The trigger feature allows you to set up customized email notifications. You could use triggers to automate several types of notifications, like letting affiliates know when a commission or a payout is generated, or notifying yourself when an affiliate signed up for a program.
You can access Triggers by clicking on the icon in your sidebar.
Events
Trigger notifications fire when certain events take place. You can create trigger notification for any of the following events.
Affiliate created: This can be the result of an individual (who was previously not an affiliate) signing up as an affiliate, or being manually added as an affiliate. You can distinguish who initiated this event by using the ‘initiator’ filter.
Affiliate added to program: Each time an affiliate applies, or is manually added to a program. You can distinguish who initiated this event by using the ‘initiator’ filter.
Affiliate approved for program: This event is triggered when an affiliate is automatically approved, or manually added to a program.
Affiliate disapproved for program: This event is triggered when an affiliate is disapproved for a program.
Affiliate prospect created: This event is triggered when an affiliate prospect is created by an affiliate recruitment source.
Affiliate prospect promoted: This event is triggered when an affiliate prospect becomes an affiliate. There are several ways for a prospect to be promoted.
Affiliate approved for program: This event is triggered when an affiliate is automatically approved, or manually added to a program.
Affiliate added to group: This event is triggered when an affiliate is added to an affiliate group.
Conversion created: This event is triggered whenever a conversion is created.
Commission created: This event is triggered whenever a commission is created. This can be the result of a conversion, an automatic recurring commission, an MLM commission, or a commission added through the API.
Commission updated: This event is triggered whenever a commission is (dis)approved or edited.
Payment created: This event is triggered when an affiliate’s balance is settled in Tapfiliate.
Customer created: This event is triggered when a customer is created.
Customer updated: This event is triggered when a customer is updated (change in status).
Filters
To narrow the scope of your audience, as well as send messages only on certains occasions, you can set filters.
The filters available to you will vary per event. In the following example, you’ll see the event “Conversion created” paired with two of the filters that are available for this event.
Tip: You can create milestone emails using filters. In the above example, this trigger is set to fire when the affiliate drives their 50th conversion.
Setting up a new trigger email
After you have filled in your trigger’s name & description, chosen your event and set your filters, you can begin to draft your message.
- Click on “Email notification”. This will open a section where you will draft your email.
- Choose your recipient.
- Write your subject line and draft your message.
- To edit text, you can highlight to select it (edit options will appear above the selection).
- On the right-hand side, you can find a {…}. Use this to add merge tags. These can be used to personalize the message (add the affiliate’s name) as well as include the affiliate’s referral link or coupon in the message.
- On the left-hand side, you’ll find a +, which contains options for adding content such as an image or a button.
- When you’re done setting up your message, click on save.