Skip to main content

Setting Triggers/ Rules for Automated Emails

  • Updated

Send automated emails to partners based on their activity and performance

 

With PartnerStack's email tool, you can send automated emails to partners based on their activity and performance! Here is a breakdown of the following triggers available in PartnerStack: 

  1. Send [x] days after joining the group
    Send emails to partners based on how long they've been in your program. For example, send an automated email to partners after they've been in your program for 7 days.
  2. Send after [x] days of inactivity  
    Partners are considered inactive if they haven't performed any actions (log in, download resources etc.) or haven't received any stats on their referral link (clicks, signups, sales) within x days.
  3. Send after getting [x] free signups  
    Free signups refer to customers who have signed up on your website. Use this trigger if you'd like to send emails based on the total number of signups referred by your partners. For example, send an automated email to partners after receiving 3 customer signups. 
  4. Send after getting [x] paying signups  
    Paying signups refer to customers who have signed up and purchased your product/ software. Use this trigger if you'd like to send emails based on the total number of paying customers referred by your partners. For example, send an automated email to partners after receiving 5 paying customers.
  5. Send after making [x] sale  
    Sales refer to the total number of purchases made by customers through a partner's referral link. For example, send an automated email to partners after 10 successful sales. 
  6. After reaching $[x] in revenue  
    Revenue refers to the total amount of revenue generated by your partners. For example, send an automated email to partners after they generate $100 in revenue.
  7. After reaching [x] clicksClicks refer to the amount of traffic the partner has generated, each time a unique user clicks the partners affiliate link it counts as a click. For example, send an automated email to partners after they have received 100 clicks
  8. After partner joinsThis will send an email to a partner immediately after they join a group, this can be used to create welcome emails or provide information to partners if they have been moved between groups. 

Note: Triggers cannot be combined together (ie. 3 sales AND 3 signups). 

To set up automated emails for your program, please log in to PartnerStack and click the emails tab followed by "Create New Email."

Create Automated Emails
Learn more about emails

Related articles