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How To Update Your Automated System Emails
How To Update Your Automated System Emails

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How To Update Your Automated System Emails

Learn how to set up and customize your system's automatic email responses, with ready-to-use templates for working with partners and advertisers.

Overview

Automated System Emails (previously known as Email Templates) are system-generated responses to specific platform actions.

As we transition to the new Communication Hub, here's what you need to know about managing these emails:

Creating, Updating, and Enhancing Automated System Emails:

Modifying Content:

  • The new Communication Hub builder allows easy modification of your Automated System Emails
  • Create professional-looking emails that match your brand's tone and style, all without coding

Handling Existing Emails During Transition:

For previously customized Email Templates, watch for an orange banner prompting you to review the new default template You'll still have access to your previous custom version for reference Click Review when you're ready to see the new default template

Reviewing and Updating:

A pop-up will display a preview of the new default template You'll have two options: Accept to use the new default template as is Edit to modify the message according to your needs
Your previously customized emails will continue to be sent until you either enable or modify the new default template.

By following these guidelines, you can smoothly transition to the new system while ensuring your automated emails remain consistent with your communication strategy.

Types of Automated Emails

Partner Emails

Email Type Description Trigger Purpose DocuSign Signature Required Notifies partners about pending document signatures Document upload Get required signatures New Offer Creative Available Alerts about new creative assets Creative upload Share promotional materials Offer Application Approved Confirms offer access approval Application approval Grant Offer access Offer Application Denied Notifies of application rejection Application denial Inform of rejection Partner Email Verification Requests email confirmation Initial signup Verify contact info Partner Offer Now Available Announces new Offer access Offer approval Start promotion Partner Offer Now Unavailable Notifies Offer removal Offer deactivation Stop promotion Partner Sign-Up Approval Welcomes approved partners Account approval Begin partnership Partner Sign-Up Denial Informs of application rejection Application denial End application process Partner Sign-Up Received Confirms application receipt Application submission Acknowledge receipt

Advertiser Emails

Email Type Description Trigger Purpose Advertiser Email Verification Confirms email address Initial signup Verify contact Advertiser Sign-Up Approval Confirms account approval Account approval Begin advertising Advertiser Sign-Up Denial Informs of rejection Application denial End process Advertiser Sign-Up Received Acknowledges application Application submission Confirm receipt

Miscellaneous Emails

Email Type Description Trigger Purpose Account Activation Prompts account setup Account creation Complete setup DocuSign Document Signed Confirms signature receipt Document signing Update status Email Change Confirmation Verifies email updates Email change Confirm changes Notifications General system alerts Various actions Keep informed On Hold Conversion Status Changed Email to Partners and team memeber about On Hold Conversions On Hold Conversion status change Keep consistent return policy and reporting Password Recovery Assists with password reset Reset request Account access
You can change any automated system email whenever you need to. Just find the email you want to update and click the hamburger menu at the end of its row. From there, choose Edit to change the email's content, or select Details to see general information, preview the email, and check its modification history.