Create targeted email campaigns to communicate updates, promotions, and important announcements to your partners. Emails are delivered to your partners’ inboxes, helping ensure important messages reach the right audience and aren’t missed.
To create an email campaign:
Navigate to Messaging hub → Email campaigns.
Click the Create an email campaign button.
Tolt displays a form with five steps to guide you through the setup.
Complete the form.
Type the campaign name and description.
Choose the audience for the campaign.
Note: You can send the campaign to specific partners, specific partner groups, or all partners.
Customize the email. In the editor, type the email subject and body. Tolt shows a live preview as you write.
Optional: Enable Show Portal Button to include a button that redirects partners to their portal.
Schedule your campaign. You can send it immediately or choose Schedule for later and select a date and time.
Review the campaign details.
Click Schedule campaign.
Note: You can save a campaign as a draft and return to edit it at any time.
Once scheduled, the campaign is displayed in the Email campaigns table, where you can view its status, pause it, or revert it to a draft.
To pause a campaign or revert it to a draft, open the more options menu and select the action you want.