Creating Marketing Emails

To create a new marketing email:

1. Navigate to Partner Marketing > Emails.

2. Click Create Email.

   

3. Provide the following information, as required:

   Note: these tasks for the email are carried out during the content edit step for the email:

   • choosing a template to create your email
   • adding the subject line

   For more information, see Creating/Editing the Content of a Marketing Email.

   Parameter	Type	Description
   Internal Name	Text	The unique identifier for the email in Unifyr One Admin (internal only).
   Display Name	Text	The name that will display for your partners in the partner portal.
   Description	Text	[Optional]More information about the email, such as a summary of the purpose of the email and any top-level information the partner would need to know to select it.
   Effective Dates	Date Selector	The period for which the email will be available to partners in the partner portal. Use the calendar pickers to choose From and To dates. A From date is required - if you don’t provide one, the email will never be available to partners. The To date is optional - if you leave it blank, the email will never expire.
   Is Promoted?	Checkbox	[Optional] Suppliers can promote activities to increase partner adoption. If the Is Promoted? box is checked, the activity will appear at the top of the Browse Emails page, in a Promoted window, in the partner portal.
   Internal Notes	Text	[Optional] Information about the email that is only visible to you, as a supplier. The information is not visible to partners when they view the email in the partner portal.
   Partner Groups	Dropdown list	[Optional] Select the partner groups that will have access to the email. If you don't select any Partner Groups here, the email will be available to all.
   Thumbnail	File Upload	[Optional] A small image that will help users visually differentiate between different emails. You can upload an image of your own. We recommend 100x110px. The maximum file size is 250MB.
   Tags	Checkbox	[Optional] The tags that categorize the email. Tags can be used to filter marketing content to your partners - select the applicable tags when creating/editing emails, then your partners can use them as filters when searching for content in the partner portal. You manage the available tags in   > Settings > Tag Management >  Marketing Activities. For more information, see Tag Management.

4. Click Save. You can now edit the content of the email, including selecting a template, adding content blocks and images, linking to a landing page, etc. For more information, see Creating/Editing the Content of a Marketing Email

You must publish the email to make it available to your partners. For more information, see Publishing and Unpublishing Marketing Emails.