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.

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 instead.

1

Initial setup

1. From the left navigation bar, select [Engage] → Partners → Automation → Newsletters.

2. Select  Create Newsletter.

3. Enter the Newsletter Name.

2

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 article.

3. Optionally, select Preview Segment Partners to review the list of recipients.

4. Select Save.

3

Compose your email content

1. In the Email section, select Add Email.

2. Optionally, [Toggle on] the messaging template setting to apply an existing messaging template, then select a template from the drop-down menu.

3. Fill in the essential email details:

   • Send from: The name partners will see in their inbox.

   • Reply to: The email address for replies.

   • Cc/Bcc: [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:

   • Write the content manually: Enter your text directly into the Subject and Content fields.

   • Use AI to generate the content:

     1. Select Help me write to open the AI Assistant.

     2. Enter a short paragraph describing the content of your newsletter.

     3. Optionally, [Toggle on] Advanced Options to further refine the AI's output by providing Additional examples or Additional context.

     4. Select Generate to create the subject line and body content.

Advanced content options

• Insert signup link: Add a Join my Program button that links to a specific set of template terms.

  1. Select a contract from the Select Template Term drop-down menu.

  2. Select Insert.

• Insert additional dynamic token: Personalizes your email by inserting partner-specific information (e.g., {firstName}). Refer to the Dynamic fields reference at the end of this article.

Review and 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.

4

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 help article.

5

Add an In-app announcement (Optional)

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

1. [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.

6

Schedule your newsletter (Optional)

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

1. [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.

7

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.

Dynamic fields reference

Attention: Tokens are case sensitive and must not contain extra formatting (for example,{firstName} is valid but {FirstName} is not.)

Token	Description
{adcode_<adid>}	Populates with the full ad listing of the specified <adid> value (e.g., {adcode_1122330}). To prevent delivery failure, ensure your segment size does not exceed the maximum limits based on your newsletter's ad code count. Ad code limitations Number of Adcodes/Limit Maximum of 1 — up to 60,000 partners Maximum of 5 — up to 30,000 partners Maximum of 10 — up to 20,000 partners Maximum of 20 — up to 5,000 partners
{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).
{unsubscribeUrl}	URL to unsubscribe from the newsletter. 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.
{programName}	The program name.
{programLogoSrc}	The source URL of the program logo.

Note: After a newsletter is sent, it can take between one hour and a full day (24 hours) for the associated metrics to fully update.