Use Messages to quickly and easily communicate with both potential and joined partners. Resolve issues, streamline partner onboarding, boot recruiting scale, and more right within impact.com.
Note
Refer to the Messaging Terms of Use in your account profile window to ensure you stay within impact.com’s messaging guidelines.
You will need the Messaging account user permission to message partners. This comes with the Community Manager and Account Administrator user roles, and can also be set as part of a custom role. Learn how to edit user roles.
Messages can be found in 2 places: In a widget located in the bottom-right corner of your screen (next to the blue ?) and on the Inbox screen.
There are multiple ways you can get to the Inbox screen:
You can select
[Inbox] in the left navigation barYou can select
[Expand] on the messaging windowYou can select the text link at the bottom of the messaging window
Messages will appear in both your widget and your Inbox—you can directly message your partners from either location.
To send your first message in the widget, select Start Conversation. If you're viewing your Inbox, select [Compose], search for the partner you want to message, then message the partner.
To create a new message thread with a partner, select [Compose] in the widget or [Compose] in your Inbox.
Continue the conversation by clicking into an existing message thread, then selecting Enter a message... at the bottom.
You can also attach files to your messages by selecting the [Attach] next to Enter a message... You can attach the following file types:
CSV
PDF
JPEG
PNG
GIF
All incoming and outgoing attachments are scanned for viruses.
You can set message statuses, like Unread, Done, or Spam, when talking to a specific partner. If you're using the widget, select the [Menu] at the top of the widget, then select a status. If you're using the Inbox, select an icon at the top-right of your screen.
Message Status | Description |
|---|---|
Mark as unread / [Email] | Mark this message thread as unread. This thread will generate a notification until the next time a brand account user opens it. |
Move to spam / | Move this message thread to spam. You will no longer receive notifications from this message thread. |
You can search for a specific partner's message thread by using the search bar at the top of the widget or in the top-left corner of your Inbox.
You can only filter for specific kinds of message threads from your Inbox. Filter for message threads by selecting [Filter] next to the search bar, selecting what filters you want to use, then selecting Apply.
Filter | Description |
|---|---|
State | Select what message thread state(s) you want to filter for. |
Relationship | Choose the partner relationships (e.g., Joined) for which you want to view message threads. |
Partner Size | Pick which partner size(s) you want to view message threads for. |
Partner sizes
Any partners that provide a valid media property will have a partner size. This ranking is created by an impact.com algorithm that considers several internal and external factors to rank partners by size (extra small to extra large) so that you can review which partners have the highest potential.
Learn more about setting priority messages.