Contact a Prospect

Take the PXA Course

Once you’ve marked a potential partner as a Prospect, you can message or email them within the impact.com platform. To email a joined partner, see Email a Partner instead.

How reaching out affects the funnel stage: Sending a direct email, message, or proposal from the Prospects screen — or contacting a prospect through an Email Workflow — moves them from New to Outreach. Sending a Newsletter does not: prospects you reach only by Newsletter stay in the New stage.

Message a prospect

Important: Your prospect must have Messaging enabled for them to appear in your messaging list.

1. From the left navigation bar, select [Discover] → Prospects.
2. Hover your cursor over the prospect to which you want to send a message, then select [More] → Message.
3. Enter the message you'd like to send.

   • Optionally, you can [Attach] the following file types: CSV, PDF, JPEG, PNG, GIF.
   • impact.com scans all incoming and outgoing attachments for viruses.
4. Once you've composed your message and added your attachments, select Send.

Email a prospect

via Marketplace

1. From the left navigation bar, select [Discover] → Find Partners → Partner Marketplace.

   • Alternatively, if you have a creator program, [Discover] → Find Creators → Creator Marketplace.
2. Select the All Partners tab.

   • Alternatively, select the All Creators tab.
3. Hover your cursor over the partner you want to email, then select the partner tile.
4. In the slide out that appears, select [Email].

   • See the Email details reference below for more information on how to fill out the email.
5. Select Send when you're done.

via Prospects screen

1. From the left navigation bar, select [Discover] → Prospects.
2. Hover your cursor over the prospect you want to email, then select [More] → Email.

   • See the Email details reference below for more information on how to fill out the email.
3. Select Send when you're done.

Bulk email prospects

1. From the left navigation bar, select [Discover] → Prospects.
2. Hover your cursor over each prospect and select the [Checkbox] next to each prospect that you want to include in the bulk email.

   • To email all prospects on the first page, select Select All at the top of the table. Manually select any additional prospects on the following pages.
3. Above the table, select Email.

   • See the Email details reference below for more information on what to include in the email.
4. Select Send when you're done.

Email details reference

Detail	Description
From name	Who the email is from (e.g., your name).
Reply to email	The "return address" of the email (e.g., your email address). Connect your personal email to your impact.com account to send emails to prospective partners directly from your email address.
Subject	This will appear in the subject line of the email.
Content	This will be the email's contents.
Special Tokens	You can embed special tokens into the email content that will dynamically populate values: • {adcode_<adid>} — Populates with the full ad listing of the specified <adid> value (e.g., {adcode_1122330}). • {mpid} — Populates with the ID value of the partner’s account (e.g., 98765). • {mpname} — Company name. • {firstName} — Populates with the first name of the partner (e.g., John). • {lastName} — Populates with the last name of the partner (e.g., Doe). • {currentDay} — Populates with the current date (e.g., January 19, 2038). • {currentTime} — Populates with the full date in ISO format (e.g., 19-Jan-2038 03:14:08 UTC). • {currentMonthYear} — Populates with the current month and year (e.g., January, 2038).