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Create & Send Newsletters to Partners

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

Video

Create a Newsletter

  1. From the left navigation bar, select [Engage] v2 [Engage]PartnersAutomationNewsletters.

  2. Select  Create Newsletter.

  3. Enter the Newsletter Name that will set it apart from other newsletters, (e.g., Starks Mother's Day).

  4. 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.

    1. Select Add Segment to create a selection of partners that you would like to engage with.

    2. You can choose Select Segment to apply an existing segment from a [Drop-down menu] [Drop-down menu] or select Create new segment and enter a name for a new segment.

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

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

      Performance conditions focus on partner activity within your program.

      Partners conditions focus on who the partner is and their relationship with your brand.

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

  5. Optionally, [Toggle on] [Toggle on] In-app Announcement feature to have the same or custom Content be sent to your partners in-app.

  6. Optionally [Toggle on] [Toggle on] Schedule to select a future date and timezone for when the newsletter can be sent.

    • Select Schedule Newsletter to initiate the schedule.

  7. Optionally, you select one of the following options to complete the process:

    • Send Newsletter - Send the newsletter to your selected partners right away.

    • Send Test Newsletter - Send a test version to yourself or your team to see how it looks before sending it to partners.

    • Save as draft options

      • Save and exit - Save your work and leave the page.

      • Save and stay on the page - Save your work but stay on the page to keep editing.

      Note: After a newsletter is sent, it can take between one hour and a full day (24 hours) for the associated metrics to fully update.

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