impact.com/performance November 2024 Release: Email workflows, enhanced partner profiles, streamlined deal configuration, and more

New Email Workflows for automated partner communications

Effortlessly engage partners with our new Workflows feature, which automates partner communications through email workflows triggered by custom-defined segment conditions—enabling brands to communicate efficiently and strategically. 

With this feature, you can choose from a variety of workflow templates that include pre-configured segment conditions and example email copy, or you can create entirely custom email workflows.

 Templates simplify the setup and cover common outreach needs, such as:

• Send email invitations to partners when they’re added to Prospects, with the option for automatic acceptance upon signup. (Follow-up email templates will be available starting November 12th.)

• Welcoming newly joined partners

• Recognizing partners for their first generated action or high revenue milestones within set periods

• Re-engaging partners who have shown low performance

If you are looking to streamline your workflow, “Chained” or connected workflows are also available within Prospecting and Performance templates. These workflows offer predefined conditions and email copy, which brands can further personalize.

The Email Workflows feature empowers you to take control of your communication strategy, ensuring effective, automated outreach to partners. You can learn more about Creating & Managing Email Workflows and find a detailed explanation of Partner Segments for Email Workflows.  

*Note: We recommend using a template as a starting point for most workflows, as they cover a wide range of common use cases. However, you can create custom workflows if you need more tailored segment conditions or messaging. 

When creating a new custom email workflow, you can configure it to manage recruitment tasks such as welcoming new partners, assessing performance, or sending initial invitations to prospects. Follow-up email functionality will be available starting November 12th.

New Unified Slideout on Applications Page

Our new slideout on the Applications page streamlines your decision-making process with richer insights and enhanced functionality. 

Here’s what's changing:

• Enriched Profiles: Deeper insights at a glance. Gain deeper insights into your partners by learning who they are, how they perform, and reviewing examples of their recent content. You'll also have access to high-level engagement metrics and details on their connected properties. 

• Custom Fields: Unlock richer information with Surveys. You can now access survey data directly within the Applications slideout through the new Custom Fields tab. Whether you’re gathering insights from prospects, existing partners, or through application processes, the survey data is seamlessly integrated, providing tailored insights right where you need them. Find more information on custom fields in this help document.  

  Not using surveys yet? Now’s the perfect time to start! Surveys help you gather valuable information about your partners and prospects. Customize the data that matters most to your brand and make more informed decisions with richer insights. 

• Streamlined messaging experience. The Messages tab has been relocated to a new, more accessible section at the top left of the slideout. 
  

  

Create Deals more easily

As any 90s movie character with a fancy suit and brick-sized cell phone will tell you, making a deal can be hard. But if you’re looking to create a Deal in the impact.com platform, well, that’s never been easier. You just go to Content > Deals > Create Deal. Previously, that would land you on a page where you could adjust all sorts of things, including, most notably, the Deal Type.

With this release, we’re changing things up a bit. When you click “Create Deal”, you’ll now see a drop-down menu that prompts you to choose a deal type. Once you do, you can create a deal of that type.

Why the change? First, it makes the page a lot simpler, since you don’t have to scroll through settings for all deal types at once. And second, the new flow means you can’t change the deal type after a given deal has been sent to your partners. If you want a new deal, you’ve got to create one (or elect FDR).

Finance Document Settings are now more configurable.

Previously, there was one screen to configure all finance document settings. However, upon review, we found that sometimes brands wanted different settings for their various documents. 

So with this release, you now have separate screens to update your impact.com fee documents and your partner fee documents settings, accessible from the Billing Groups screen. In addition, if you fund using Payment Request Forms, you have a new screen to update your Funding Account document settings, accessible from the Funding Account screen. 

For more information on these new screens, please take a look at our help documentation for managing impact.com fees document settings, managing partner fees document settings, and managing funding account document settings.

We’ve cleaned up and enhanced our Finance Reports

We've reviewed our Standard Finance reports, and made updates to ensure naming consistency, improve reporting speeds, and provide you with a more streamlined user experience. 

Updates include simplified versions of the following reports (and their drill-down reports):

•  Partner Fund Transfer Listing

• Monthly Close Report by Locking Date

• Monthly Close by Event Date

• Cash Flow History

• Pending Partner Payments

In addition, we’ve removed several redundant reports to help clean up the system. See below for the list of reports removed, as well as which reports you can use in their place moving forward:

• Finance Overview > Overview screen

• Account Balance History > Cash Flow History

• Pending Impact Fees > Impact Invoices by Status 

• Pending Action Payouts (based on scheduled clearing date >  Pending Partner Payments 

• Media Partner Invoice Dashboard - Action Details by Action Date >  Partner Cost Details by Event Date 

• Cash Flow History - Transaction Listing > Cash Flow History Listing 

• Deposit History > Cash Flow History Listing 

• Upcoming Partner Payments (no filter) > Pending Partner Payments 

Understand which groups your partners belong to with the New Partner Group Membership report

The Partner Group Membership report allows you to identify all of your partner groups, along with the current partner members and the status of those partners, making it simple to get a clear picture of your group management.

Compare the performance of your SKUs over separate time periods

With this new report, you have the ability to compare the performance of SKUs within your SKU Exception Lists. This helps you understand the performance of your SKUs during different time periods, allowing you to uncover additional insight to optimize your program. 

Create up to 200 payout groups for CPC payouts

We’ve increased the limit of payout groups for CPC events from 50 to 200. This gives you even more flexibility when setting up payout groups, allowing you to customize your payouts even more

State and Scheduled Dates are now available when downloading SKU Exception Lists via CSV

Previously, you could see a SKU Exception List’s “State” and “Scheduled Dates” within the platform, but the columns were not included when you downloaded the list via CSV. With this release, we’ve added new columns to the CSV download for State and Scheduled Dates.