Updated - Feature Release 3.5.0 (February 2024):
Updated - Feature Release 3.5.0 (February 2024):
Added UI options to access Segmentation Options and Email Templates directly within Control Center, streamlining configuration workflows.
Overview
Email Templates are built in to your platform for automatic emails which are sent to Users based on certain actions being triggered within the platform.
❗Note: Existing email templates will not be transferred automatically. Manual transfer is required (copying them manually into new templates). Please review the new default Automated System Emails and make any desired changes.❗
Accessing and Understanding Email Templates
To access email templates:
Navigate to Control Center > Email Templates.
You may choose to View or Edit the email template by clicking the vertical dots on the far right side of each row. See below for information on editing email templates.
Below is an explanation of which action prompts each email template to be sent to Users.
Account Activation - Sent to a new Partner User, Advertiser User or a Network Employee User when a new User account is manually added or auto-approve is disabled, and password is not pre-assigned.
Advertiser Email Verification - Sent to new Advertiser upon signup if the global setting for Email Verification is enabled at the network level (Control Center - Platform Configurations > General - Global Settings).
Advertiser Signup - Sent when an Advertiser signs up via the Advertiser Sign Up link and their application to be an Advertiser has been received.
Advertiser Signup Approval - Sent when an Advertiser signs up via the Advertiser Sign Up link and their application to be an Advertiser is approved, and when auto-approve is enabled.
Advertiser Signup Denial - Sent when an Advertiser signs up via the Advertiser Sign Up link and their application to be an Advertiser is denied.
Affiliate Offer Visibility Update - Sent to Partner when they have been moved from Approved or Rejected on the visibility of a Require Approval or Private Offer.
Application Status Change - Sent to Partners when an application for an Offer was either approved or not approved.
Docusign Signature Required - Sent to recipient when a document requires a their signature via Docusign.
Docusign Document Signed - Sent when a document has been signed by the recipient via Docusign.
Email Change Confirmation - Sent to Employee User when a request is received to change the primary email associated with a Network Account.
New Conversion/Event Registered - Sent to Partner when a conversion or event happens. Please reach out to Customer Success to have this feature enabled for your account.
Notification - Sent to Network Employees and Partner Users for any generic action in which there is a notification enabled in “My Account”. Also used when scheduled and on-demand reports are ready.
Offer Creative - Sent to Partner Users when Network Employees use the “Send by Email” feature in the “Creatives” tab of the Offer.
Offer Share - Sent when the Share button is used from the Offer page (Offers > Manage > Click on the name of the Offer > General card).
Partner Email Verification - Sent to new Partner upon signup if the global setting for Email Verification is enabled at the network level (Control Center - Platform Configurations > General - Global Settings).
Partner Signup - Sent when a Partner signs up via the Partner Signup link and their application to be a Partner has been received.
Partner Signup Approval - Sent when a new Partner's application is approved after using the Partner Signup page and when auto-approve is enabled.
Partner Signup Denial - Sent when a new Partner application is denied after using the Partner Signup page.
Password Recovery - Sent when "Forgot Password" process is completed from the login page, or from the "Send Password Reset Email" feature in the Network Portal.
Editing Email Templates
If you wish to edit email templates, there are macros available on the right (the curly bracket icon) for added personalization.
**Please note that you can use HTML or plain text to edit email templates. However, the email server will default to HTML delivery. If you want plain text format, you must delete all of the HTML.
Your message must include the {unsub_link} macro. An unsubscribe link will be appended to your message automatically if you don't include it.
Optional Email Integration
You may customize the Reply To Address, as well as the From Name and From Address used in your notifications by integrating with your Mandrill (Mailchimp) or SendGrid account.
Navigate to Integrations > Email and select your integration. For a more detailed guide - [Click Here]