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Contact a Prospect

You can send messages directly to or email prospects after you’ve added them to the Prospects list.

Send a message to a prospect

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

  1. From the left navigation bar, select discover-icon__vf08ef31.svg [Discover]Prospects.

  2. Hover your cursor over the prospect to which you want to send a message, then select ellipsis-h-solid__1_.svg [More]Message.

    Screenshot_2024-05-27_at_11_51_01.png
  3. Enter the message you would like to send the prospect.

    • Optionally, you can paperclip-solid.svg [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.

    Screenshot_2024-05-27_at_12_05_42.png

Email a prospect

  1. From the left navigation bar, select discover-icon__vf08ef31.svg [Discover]Prospects.

  2. Hover your cursor over the prospect you want to email, then select ellipsis-h-solid__1_.svg [More] → Email.

  3. In the email to the prospect, you must include the following details:

    Email 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).

    Subject

    This will appear on the subject line of the email.

    Body

    This will be the email's contents.

  4. Once you've filled in the above information, select Send.

    Screenshot_2024-05-27_at_12_00_00.png

Bulk email prospects

Optionally, you can send the same email to multiple prospects simultaneously.

  1. From the Prospects screen, hover your cursor over each prospect and select the check-square-solid__2_.svg [Checkbox] next to each prospect that you want to include in the bulk email.

    • If you want to send emails to all the prospects on the first page, select Select All at the top of the table. Manually select any additional prospects.

  2. Above the table, select Email.

  3. In the email to the prospects, you must include the following details:

    Email 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).

    Subject

    This will appear in the subject line of the email.

    Body

    This will be the email's contents.

    Special tokens: You can embed special tokens into the content that dynamically populate values.

    Special tokens for emails

    Token

    Description

    {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).

  4. Once complete, select Send.

    Screenshot_2024-05-27_at_13_19_25.png

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