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Create Partner Newsletter Lists

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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.

Create a newsletter list

  1. From the left navigation bar, select Partners → Newsletters.

  2. In the top navigation bar, select Newsletter Lists.

  3. In the top right corner, select Create Newsletter List.

  4. 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.

  5. Select Save.

Custom newsletter lists

A Custom List is a .CSV file with a list of partner IDs that will receive your newsletter.

Create a custom newsletter list

  1. Using spreadsheet software (or a text editor), create a single column titled “MP ID”.

  2. For each line below, populate it with the ID values of the Partners you want on the newsletter list.

  3. Save (or export) your file with a relevant name (e.g., social-media-partners-newsletter-list.csv).

  4. 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.

Rules Based newsletter lists

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.

List selection rules

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.

List selection options

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:

  • Active (i.e., currently signed to a contract).

  • Inactive (i.e., not signed to any active contact).

Partner Productivity Status

Creates a rule that only includes partners that are:

  • Active (i.e., recorded an action within the last 60 days).

  • Productive (i.e., have recorded an action before).

  • Dormant (i.e., have never recorded an action).

Partner Recruitment Status

Creates a rule that only includes partners that are:

  • Joined (i.e., signed a contract with you).

  • Proposed (i.e., have been proposed a contract).

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.

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