has two buttons:

• Preview as client opens the claim page exactly as the client will see it. Nothing in the preview is counted or claimable.
• Send invite, or Copy or resend link once an invite is live.

To change the client's name or email, the workspace name, the note, Their voice or Their audience, or to import episodes from their RSS feed later, choose Edit on the client's row. You can change these until the client claims the workspace.

Send the claim link

When the workspace is ready, click Send invite on the banner or on the client's row, then pick how it goes out:

• Email it for me: Convia emails the client in your name, with your logo and note. Replies come to you.
• Copy the link: send it yourself, from your own email or a text.

The claim link works for 30 days. The client claims the workspace with 30 days of the Grow plan, free, with no card needed. If the link expires, or you withdraw it, choose Send a new link on the client's row.

Partner client statuses

Your client list shows each client's status, its last activity, how many posts were published and how many views they had, and what you keep after the claim.

Above the list, a row of counts shows how many clients reached each step: Prepared, Sent, Opened, Claimed, Connected and Paid.

Manage invites and your client list

• Withdraw invite stops the link working. The workspace and everything in it stay, and you can send a new link later. Select several rows to withdraw several invites at once.
• Delete draft permanently deletes a workspace you never sent, with everything you prepared in it.
• Export CSV downloads your client list. Select rows to export only those.
• An invite that's never claimed is archived 90 days after you last sent it, and Convia emails you a week before. The workspace and its content stay; turn on Show archived to see these clients, and contact Convia support to restore one.

Emails Convia sends partners and clients

• The client gets a reminder 3 days and 10 days after the invite if they haven't opened it.
• You get an email when a client claims or declines, when they connect an account, and in the last week of their trial with how their posts did, while you still have access to the workspace.
• Turn on Daily email when clients open their invite in your partner settings for one email a day at most, listing clients who opened their invite but haven't claimed it yet.

The partner account's owner sees a Settings tab on the Partner home with the Logo link and Brand color clients see when you hand a workspace over, the daily email switch, and New clients start with.

What a partner keeps after the claim

When you create a client, you choose what you keep once they claim the workspace:

Set the default under New clients start with in your partner settings, and change it for any client with Edit until they claim. You never manage billing, members or social accounts in a client's workspace. If you chose Keep producing for them, the client's owners get at most one email a day when new posts wait for their approval.

The client can remove you at any time. When that happens, or after Hand off completely, your client list shows You no longer have access under the client's status.

Claim your show: for clients

This section is for the client: someone a Convia partner prepared a workspace for.

What is a Convia claim link?

A claim link is the link your partner sent you, by email or in their own message, to a Convia workspace they prepared for your show. It opens a page that shows who prepared it, their note, how many episodes, clips and drafted posts are ready, and samples of what they set up. The link works for 30 days. If it has stopped working, ask your partner for a new one.

What happens when I claim a prepared workspace?

You become the workspace's owner, on 30 days of the Grow plan, free, with no card needed.

1. Click Claim your workspace. If you don't have a Convia account yet, create one first.
2. Go through the short welcome: see what your partner set up, check Your voice and Your audience, and answer two quick questions (your role, and what success looks like in 12 months).
3. On Connect your accounts, then approve your posts, click Connect your accounts or Review your posts.

Nothing goes out until you connect an account and approve the post. Your partner can't post anything for you. You can also connect accounts and approve posts from your phone, in the Convia app.

If the workspace isn't for you, click Not for you? Let and your partner's name, then It's not for me. The link stops working and your partner is told.

Who owns a workspace a partner prepared?

You do, once you claim it. Everything in the workspace stays with you. Your partner can't see your billing or connect your accounts, and keeps only the access they told you about on the claim page: keep preparing posts that come to you for approval, see your posts and results, or nothing at all.

How do I remove my partner from my workspace?

1. Open Settings → Members.
2. Find the card titled Partner: and your partner's name, which shows what your partner can do, and click Remove partner.
3. Confirm with Remove partner.

Your partner loses access to the workspace and its results straight away. Everything in it stays with you, and we let your partner know.

When the partner pays for the client's workspace

Some studios pay for a client's workspace themselves, under an agency contract arranged with Convia. For these clients:

• The partner's client list shows You pay.
• No claim link and no trial are sent.
• The client approves posts through the Client Portal. Invite to the client portal on the client's row opens the workspace's Client Portal settings.

Related

• Agencies & managed accounts: run client shows under one agency contract instead of handing them over.
• Workspaces, teams & roles: what each role can do inside a workspace.
• Client Portal: how clients approve posts when the partner pays.
• Plans, trials & billing: what the Grow plan includes and what happens when a trial ends.