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Create and Send Newsletters to Partners

Published on: Mon, 24 Apr, 2023 at 12:36 AM | Updated on: Wed, 13 Nov, 2024 at 1:27 AM

Use Newsletters in impact.com to send email and in-app newsletters to your partners. These can be used for correspondence, upcoming changes about your program, offer special promotions, and more.

To view the legacy newsletter experience, at the top of the Newsletters page, select [More] → Revert to old Newsletters.

Create a Newsletter

From the left navigation menu, select Partners → Automation → Newsletters.
In the upper-right corner, select Create Newsletter.
Enter the Newsletter Name that will set it apart from other newsletters, i.e., ACME Anvils Mother's Day.

Proceed by filling in the information in both the Partner Segment and Email sections.

In the Partner Segment section, conditions can be created to develop a list of partners that will receive the newsletter.

Select Add Segment to create a selection of partners that you would like to engage with.
You can choose Select Segment to apply an existing segment from a [Drop-down menu] or select Create new segment and enter a name for a new segment.

Specify the Conditions by which impact.com should segment newsletter recipients.

See the Performance conditions and Partner conditions references below for details, along with a use case example for applying these conditions in your segment.

Recommended: Want to learn how to effectively use conditions when creating your partner segments? Learn more here.

Performance conditions reference

Performance condition types	Operator	Value
Actions	`greater than` `less than`	E.g, 6
Clicks	`greater than` `less than`	E.g., 6
Revenue	`greater than` `less than`	E.g., 6
Performance Date Range: This defines the period for assessing a partner's clicks, actions, or revenue. It must be paired with at least one additional condition related to these metrics.	`is` `between` `interval between`	Exact Day Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago 180 Days Ago 365 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days Last 180 Days Last 365 Days

Partner conditions reference

Partner condition types	Operator	Value
Relationship Stage: The current stage of a potential partner in the recruitment life cycle.	`is any of`	Select All - Apply all prospect stages. New - Partners you've tagged as prospects, but have yet to email or send a proposal to. Outreach -Partners you've sent an email or a proposal to, but have yet to respond to you. Negotiating - Partners that have responded to you, but have yet to agree to any terms. Joined - Partners who are joined to your program. Expired - Partners whose contracts with you have been expired.
Original Joined Date: This indicates when the partner most recently joined.	`is` `between` `interval between`	Exact Date Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago 180 Days Ago 365 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days Last 180 Days Last 365 Days
Last Transition Date: This indicates when the partner's most recent relationship stage changed.	`is` `between` `interval between`	Exact Day Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days
Partner Group	`is any of` `contains` `starts with`	Use the [Checked boxes] to select partner groups for the `is any of` value. Enter a letter or name for the `contains` and `starts with` value.
Partner Template Term: Specify which partner template terms by selecting them or filtering them by name with a text search.	`is any of`	Use the [Checked boxes] to select partner template terms.
Contract Stage: Filter by partners in a specific contract stage.	`is any of`	Select All - Apply all contract stages. None - A contract does not exist between you and the partner. Awaiting Publisher Approval - Partners who have not yet accepted your contract proposal. Awaiting Advertiser Approval - Partners awaiting for contract approval from you. Publisher Declined - Partners who have declined your contract proposals. Advertiser Declined - Partners who have had their contract declined by you. Joined - Partners who are joined to your program. Expired - Partners whose contracts have expired. Awaiting Contract Start - Partners who have upcoming contracts starting with you. Advertiser Retracted - Partners from whom you have withdrawn contract proposals. Advertiser Countered - You have countered a contract proposal. Publisher Retracted - Partners who have withdrawn contracts they've proposed to you Publisher Countered - Partners who have countered your contract proposal. Pending Contract Expired - The proposed contract has expired.
Partner Name	`is any of` `contains` `starts with`	Use the [Checked boxes] to select partner names for the `is any of` value. Enter the letter or name for the `contains` and `starts with` value.
Partner ID	`is`	Enter a partner ID.

Select Preview Segment Partner for a preliminary display of the segment. Once you're happy with the preview, select Save.

Use case example

Using the And operator will make the conditions exclusive, meaning that both conditions must be satisfied in order for a given partner to be included on the list.
Select [Add another] to add another condition that’s independent of the first condition.
The partners on a conditions-based newsletter segment can change depending on the conditions you select. For instance, having a condition saying Contract Stage is any of Joined + Relationship Stage is New this will remove partners that are not part of these groups.

Select Add Email to start creating your newsletter content and to specify From name and Reply to address.
[Toggle on] the Messaging Template setting if you want to apply an existing messaging template and select a template from the [Drop-down menu].

Enter your email details:

Field	Description
Send from	This is the from name that recipients will see when they receive the newsletter.
Reply to	This is the email address partners that partners will contact when they reply to this newsletter.
Subject	The subject of the newsletter email.
Content	Enter the content of your newsletter in the provided WYSIWYG editor.

Optionally, Insert a signup link to one of your template terms. This will add a Join my program button that acts as a sign up link to your template terms.
Optionally, Insert additional dynamic token into your newsletter. You can see the dynamic fields available by selecting the [Expand] icon to the right of the option.
- See the Dynamic fields reference below for more info about these fields.
If you want to save this newsletter as a template to be used in future, select [Toggle on] Save as new messaging template.
Select Preview for a preliminary display of the newsletter. Once you're happy with the preview, select Done or Send test email.

Dynamic fields reference

Select Insert to populate your newsletter with relevant information (such as a partner’s name, or the current date) in your newsletter.

Attention: Tokens are case sensitive. Do not place any formatting within special tokens (for example,{lastName} is valid but, {LastName} is not.

Token

Description

{adcode_<adid>}

Populates with the full ad listing of the specified <adid> value (e.g., {adcode_1122330}).

Ad code limitations

The number of ad codes you can use per newsletter is limited by the number of audience members that are part of your newsletter.

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.

{programName}

The program name.

{programLogoSrc}

The source URL of the program logo.

Optionally, [Toggle on] the In-app Announcement feature to have the same or custom Content be sent to your partners in-app.
Optionally [Toggle on] Schedule to select a future date and timezone for when the newsletter can be sent.
- Select Schedule Newsletter to initiate the schedule.
Optionally, you can Send Test Newsletter to send a test copy of the newsletter to your impact.com account email address, or Save as draft to come back to it later.
Once tested and you are happy with the result, select Send Newsletter.

Create a Newsletter

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