Setting rules for automated emails

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Who is this article for?

This article will be useful to you if you are a vendor on PartnerStack looking to set up rules for automated emails.

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: 

Activity-based triggers

After partner joins

This 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. 

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.

Send after [x] days of inactivity

Inactive is defined as the partner has not logged in to the PartnerStack partner portal OR they have not had a signup, transaction, or lead with the set period of time. Logging in counts as any log-in to the partner portal, regardless of what partner program they access. If in X amount of days a partner has not logged into their PartnerStack dashboard or had any signups, transactions, or leads - they will be considered inactive

Performance-based triggers

Send after getting [x] free signups  

Free signups refer to customers who have signed up on your website, regardless of purchase status. 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.

Send after getting [x] paying signups  

A paying signup is defined as a unique customer who has signed up and made a purchase at any time. The number of purchases does not matter here. Use this trigger if you'd like to send emails based on the total number of customers who have made a purchase at any time referred by your partners. For example, send an automated email to partners after receiving 5 paying customers.

Send after making [x] sale  

A sale refers to the total number of purchases made by any customer created through a partner's referral link. For example, send an automated email to partners after 10 successful sales. 

Paying signups vs Sales: Paying signups counts the unique customers who have purchased. Sale counts each individual purchase from multiple customers. For example, if customer #1 purchases a monthly subscription for 3 months in a row, that would count as 1 paying signup and 3 sales.

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. 

After reaching [x] clicks

Clicks refer to the amount of traffic the partner has generated, each time a unique user clicks the partner's affiliate link it counts as a click. For example, send an automated email to partners after they have received 100 clicks

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."

For more information check out our Creating emails in PartnerStack support guide.

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