Who is this article for?
This article will be useful to you if are a company on PartnerStack, looking to communicate with individual partners, or partner team members through the Messages tab.
Communicating with partners, be it to learn more about them, or answer questions about your company and partner program, is an important part of fostering partner relationships, and growing trust.
Messages you send to partners will be received by partners in their Messages tab and as emails if they have email notifications enabled for program messages.
Email campaigns are another great communication tool for when you want to communicate with all your partners, or specific groups or segments. For more information on using email campaigns see the Creating emails in PartnerStack support guide.
Messages overview
For a video walkthrough of using the Discovery & Recruitment tool see the Company dashboard: Video walkthroughs.
The Messages tab allows your team to work collaboratively to respond to partner messages. In this shared inbox, a message read by one team member will be marked as read for all teammates.
Your messages tab has two main sections:
- All: Read and unread messages
- Unread: Unread messages
As you read through and reply to messages in your "Unread" messages tab, they will be marked as read and moved to the "All" tab. Messages can be marked as unread if they require later follow up or attention from a different teammate.
Message a partner
To message a partner or partner team:
- Navigate to your All Partners tab and select the partner team you would like to message
- Click "Message team" to start a conversation with the entire team
Message a member of a partner team
To message a specific member of a team:
- Navigate to your All Partners tab and select the partner team you would like to message
- Scroll down to view the "Partner Members"
- Click on the individual team member you would like to message
- Click "Message member"
Note, if a team only has one partner, you will not need to click on a specific team member to send them a message, simply use the "Message team" option.
Message attachments
Add up to 10 attachments per message. Supported attachments include images up to 30MB (JPEG, PNG, GIF) as well as PDFs and office documents up to 250MB.
Filter messages
Easily filter your messages by group, assigned manager, or application status to locate the messages that are relevant to you.
Messages in your All Messages and Unread Messages tabs can be filtered by group, program manager, or application status (declined or pending).
Mark messages as unread
Ensure that important messages are read by you and your teammates by marking them as unread in your shared inbox.
- In your Messages tab click into the message you would like to mark as unread
- In the top right hand corner, click "Mark as unread" and close the window
Disabling messages
The Messages tab can be enabled or disabled on a group-by-group basis and custom messaging can be provided to partners to direct them where they should reach out to your team. By default, messages are enabled for groups.
Note: If messages are disabled for a group, partners in that group cannot reply to email campaigns.
To disable messages for a group:
- In the Groups tab, select your desired group
- Click into the group's Group settings tab
- If messages are enabled, click the green toggle to turn them off
- Set a message to display to partners in their Messages tab. We recommend including instructions for how you would like partners to reach out to your team i.e. providing your support email, or a link to your support page
To re-enable messages for a group:
- In the Groups tab, select your desired group
- Click into the group's Group settings tab
- If messages are disabled, click the red toggle to turn them on