Tolt emails your partners automatically at key moments, such as when they sign up or get paid. Change what each email says, and turn off the ones you don't want to send.
Available on Growth and higher plans.
Edit an email
Go to Messaging hub › Automated emails.
Under Partner notification emails, click the pencil next to the email.
Under Default email, click the pencil to open the editor.
Change the Subject, the text and the Button title. To personalize the email, click Dynamic tags and choose a tag, such as Partner name.
Check the preview on the right, or click Send test email to send it to yourself.
Click Save.
Partners get your version of the email from then on.
Emails you can customize
Sent when | |
Welcome email | A partner signs up. |
Partner gets their first referral | A partner gets their first referral. |
Partner gets a new referral | A partner gets any new referral. |
Partner gets paid | A partner is paid. |
Partner invitation email | You invite a partner to your program. |
Partner approval email | You approve a partner. |
Partner declined email | You decline a partner. |
Turn an email on or off
Use the switch next to the welcome, first referral, new referral and paid emails. The invitation, approval and declined emails are always sent.
Good to know
To send these emails in other languages, see Send automated emails in different languages.
For your own emails on your own triggers, see Build an email automation.