Email automations send partners an email when something happens in your program, such as a welcome note when they sign up or a thank-you when they earn a commission. Start from a preset or build your own.
Email automation is in beta.
Create an automation
Go to Messaging hub › Email automation and click Create automation.
Choose a preset, such as First referral nudge or Earnings milestone, or click Start from scratch and pick a trigger.
Set up each step under Automation steps: the trigger, an optional delay, optional conditions and the email.
Leave Active on to start the automation right away, or click Save as draft to finish it later.
Click Create.
An active automation emails every partner who meets its trigger and conditions.
The four steps
Step | Description |
Trigger | The event that starts the automation. See Email automation triggers. |
Delay | How long to wait before the next step. See Email automation delays. |
Condition | Which partners get the email. See Email automation conditions. |
What partners receive. See Write the email for an automation. |
Good to know
You can switch an automation on or off at any time with the toggle at the top of the builder.
To see who received an automation's emails, open its Recipients tab.
For the emails Tolt sends by default, such as the welcome email, see Customize automated emails.