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Write the email for an automation

Write and personalize the email an automation sends, then preview or test it.

Written by Nick

The email step is what partners receive at the end of an automation. Write it once, and use dynamic tags so each partner gets their own name, earnings and link.

  1. In the automation, click the Send email step.

  2. Enter the Subject and write the email. Use the toolbar under the editor for formatting, alignment and links.

  3. To personalize it, click Dynamic tags and choose a tag.

    Automated email step with the Dynamic tags menu open
  4. Under Delivery settings, choose the options you need:

    • Open tracking: see when partners open the email.

    • Portal button: add a button that takes partners to their partner portal.

  5. Click Preview email to check it, or Send test to send it to yourself.

When the automation sends the email, Tolt fills in each tag for that partner.

Dynamic tags

  • Company name

  • Program name

  • Partner first name

  • Partner last name

  • Commission amount, when the trigger is Commission created

  • Total commission earned

  • Referral link

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