Streamline and scale the process of reactivating your partners with an automated email workflow. Simply select the partner reactivation workflow template, make a few quick changes, and let impact.com handle the rest.
From the left navigation menu, select
[Engage] → Partners → Automation → Workflows.
At the top-right corner, select Create Workflow, then choose the Partner Reactivation template.
Review each email workflow in the template. Select Edit to get started.
View and approve the partner segment conditions. Once you're happy, select Save.
In the Partner Segment, select
[Edit] to view the default segment conditions.
The segment's pre-configured conditions will work for most use cases. Optionally, you can personalize them further to choose what triggers the re-engagement attempts—for example, if the partner has a low number of clicks, actions, revenue, or commission.
Set a Send from and a Reply To address for the email.
Below the Action Type, in the Edit Email field, select
[Edit] to specify the email addresses. Then, select Done.
Select Save to return to the email workflow setup screen. After you've customized all the email workflows, select Activate Workflow to launch them!
That’s it! We’ll reach out to your selected partners to re-engage them.
Interested in what else you can do with automated workflows? Check out our documentation on creating and managing email workflows and automating decisions about partner applications!