> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/newsletters/create-and-send-newsletters-to-partners.md).

# Create & Send Newsletters to Partners

Use *Newsletters* in impact.com to send email and in-app newsletters to your joined partners. These newsletters can be used for correspondence, upcoming changes about your program, special promotions, and more.

{% hint style="warning" %}
**Important:** Newsletters can only be sent to partners who are already in the impact.com network. Imported prospects or out-of-network contacts will not receive newsletters. To reach out to new or out-of-network prospects, use [email workflows](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/email-workflows/create-and-manage-email-workflows.md) instead.
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F2o5VbEr57otduTKr4tGR%2Feng-250-5.mp4?alt=media&token=93491f21-1852-4058-bcfe-3085ba52b3d4>" %}

{% stepper %}
{% step %}

## Initial setup

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners** → **Automation** → [**Newsletters**](https://app.impact.com/secure/advertiser/fr/newsletter-ui.ihtml).
2. Select **Create Newsletter**.
3. Enter the *Newsletter Name.*
   {% endstep %}

{% step %}

## Define your audience segment

Determine which partners will receive the newsletter.

1. In the Partner Segment section, select **Add Segment**.
2. You now have two choices:
   * **Use a pre-existing segment:** Select an existing segment from the **Select Segment** drop-down menu.
   * **Create a new segment:** Select **Create Segment** and then specify the conditions that determine which partners are included. For a complete guide on how to set up these rules effectively, refer to the [Create a Partner Segment](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/segments/create-a-partner-segment.md) article.
3. Optionally, select **Preview Segment Partners** to review the list of recipients.
4. Select **Save**.
   {% endstep %}

{% step %}

## Enter your email details & content

1. In the *Email* section, select **Add Email**.
2. Optionally, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[Toggle on]** the messaging template setting to apply an existing messaging template, then select a template from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]**.
3. Fill in the essential email details:
   * **Send from:** The name partners will see in their inbox. The sender email address is filled in automatically and can’t be changed.
   * **Reply to:** The email address that receives partner replies.
   * **CC/BCC:** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[Toggle on]** to send a copy to one internal CC and one BCC address.
4. Create your newsletter content using one of the following methods:
   * **Use AI to generate the content:**
     1. Select **Help me write** to expand the section.
     2. Enter a short paragraph describing the content of your newsletter.
     3. Optionally, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[Toggle on]** **Advanced Options** to further refine the AI's output by providing *Additional examples* or *Additional context*.
     4. Select **Generate**.
     5. Select **Insert** to add the generated text to the *Content* section.
   * **Write the content manually:** Enter your text directly into the **Subject** and **Content** fields.
     {% endstep %}

{% step %}

## Insert dynamic elements

Use the *Insert dynamic elements into the email content* section above the editor to add tokens, ads, and signup links.

* **Dynamic Tokens:** Personalize your email with partner-specific information (for example, `{firstName}`).
  1. Place your cursor where you want the token to appear.
  2. Search for or select a token from the **Select a Token** drop-down menu.
  3. Select **Insert**.
  4. Refer to the [Dynamic fields reference](#dynamic-fields-reference) for the available tokens.
* **Ads:** Add your active ads to the email without copying ad IDs by hand.
  1. Place your cursor where you want the ads to appear.
  2. From the **Select a Token** drop-down menu, select **Ads**, then select **Insert**. The *Select Ads To Insert* slideout opens and lists your active ads. Each ad shows its image, name, ad ID, ad type, expiration date, and when it was last updated.
     * Optionally, use the search bar or the *Ad Type* and *Labels* filters to find specific ads.
  3. Select the checkbox on each ad you want to insert. To select every ad in the list, select **Select all**. You can insert a maximum of 20 ads per email. The *inserted* counter shows how many ads the email already contains. Larger partner segments allow fewer ads, so check the ad code limitations in the [Dynamic fields reference](#dynamic-fields-reference) to prevent delivery failure.
  4. Select **Insert Ads**. The button shows how many ads you selected (for example, **Insert 1 Ad**). An ad token for each selected ad is added to your email content (for example, `{adcode_1122330}`).

If you select **Back to Email** before selecting **Insert Ads**, your ad selection is discarded.

