Email automations let you automatically send emails to partners based on specific events in your program. You can use them to welcome new partners, follow up after they earn a commission or refer a customer, and create custom workflows for other partner interactions.
You can choose a preset automation or build your own from scratch.
Create an automation
To create an email automation, go to Messaging hub > Email automations and click Create automation.
Once you select a preset or start from scratch, you'll be taken to the automation builder.
Each automation is built using four main components:
Component | Description |
Trigger | Determines the event that triggers the automation. |
Delay | Controls how long the automation waits before continuing to the next step. |
Condition | Defines which partners should receive the automated email. |
Email template | Create and customize the email that will be sent to the partner. |
You can customize each component based on how you want the automation to work. For more details, see:
Activate your automation
Before creating the automation, choose whether you want it to be Active or Disabled. When active, the automation will run whenever partners meet the trigger and conditions you've configured. If disabled, the automation is saved but won't run until you activate it.
Once everything is set up, click Create.
You can activate or disable an automation at any time.