Send a Message to a Partner

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Use Messages to quickly and easily communicate with your joined partners. This is a good way to resolve issues and communicate about future events.

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Messaging permissions

  • You will need the Messaging account user permission to message partners. This permission is standard to the Community Manager and Account Administrator user roles, and can also be set as part of custom roles.

Message partners

There are 2 ways you can message your partners:

chevron-rightVia your Partners screenhashtag

Learn how to message prospective partners and build your partnerships.

  1. From the left navigation bar, select [Engage]PartnersPartners.

  2. Hover your cursor over the partner you want to send a message to, then select [More]Message.

  3. Enter the message you would like to send your partner.

    • Optionally, you can [Attach file]. The following file types can be attached: CSV, PDF, JPEG, PNG, GIF.

    • All incoming and outgoing attachments are scanned for viruses.

  4. Once you've enter your message and added your attachments, select Send.

chevron-rightVia your Inboxhashtag

Messaging your partners can be easier directly from your Inbox.

Learn how to manage your inbox as a brand and how to filter by specific partner relationship statuses and more.

  1. In the top navigation bar, select [Inbox].

  2. In the search bar, find the partner you would like to message and select their name.

  3. Enter the message you would like to send your partner.

    • Optionally, you can [Attach file]. The following file types can be attached: CSV, PDF, JPEG, PNG, GIF.

    • All incoming and outgoing attachments are scanned for viruses.

  4. Once you've entered your message and added your attachments, select Send.

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