> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Affiliate Discovery: Pipeline and outreach

The Pipeline is a board for tracking your affiliate outreach from first contact to close. Prospects saved from [discovery results](/knowledge-base/using-partnero-ai/ai-affiliate-discovery-overview) appear here automatically, but you can also add them manually.

To access the Pipeline, click the **Pipeline** tab at the top of the **Affiliate Discovery** page.

<img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/5c12627d.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=b000179bbff9a5adee09d6105b214057" alt="" width="2870" height="1564" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/5c12627d.webp" />[Click here to read more about Affiliate discovery.](/knowledge-base/using-partnero-ai/ai-affiliate-discovery-overview)

***

### Pipeline stages

Move prospects through the following stages as your outreach progresses:

* Saved: added to the pipeline, not yet contacted
* Contacted: outreach sent
* Replied: prospect has responded
* Negotiating: in active discussion
* Won: joined your program
* Lost: did not convert

To move a prospect, open their card and update the stage, or drag the card to the appropriate column. <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/6fe6dc8a.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=8b61bd7e3d7944d68e638d60e78f0ea5" alt="" width="2878" height="1560" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/6fe6dc8a.webp" />

***

### Add a prospect manually

You can add a prospect to the Pipeline without running a discovery search.

1. In the Pipeline, click the **+** icon in the **Saved** column. <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/23278e81.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=0b3d4726b7026d114f548d9eefcc2f94" alt="" width="2878" height="1542" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/23278e81.webp" />
2. Fill in the prospect's details:<img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/5d5c9d4c.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=f0522b11f8566bd632b64745c0349965" alt="" width="2878" height="1548" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/5d5c9d4c.webp" />
   1. **Name**: e.g. John's Tech Blog
   2. **Website**: website URL address
   3. **Type**: e.g. blog, agency, newsletter
   4. **Contact**: email or URL
   5. **Notes**: any additional context
3. Click **Add to pipeline**.

The prospect will appear in the **Saved** column with a *Manual* label: <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/52d28d0a.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=3fc507bf32ea52dbff107210d8a3f4dc" alt="" width="2872" height="1552" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/52d28d0a.webp" />

***

### Add notes to a card

Each pipeline card has a notes section for tracking context, updates, and next steps. Notes are visible to everyone with access to the program, making it easy to keep the team aligned on outreach progress.

<img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/8d204087.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=4ac98410f53f8dc5f115423583d63ed9" alt="" width="2878" height="1572" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/8d204087.webp" />

Each note shows the name of the person who added it and the date it was posted. <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/b80cd9f9.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=8bc08960f46dfa205a1300f417d555e5" alt="" width="2864" height="1550" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/b80cd9f9.webp" />

To add a note, open the card, enter your note, and click **Save**.

***

### Send outreach emails

You can connect your Gmail account to send affiliate outreach emails directly from a pipeline card. Replies go to your connected Gmail inbox.

The Gmail connection is tied to your user account, so once connected, it works across all programs you have access to.

**To connect Gmail:**

1. Open a pipeline card and click **Connect Gmail**. <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/2d59de95.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=f42e013bb2bffeb502288490a08207f1" alt="" width="2874" height="1560" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/2d59de95.webp" />
2. Follow the prompts to authenticate with your Google account.

Once connected, an email composer will appear on the card with From, To, and Subject fields and a rich-text editor for the body with a generated email draft:

<img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/809cb4f8.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=de0af544b08181d44e4edb101224ebd3" alt="" width="2878" height="1576" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/809cb4f8.webp" />

**To send an outreach email:**

1. Open the pipeline card for the prospect you want to contact.
2. You can edit the recipient, subject, and message.
3. Click **Send email**.

<img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/affiliate-discovery-pipeline-and-outreach/9a6c33cb.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=43030f5f9f59d4964237765f036cd7df" alt="" width="2878" height="1550" data-path="images/articles/affiliate-discovery-pipeline-and-outreach/9a6c33cb.webp" />

Sending an email automatically moves the card to **Contacted** and logs the outreach in the card's timeline.

> **Note:** Email deliverability depends on your own domain's SPF, DKIM, and DMARC configuration. Partnero sends on your behalf via the Gmail API but does not manage your domain's email authentication settings.

***

#### A few things worth knowing

* Saved prospects persist across discovery resets. This means that clearing your discovery results and running a new search will not remove them from the Pipeline.
* Prospects already in your Pipeline are excluded from future discovery results, so you won't see duplicates.


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