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Create and Send Newsletters to Partners

Published on: Mon, 24 Apr, 2023 at 12:36 AM | Updated on: Thu, 17 Oct, 2024 at 12:09 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. E.g., Contract Stage is any of Joined.
- See the Segment selection conditions section below for more information on these conditions.
Select Preview Segment Partner for a preliminary display of the segment. Once you're happy with the preview, select Save.

Segment selection conditions

Specific conditions can be created to develop a list of partners that will receive the newsletter.

Using And the 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] [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 of any New and Joined this will remove partners that are not part of these groups.

Segment selection options

The following table helps you better understand the segment selection options.

Performance Condition	Description
Performance Table
Actions	Actions are `greater than` or `less than` (e.g., 6).
Clicks	Clicks are `greater than` or `less than` (e.g., 6).
Revenue	Revenue is `greater than` or `less than` (e.g., 6).
Performance Date Range	Description
Performance Date Range	The Performance Date Range 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`: Select either "Exact Days Ago" (e.g., 50 actions 7 days ago) or "Date Range" (e.g., 50 actions in the last 7 days). `between`: Set a specific date range (e.g., Oct 1, 2024 - Oct 7, 2024). `interval between`: Specify a custom range in days (e.g., between 10 and 20 days ago).
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

Partners Table
Relationship Stage	Description
Relationship Stage	The current stage of a potential partner in the recruitment life cycle.
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.
Last Transition Date	Description
Last Transition Date	Last Transition Date indicates when the partner's most recent Relationship Stage changed. This condition is applicable only to Relationship Stage and should not be used for Contract Stage. `is`: Select "Exact Days Ago" for a fixed date (e.g., 50 actions 7 days ago) or "Date Range" for a rolling period (e.g., 50 actions in the last 7 days). For the Last Transition Date in Relationship Stage, use "Exact Days Ago. `between`: Set a specific date range (e.g., Oct 1, 2024 - Oct 7, 2024). `interval between`: Specify a custom range in days (e.g., between 10 and 20 days ago).
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
Date Range	Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days
Partner Group	Description
Partner Group	Search for partner groups that include the desired partners. More than one can be selected.
Partner Template Term	Description
Partner Template Terms	Specify which partner template terms by selecting them or filtering them by name with a text search.
Contract Stage	Description
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 been 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	Description
Partner Name	Select the names of the partners you want to add to your segment.
Partner ID	Description
Partner ID	The unique identifier for your partners. You can access this by going to Partners → Partners and seeing the ID in the Partner field.

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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