Creating emails in PartnerStack

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Who is this article for?

PartnerStack allows you to email your partners quickly and easily within your PartnerStack dashboard. This helps you to keep your partners engaged and excited about your partner program!

Overview

You can send out one-time (or regular) emails to partners based on their group. This can be helpful when you want to alert your partners to program changes, exciting new product features that they should know about, offer changes, etc.

You can also send automated, preset emails (or campaigns) to partners based on actions. For example, send partners a congratulatory message when they successfully make their first sale. 

Creating regular emails

To send out a one time email, follow these steps:

  1. Log in to your partner program dashboard
  2. In the left-hand menu under Enablement click the Email Campaigns tab
  3. Click on "Create New Email" in the top right
  4. Select "Regular Email" and name your email (this is for your internal use only)
  5. Select which group(s) or segment(s) you want this email to be sent to
  6. Click "Launch builder"
    screencast_2022-03-30_15-03-34.gif
  7. Enter your subject line, and the body of your email
    1. Click here to view available formatting options
  8. In the Settings tab select when you want to send this email and who on your team you would like the email to be sent from
    1. You can choose between "Send right now" and "Schedule for later". Please note that the time the email will send is based on your local time zone
  9. In the Audience tab you can edit which group(s) or segment(s) will receive the email
  10. In the Test tab, you can send yourself a test to ensure your email looks the way you wish
  11. When you are ready, click "Send email now" or "Schedule email" 
    screencast_2022-03-31_11-12-42.gif

Note: your email will automatically be saved as a draft while you work.  

Editing regular emails

If you select "Send right now" and send your regular email, it cannot be edited. If you need to change something, the best thing to do would be to archive the incorrect one and create a new one with updated information.

Scheduled emails, that have not yet been sent, can be updated by:

  1. In your "Email campaigns" tab click on "Regular emails" in the top menu
  2. Select the scheduled email you would like to update
  3. You can update the email subject, body, scheduled date & time, sender, and audience
  4. Once you have made your changes click "Save changes" 

Creating automated emails

To create an automated email, follow these steps:

  1. Log in to your partner program dashboard
  2. In the left-hand menu under Enablement click the Email Campaigns tab
  3. Click on "Create New Email" in the top right
  4. Select "Automated email" and name your email (this is for your internal use only)
  5. Select which group(s) or segment(s) you want this email to be sent to
  6. Click "Next: Automation rules"
  7. Select your desired automation
    1. Learn more about the available triggers here
  8. Click "Launch builder"
    screencast_2022-03-30_16-36-02.gif
  9. Enter your subject line, and the body of your email
    1. Click here to view available formatting options
  10. In the Settings tab select who on your team you would like the email to be sent from
  11. In the Automation tab, you can edit the email's automation rules before activating your campaign
  12. In the Audience tab, you can edit which group(s) or segment(s) will receive the email
  13. In the Test tab, you can send yourself a test to ensure your email looks the way you wish
  14. When you are ready, click "Activate campaign"screencast_2022-03-30_17-10-21.gif

Note: Any {{link}} template used will send out the Test Partner link for test emails only. Once sent to partners, it will pull the partners' default link.

Suggested automated emails

Below, are a list of emails we've created to help you get the conversation started once your partners join your program. These emails go out based on actions and inactivity.

  • Partner Joins Program (welcome email)
  • Partner gets first 10 clicks (action-based)
  • Partner gets first signup (action-based)
  • Partner gets first paid account (action-based)
  • 7 day check-in (activity-based)
  • 14 day check-in (activity-based
  • 30 day check-in (activity-based) 

Editing automated emails

Once an automated email is created, you can update the email in the following ways:

  •  Change the content of the email
  •  Change the 'From Email'
  •  Pause or archive the email

Once created, you cannot edit the following items:

  • The group(s) or segment(s) the email is sent to
  • The trigger of the email
  • The go-live date 

If you need to change the groups, the trigger, or the date, you would need to delete the existing campaign and re-create it with the desired groups, trigger, and dates.

Automated emails, can be updated by:

  1. In your "Email campaigns" tab click on "Automated emails" in the top menu
  2. Select the automated email you would like to update
  3. You can update the email subject, body, and sender
  4. Once you have made your changes click "Save changes" 

Note the "Who should this email be from" must be a current teammate. To add a generic business email as the sender, first, add a teammate user with the desired email, then update the 'From Name/Email' to match. 

To pause or archive an email

Automated emails can be paused, or archived. Regular emails can be archived. 

To pause (or temporarily stop sending) an automated email:

  1. In your "Email campaigns" tab click on "Automated emails" in the top menu
  2. Select the automated email you would like to pause
  3. Click on the settings wheel in the top right-hand corner
  4. Select "Pause campaign"

To archive an automated or regular email (stop it from sending entirely):

  1. In your "Email campaigns" tab click on "Automated emails" or "Regular emails" in the top menu
  2. Select the email you would like to archive
  3. Click on the settings wheel in the top right-hand corner
  4. Select "Archive email"

Archiving emails will hide them from your dashboard but keep the email content and stats intact. Archived emails can be viewed anytime in your Email campaigns > Archived emails tab.

Please note that archived emails cannot be re-sent or re-activated.

Viewing email statistics

Once an email is sent, you are able to view some basic statistics around sent email counts and opens. You can view these in the Email campaigns tab.

  • The Automated emails tab will display the email's "Last sent" date, as well as the "Open count"
  • The Regular emails tab will display the email's "Send date", and the "Open count".
  • The Open count shows the number of times the email has been opened. 

Email_campaigns_2022-03-30_17-01-03.png

For more insight, click into an email to view the number of times the email has been sent, and the number of times it has been opened. 

Email_campaigns_2022-03-30_17-05-38.png

Helpful support guides:

Setting Triggers/Rules for Automated Emails
Create Stylized Emails

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