How to register and track a partner or influencer
Register partners, let the AI read their Instagram, generate each one's unique link, and log collabs and costs to see how much each partnership brought in.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Partners and influencers are placed on a matrix of reach and audience fit. Each one gets their own link: whoever clicks it becomes a lead with the source "Partner". By logging collabs and costs, Cognizy shows you the leads, sales, and revenue from each partnership.
Where to find it in Cognizy
Before you start
- To have the AI read Instagram: the company's Instagram must be connected through Facebook, and the partner must have a business or creator profile. Uses 1 credit.
Step by step
- Step 1:
Open and click New partner.
- Step 2:
Fill in the Name, choose the Tier (Authority, Audience, Regional, Industry, Specialist, Mentor, or Customer), the Instagram, and the Followers. Click Register.
- Step 3:
The partner is added to the table, in the matrix quadrant. Click the name to open their profile.
- Step 4:
Click Read Instagram with AI. It reads their followers and latest posts and compares them with your audience.
- Step 5:
The result shows Engagement, Fit with your audience, and the suggested Quadrant (here, Loyal niche: small, but speaks to buyers). Adjust the Status as the conversation progresses.
- Step 6:
Under Partner link, copy the link and send it to them to promote. Anyone who opens it lands on your WhatsApp with the partner's code and becomes a lead with the source "Partner". Leads from the link, Sales, and Revenue show what they brought in.
- Step 7:
Under Collabs, log each action with the partner: the Type (live, post, story, event, podcast), the Date, What it was, and the Cost ($). Click Log.
How to know it worked
The profile shows the collabs with their cost, and the lead, sales, and revenue numbers from the link. In the partners table, the Result column compares them all.
If something goes wrong
The Instagram reading failed.
The partner's profile needs to be a business or creator profile, and the company's Instagram needs to be connected through Facebook. Without that, fill in followers and fit manually.
A partner's lead didn't show up.
The lead counts when the person opens the link and sends the message with the code. If they wrote without the code, adjust the source on the contact's profile.
Next step
Check what the AI marketing team did during the period.
Sign in with your Cognizy account to save your progress.
Sign in