Important
To comply with GDPR, new partner users are automatically opted out of receiving Supplier Emails. They can opt-in by turning on the Supplier Emails notification in their partner portal settings.
You can set up your portal Terms and Conditions (T&Cs) to specify that accepting the T&Cs automatically signs partners in to receiving your emails. For more information, see About Terms & Conditions of Service.
The Unifyr One To-Partner Communications features allow you to communicate directly with your partners. This means that you can craft messages that are tuned to your partner's needs. For example, if you hold in-person partner summits or sales meetings, the communication features allow you to alert your partners to upcoming events and related deadlines. These to-partner communications are separate from the through-partner email capabilities that are found under the Partner Marketing menu option.
Create and track the performance of a regular to-partner communication cadence by building content-rich partner communications, including newsletters, announcements, and ad-hoc messages.
There are two types of to-partner communication you can send partners: email and partner portal pop-ups.
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Email messages - when sent, emails go to all eligible active and test partner contacts that have turned on the Supplier Emails notification setting in their partner account.
When an email has been sent, Sent/Opens/Clicks/Bounces are available for it in the message detail page.
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Pop-up messages - display in specified partner portal pages as a pop-up window when a partner logs in. New partner users are automatically opted into these in-app messages and do not have the option to turn them off. Each eligible user on the portal will get the pop-up message until it is marked as read. The message is also available in the Message Center of the partner portal for reference.
When a pop-up has been published, Read/Unread statistics are available for it in its detail page.
For information about usage statistics, see the View Communication Performance section of this article.
We recommend using both methods when sharing information, but it is also acceptable to use one or the other. If you decide to use both methods of communication, you will need to create two separate communication instances, one for each type.
Note
- Email and pop-up messages are not sent to users that are designated as Sales Representative or Supplier-Defined Default Lead Owners (Additional Lead Notification Recipients).
- Emails and pop-ups do not currently support translated versions or automatic translations. To provide translated communications, create a separate email/pop-up for each language.
Intended Audience
Channel Sales Director, Channel Marketing Directors, & Channel Operations Managers
Before You Begin
We recommend planning out your content, target partners, and sending schedule prior to building the communications in Unifyr One.
Alert
- Once an email communication is in the Sending state, no changes or additions can be made to it. To make a change or add a partner, create a new email by copying the existing one.
- Once a pop-up communication has been scheduled, you cannot add/edit the To section. To add a new Partner Group, you can click Return to Draft to add the additional Partner Group or create a copy of the existing pop-up for the additional Partner Group.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the link.
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