The Newsletter screen shows all of the existing newsletter lists created in your program. Use newsletter lists to organize your partners into rule-based or custom lists, which can then be selected when sending newsletters.
impact.com generally recommends creating Newsletter Lists (i.e., a .CSV file) as the easiest way to send newsletters.
From the left navigation bar, select Partners → Newsletters.
In the top navigation bar, select Newsletter Lists.
In the top right corner, select Create Newsletter List.
Fill in each field with the relevant data.
List Name
Name of the newsletter list (e.g., Social Media Partners)
List Type
The type of list:
Rules Based — Determines which partners are on the list based on a set of configurable rules. See the List Selection Rules section to learn more.
Custom — Upload a .csv file with the ID values of the specific partners that you want on the list.
Select Save.
A Custom List is a .CSV file with a list of partner IDs that will receive your newsletter.
Using spreadsheet software (or a text editor), create a single column titled “MP ID”.
For each line below, populate it with the ID values of the Partners you want on the newsletter list.
Save (or export) your file with a relevant name (e.g.,
social-media-partners-newsletter-list.csv).Follow the instructions in Create a newsletter list — use the dropdown to select Custom List and then use the file browser to find and upload your .CSV file.
A Rules Based newsletter list enables you to create a list of rules to narrow down a list of specific partners that will receive your newsletter.
Tip
Rules Based newsletter lists can be very powerful but also difficult to configure correctly. We only recommend creating these on your own if you’ve made them before — otherwise, contact support for help.
Rules can be created to develop a list of partners that will receive the newsletter.
Using the AND operator will make the rules exclusive, meaning that both rules must be satisfied in order for a given partner to be included on the list.
Select Add another to add another rule that’s independent of the first rule.
The partners on a rules-based newsletter list can change depending on the rules you select. For instance, having a rule saying Contact Label is editor will add partners that are tagged with that label and remove partners that have that label removed.
Partner | Search for desired partners by their account name. More than one can be selected. |
Partner Groups | Search for partner groups that include the desired partners. More than one can be selected. |
Partner Template Terms | Search for template terms that include the desired partners. More than one can be selected. |
Partner Contract Status | Creates a rule that only includes partners that are:
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Partner Productivity Status | Creates a rule that only includes partners that are:
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Partner Recruitment Status | Creates a rule that only includes partners that are:
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Contact Label | Search for a contact label created in partner contacts. More than one can be selected. |
Contact Name, Email | Search for a partner contact by name or by email address. More than one can be selected. |
Contact Title | Search for a partner contact by their assigned title. More than one can be selected. |