Creating an Email Communication to Partners

Reminder

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.

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.

1. Navigate to Partner Management > Communications  > Emails & Pop-ups.
2. Click Create Email.

3. Customize these areas as required - click Edit next to each one:

   Parameter	Description
   To	Select the partner groups to which to send this email.  Alternatively, click Advanced to open the Advanced Rules window, where you can create rules to target specific partners and/or partner users or create temporary partner groups that will only apply to this email. For more information, see Use Ad-hoc Partner Groups. When you've selected the target partner groups and clicked Save, Unifyr One displays the number of partner users that will receive this communication. You can export the information by clicking the Download icon .  Note Users that haven't enabled the Supplier Emails notification setting in their partner account are automatically excluded from the count. The recipients list is made up by analyzing all matching partners and providers (of status Active, Inactive, and Test) and extracting those users who have opted in to receiving Supplier Emails. Note that the email will not be sent to users from inactive partners. Once associated, the Partner Groups will be refreshed if you save a change to the email, and may have been updated. You can verify membership to ensure that the communication will go to the right recipients when you're ready to send it.
   From	The email address that recipients will see as the sender. What you see here depends on your email configuration: If your administrator has set up a verified From address for your organization in Unifyr One, it’s listed here. You can also change to any email address that uses the same domain as the verified From address. If you don’t have a verified From address, you’ll see [e-mail] listed here (or [e-mail] - more mature systems may use this address). This address will be used for all emails sent to your partners. Click Email Configuration if you want to set up and verify your own email address. For more information about setting up a verified From address, see Email Configuration.
   Schedule	Select when to send this email: Send when published - the email will send 5 minutes after you click the Send Now button. Send on - allows you to schedule the email to be sent on a later date and time. Selecting this option makes the Schedule button available, where you add the email to the scheduling queue.
   Subject	Enter the subject line for the email.
   Content	Provide custom email content. You can either create it manually, or have AI draft it for you (if enabled).  If you're creating the content manually, you have a simple, branded email template available in your account. If you’d like to edit your template for future mailings, see Editing the Partner Email Template. For information on AI-based content drafts, see Using AI to Generate TPC Email/Pop-up Content. Click Edit to go to our WYSWYG builder, where you can drag and drop content blocks and rows, add/edit text and images, and specify settings such as such as content alignment and brand colors. For information on the options available, see Content Blocks and Properties in the Page Editor. Use Merge Tags to add content placeholders for information such as First and Last Name, Company name, or Partner ID and have them populated dynamically when the communication is sent/viewed. Merge tags representing your custom Partner and Partner User fields are available - they're identified in the list with a Partner - or Partner User - prefix, as applicable. Note: Merge tags representing custom Partner User fields are added to content with the syntax {{portaluser.field_name}}, for example {{portaluser.Preferred_Communication_Language}}. You can embed a link to a Collateral asset in a text block - use the More > Link to an asset option. Note: All emails must include an option for recipients to unsubscribe from your mailings. The email template provided for you automatically includes a Manage your notification settings link for partner users. For information on customizing the unsubscribe option, see How to Add An Unsubscribe Link to To-Partner Comms. Click Save once you have finished customizing the email content.

4. We recommend sending a test email to yourself before scheduling the email. On the email details view, click   > Send Test.
   • Enter the email address that should receive the test email.

   • Click Send. Review the email in your inbox.

     Tips:

     • Verify that your hyperlinks link to the correct content.
     • Test emails are not included in the count for email credits.

5. To send the email, click Schedule or Send Now (the button label depends on what date settings you configured in Schedule).

   The button is disabled if you haven't defined the target recipients of the email in the To field.

6. A message confirms the number of users who will receive the message, and how many partner accounts they represent.

   

7. You are asked to confirm that you’d like to schedule the email. Click Confirm and Schedule. The email is either sent immediately (if you selected Send when published in Schedule), or added to the scheduling queue to be sent on the send on date.