<div data-with-frame="true"><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FsfS31wWpnsLT1wIeJhvo%2Fselect-ads-to-insert.png?alt=media" alt=""></div>

* **Signup Link:** Add a button that links to a specific set of template terms.
  1. Select template terms from the **Select a Template** drop-down menu.
  2. Select **Insert**.
     {% endstep %}

{% step %}

## Review & save your content

1. Select **Preview** for a preliminary display of how the newsletter will look.
2. Optionally, select **Send test email** to send a draft copy to your own inbox for a final review.
3. Select **Done** to save your content and return to the main newsletter setup screen.
   {% endstep %}

{% step %}

## Choose the contact type

Select which of the partners' email addresses should receive the newsletter.

1. In the *Contact Type* section, select one or more options:
   * **Newsletter (Recommended):** Sends to the partner's registration email or the one specified in their profile.
   * **Custom Contact:** Sends to a specific contact you have configured on the partner's profile. For more information, refer to the [Get Partner Contact Information](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/get-partner-contact-information.md#add-a-contact-to-your-contact-list) help article.
     {% endstep %}

{% step %}

## Add an In-app announcement (Optional)

Send an accompanying notification that will appear directly within the impact.com platform:

1. ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[Toggle on]** the **In-app Announcement** feature.
2. A content editor will appear. You can either:
   * Leave it as is to use the same content you wrote for your email.
   * Edit the text to create a custom message for the in-app announcement.
     {% endstep %}

{% step %}

## Schedule your newsletter (Optional)

If you want to send your newsletter at a future time, you must schedule it.

1. ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FiZjM1xY8o3v1iR3Zaysd%2FToggle.svg?alt=media\&token=b1550d48-bba9-4e81-8604-bc12370c5caa) **\[Toggle on] Schedule**.
2. Set a future **Date and time** for when the newsletter should be sent.
3. Select the correct **Timezone** for the schedule.
   {% endstep %}

{% step %}

## Finalize & send

* **To send or schedule:** Select **Send Newsletter** (or **Schedule Newsletter** if the schedule is toggled on).
* **To send a test:** Select **Send Test Newsletter** to send a copy to yourself or your team.
* **To save your work:** Select the **Save as draft** drop-down menu for two options:
  * **Save and exit:** Save your work and leave the page.
  * **Save and stay on the same page:** Save your work but stay on the page to keep editing.
    {% endstep %}
    {% endstepper %}

<details>

<summary>Dynamic fields reference</summary>

{% hint style="danger" %}
**Attention:** Tokens are case sensitive and must not contain extra formatting (for example,`{firstName}` is valid but `{FirstName}` is not.)
{% endhint %}

| Name in drop-down menu  | Token                | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| ----------------------- | -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Ads                     | `{adcode_<adid>}`    | <p>Populates with the full ad listing of the specified <code>\<adid></code> value (for example, <code>{adcode\_1122330}</code>).<br></p><p>To add ad tokens without typing ad IDs, select <strong>Ads</strong> from the <strong>Select a Token</strong> drop-down menu.<br></p><p>To prevent delivery failure, ensure your segment size does not exceed the maximum limits based on your newsletter's ad code count.<br></p><p><strong>Ad code limitations</strong><br><br><strong>Number of Adcodes/Limit</strong></p><p>Maximum of 1: up to 60,000 partners<br>Maximum of 5: up to 30,000 partners<br>Maximum of 10: up to 20,000 partners<br>Maximum of 20: up to 5,000 partners</p> |
| Partner ID              | `{mpid}`             | Populates with the ID value of the partner’s account (e.g., 98765).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Partner company name    | `{mpname}`           | Company name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Partner First Name      | `{firstName}`        | Populates with the first name of the partner (e.g., John).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Partner Last Name       | `{lastName}`         | Populates with the last name of the partner (e.g., Doe).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| Current Day             | `{currentDay}`       | Populates with the current date (e.g., January 19, 2038).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Current Time            | `{currentTime}`      | Populates with the full date in ISO format (e.g., 19-Jan-2038 03:14:08 UTC).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| Current month and year  | `{currentMonthYear}` | Populates with the current month and year (e.g., January, 2038).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Opt-out URL             | `{unsubscribeUrl}`   | <p>URL to unsubscribe from the newsletter.<br></p><p>All email newsletters must include a visible and functional unsubscribe link. If you don’t add an unsubscribe token, our system will automatically append one at the end of your newsletter to ensure compliance.</p>                                                                                                                                                                                                                                                                                                                                                                                                              |
| Name of the program     | `{programName}`      | The program name.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Program logo source URL | `{programLogoSrc}`   | The source URL of the program logo.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |

</details>

{% hint style="success" %}
**Note:** After a newsletter is sent, it can take between one hour and a full day (24 hours) for the [associated metrics](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/newsletters/review-newsletter-engagement-performance.md) to fully update.
{% endhint %}


---

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