Table of Contents
Overview
To get the most out of an Invites campaign, it's important to communicate with your Partners. Messages about their shareable collateral, updates to the campaign, leaderboards... there are plenty of reasons you might reach out to your Partners, and Feathr's Partner Messaging Tool makes it simple (and beautiful).
With the Partner Messaging Tool, you can choose which Partners to contact, choose your "from" name, craft an email using pre-designed templates or build your own from scratch, and send yourself a test before it goes out.
Two Options to Get Started
You can open the Partner Messaging Tool two ways:
- From the left side menu: Go to Projects > Partners > Messages.
- From a published Invites Campaign: Open the Partners tab in your published campaign, then click the blue Message partners button on the right. For more on how to publish an Invites Campaign, read this article.
Crafting Your Message
The Partner Message editor uses the same design as Feathr's email campaign editor, so if you've built an email campaign before, these steps will look familiar.
Step 1: Give your message a Name. Partners won't see this name. It's just a way for you and your team to keep track of different messages.
Step 2: Choose (and verify, if necessary) a From email address and display name. For example, a message sent from chris@feathr.co could show up in Partners' inboxes as "Chris from Feathr." Pick the from name that best represents your message. If your email address hasn't been verified yet, follow the prompts or refer to this article.
Step 3 (Optional): Connect your message to an existing Invites Campaign. This isn't required, since you can send Partner Messages outside of campaigns too. But if your message is part of an Invites Campaign, this is where you tell Feathr to stitch them together.
Step 4: Choose which Partners will receive this message. You can send it to every Partner uploaded to the Project, or pick specific Partners. When you pick Partners individually, you can filter them by tag, status, and name. This is especially helpful for separating exhibitors from sponsors, or active Partners from inactive ones. Read more about Partner tags here.
Step 5: Write and design your email. This can be as simple or as sophisticated as you'd like. Write a catchy Subject Line, then choose a Template for your message.
The Partner Message template tool is built on the same engine as the Pages and Invites template builder, so refer to this article for specific guidance on building your own.
Step 6: Send a Test to make sure your message works and looks the way you expect. Enter the email address(es) you want the test sent to, then send it. The test can take 5–10 minutes to arrive.
Open the test and check your subject line, sender name, images, and links. If anything looks off, go back to your template, make your changes, and send another test.
Tip: Send the test to a teammate, too. A second set of eyes is a great way to catch typos and broken links before your Partners do.
Step 7: Schedule when the message will send, then review your details to double-check your work before sending.
Common Questions
Will the test message go to any of my Partners?
No. Test messages only go to the email address(es) you enter in the Test step. Your Partners won't receive anything until the message sends at its scheduled time.
Why does my test look different from the template preview?
The template preview shows your design inside Feathr. The test shows how the message actually lands in an inbox, which can vary a bit depending on the email client (like Gmail or Outlook). If your message looks right in the test, it's ready to go.