How to set up trigger emails

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 commisison or a payout is generated, or notifying yourself when an affiliate signed up for a program.
The triggers feature can be found by following the ‘Settings’ gear icon in the dashboard.

Events

We have several events implemented which you can set triggers to, some of them are:

  • 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.

  • 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.

  • Payout created: This event is triggered each time a payout is created.

  • Payout updated: This event is triggered each time a payout is updated (e.g. marked as ‘paid’)

Filters

You can assign filters to triggered events, too. The filters are different for each specific event. For example, the event ‘affiliate created’ has the filters options shown in the image below:

TriggerFiltersOptions

Setting up a new trigger email

  1. Access the trigger feature from the ‘Settings’ gear icon in the dashboard.

  2. Select the ‘event’ that will trigger the email.

  3. Add filters (optional).

  4. Choose from the right-hand ‘Add action’ column, the ‘Email notification’ action.

  5. Choose the recipient.

  6. Choose ‘plain text’ or ‘html’ - be aware that you will need to use actual html tags in the body of the email if you choose this option.

  7. Use merge tags to personalize the email, or include things as the referral link.

  8. Hit ‘Save’.