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!
Email campaigns 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.
For more information on creating and customizing your email campaigns see the Setting Triggers/Rules for Automated Emails and Create Stylized Emails support guides.
Creating regular emails
To send out a one-time email, follow these steps:
- Log in to your partner program dashboard
- In the left-hand menu under Enablement click the Email Campaigns tab
- Click on "Create New Email" in the top right
- Select "Regular Email" and name your email (this is for your internal use only)
- Select which group(s) or segment(s) you want this email to be sent to
- Select which partner members on a partner team will receive this email
- Click "Launch builder"
- Enter your subject line, and the body of your email
- Click here to view available formatting options
- 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
- You can choose between "Send right now" and "Schedule for later". Please note that the time the regular email will be sent is based on your local time zone
- In the Audience tab you can edit which group(s), segment(s) and partner members will receive the email
- In the Test tab, you can send yourself a test to ensure your email looks the way you wish
- When you are ready, click "Send email now" or "Schedule email"
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:
- In your "Email campaigns" tab click on "Regular emails" in the top menu
- Select the scheduled email you would like to update
- You can update the email subject, body, scheduled date & time, sender, and audience
- Once you have made your changes click "Save changes"
Emails and timezones
Regular emails can be sent right away by selecting "Send right now" or scheduled to send at a later date and time. The time a scheduled regular email is sent is based on your local time zone. Automated emails send when a partner has met the criteria set in your email automation and are not influenced by your timezone.
Creating automated emails
To create an automated email, follow these steps:
- Log in to your partner program dashboard
- In the left-hand menu under Enablement click the Email Campaigns tab
- Click on "Create New Email" in the top right
- Select "Automated email" and name your email (this is for your internal use only)
- Select which group(s) or segment(s) you want this email to be sent to
- Click "Next: Automation rules"
- Select your desired automation, and if applicable, which partner team members you would like the email sent to
- The "after partner joins", "# days after joining the group" and "after reaching # clicks" automations can only be sent to the partner team owner
- Learn more about the available triggers here
- Click "Launch builder"
- Enter your subject line, and the body of your email
- Click here to view available formatting options
- In the Settings tab select who on your team you would like the email to be sent from
- In the Automation tab, you can edit the email's automation rules before activating your campaign
- In the Audience tab, you can edit which group(s) or segment(s) and partner team members will receive the email
- In the Test tab, you can send yourself a test to ensure your email looks the way you wish
- When you are ready, click "Activate campaign"
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
- The group(s) or segment(s) or partner team members the email is sent to
- The trigger of the email
Automated emails, can be updated by:
- In your "Email campaigns" tab click on "Automated emails" in the top menu
- Select the automated email you would like to update
- You can update the email subject, body, sender**, automation, and audience
- 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:
- In your "Email campaigns" tab click on "Automated emails" in the top menu
- Select the automated email you would like to pause
- Click on the settings wheel in the top right-hand corner
- Select "Pause campaign"
To archive an automated or regular email (stop it from sending entirely):
- In your "Email campaigns" tab click on "Automated emails" or "Regular emails" in the top menu
- Select the email you would like to archive
- Click on the settings wheel in the top right-hand corner
- 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.
Why can't I select my email as the "From" email?
We perform an initial check on the "From" email address used to send email campaigns through PartnerStack. If a "From" email address is flagged as likely to have an unsuccessful delivery, it is greyed out and cannot be selected.
The solution here is to authenticate your email domain with PartnerStack. If you have not yet authenticated your domain, reach out to the customer support team. For more information on the authentication process see the Sending emails from your company domain support guide.
Once your domain has been authenticated our team will run an overnight job and your email will be selectable in the "From" drop-down.
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.
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.
Using photos in email campaigns
Publicly hosted images can be used in your email campaigns by clicking the image icon and entering the URL of a publicly hosted gif, jpg, or png.
The image will be embedded into your email at its original size. The way an image will appear to your partners will be based on the tools they use to view their email (i.e. device, and email provider). As a rule of thumb, an image width of 600px is an ideal size for most screens and emails, but we recommend consulting with your Marketing team when creating the images for your emails.
Where to host my email campaign images?
We recommend hosting images on your website, or a dedicated image-hosting site.
It is important to host your email campaign images in a reliable platform that you will use consistently and are unlikely to terminate to ensure you don't need to update your email campaign image URLs in the future.