Creating emails in PartnerStack

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Overview

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!

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 automatically send 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:

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  • Select "Regular Email", give it a title (this is for your internal use only) and then click "Create"
  • Select which Group(s) you want this email to be sent to, and click "Save and Continue" You can choose to send to one group, a few groups, all current groups.
  • Select when you want to send this email. You can choose to send it immediately, or you can schedule it for a date and time in the future. Please note that the time the email will send is based on your local time zone.
  • Enter your desired content
  • Enter any custom content you wish. Click here to view available formatting options
  • Send yourself a test to ensure it looks the way you wish, and then send it! 

Important Note: When sending yourself a test, the "From Email" will show as the PartnerStack account owners and not the email you've entered in the "From" field email for the test only. Your partners will see the correct email once the email is set live.

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Editing regular emails

Once created, a regular email 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.

 

Creating automated emails

To create an automated email, follow these steps:

  • Log in to your companies partner program
  • Click on Emails in the menu on the far left-hand side
  • Click on "Create New Email" in the top right
  • Select "Automated Campaign", give it a title (this is for your internal use only) and then click "Create"
  • Select which group(s) you want this email to be sent to, and click "Save and Continue". You can also choose to Select all groups, or to include groups created in the future
  • Select your desired trigger. Learn more about the available triggers here.
  • Enter your desired content
  • Enter any custom content you wish. Click here to view available formatting options
  • Send yourself a test to ensure it looks the way you wish, and then you can send it!

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

 

 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) 

You can change the cadence of each message accordingly as well as pause any emails that don't necessarily apply to your program.

 

Editing  automated emails

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

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

Once created, you cannot edit the following items:

  • The group(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 date, you would need to delete the existing campaign and re-create with the desired groups, trigger, and dates.

To change the content of the email, click on the desired email on the Emails tab. Update the message, subject, etc, and then hit "Update and Save" on the bottom right-hand side.

To change the 'From Name' and 'From Email', click on the desired email. Click on the 'From Name' drop-down, and select the appropriate teammate. The email will update to match the selected teammate. Click "Update and Save" to save your changes.

Note: the 'From Name/Email' 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. 

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To pause (or temporarily stop sending) an email on the Emails tab click into the desired email. In the bottom right, select "Pause this campaign".

To archive an email (stop it from sending entirely): on the Emails tab, use the small box to the left of the email to select it, and others if you wish. Then, in the top right, choose "Archive":


 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 on the Emails page.

First, you'll see in the main view, an open rate percentage, as well as a sent at date:

 

 

Then, if you click into the email you want a little more insight into, you'll see the number of times it was sent, along with the number of opens:

 

 

Testing emails 

When sending yourself a test, the "From Email" will show as the PartnerStack account owners and not the email you've entered in the "From" field email for the test only. Your partners will see the correct email once set live.

 

Next steps:

 

 

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