At a glance: In this guide, you will discover how to use the Trackier platform to send email notifications to publishers and advertisers in rich text HTML format.
This automation will automatically trigger an email to your affiliate on different instances as configured on your platform. There are two kinds of notifications:
Automatic email notifications for different actions
Manual email notification for special instances.
In order to use the email template, you must first configure the SMTP details in the panel. Once that is done, you can navigate to the "Customize" section and choose "Email Notification."
Automatic Email Notification For Different Actions
You can enable email triggers for the below actions:
Team Member Register: This email notification will trigger when a new team member registers on your panel.
Publisher Account Register: This email notification will trigger when a new publisher registers on your panel.
Advertiser Account Register: This email notification will trigger when a new advertiser registers on your panel.
Account Approve: This email notification will trigger when a user account is approved on your panel.
Account Ban: This email notification will trigger when a user account is banned on your panel.
Account Rejected: This email notification will trigger when a user account is rejected on your panel.
Campaign Schedule Status Change: This email notification will trigger one day before the start date and end date automatically and will be sent to the account managers and admins.
Campaign Status Change: This email notification will trigger when any campaign status is changed manually.
Campaign Schedule Status Change Publisher Email: This email notification will trigger 1 hour before any campaign status is about to change and send an email to all the publishers of the campaign.
Change in Campaign CAP: This email notification will trigger when any campaign CAP is added or deleted.
Change in Campaign Payout: This email notification will trigger when any campaign payout is changed.
Assign Campaign to Publisher: This email notification will trigger when any campaign access is granted to any publisher.
Campaign Access Granted: This email notification will trigger when any campaign permission is granted to any publisher.
Campaign Access Rejected This email notification will trigger when any campaign request is rejected by any publisher.
Campaign Creatives Update: This email notification will trigger when any campaign creative is added or deleted.
Campaign Targeting Update: This email notification will trigger when any campaign targeting is updated.
Publisher Campaign Request: This email notification will trigger when any publisher requests permission for campaign access. (Note: The request email will be sent to the account manager of the publisher only.)
Integration Import Campaign: This email notification will trigger when any campaign import integration is completed. (Note: This email will be sent to the publisher when any of it's campaign import integration is completed.)
Cap Reached Notification: This email notification will trigger when any campaign cap is reached and will be sent to the admin and affiliate manager.
Cap Reached Notification to Publishers: This email notification will trigger when any campaign cap is reached. (Note: This will send email to publisher only.)
CAP Reached Notification To Advertiser: This email notification will trigger when any campaign CAP is reached. (Note: This will send email to advertiser only.)
Publisher Invoice Email: This email notification will trigger the email of invoices to the publisher.
Paid Invoice Email: This email notification will trigger when any publisher invoice has been paid.
Registration Verification Email: This email notification will trigger when any publisher registers.
Publisher sub-ID/source block Email: This email notification will trigger when a sub-ID or source is blocked for the publisher.
Campaign Export: An email will be sent to the publisher with campaign details.
Publisher Sub ID/Source Block Email for AFM & Team Members: This email will trigger when a sub-ID or source is blocked for the publisher. (Note: This email will be sent to the Affiliate Managers and Team members.)
Manual Email Notification
In your panel, there is a notification option. Navigate to Notifications, click on the Actions button, and select New Notification. Once you reach there, enter the required detaild to create Notification.
Subject: Subject of the email.
Message: Email content. You can add HTML code as well by clicking on </>.
User Selection: This field has three different options, based on which email will be sent to those segments.
Publishers
Advertisers
Tagged Publisher: You can tag publishers on the publisher edit page.
Target: After selecting the segment of users, you can select the target users.
Exclude Target: After selecting one of the above options, you can add or remove the user from the target, or by default, select All.
Test Email: If you want to test, first enter the test email and send a test email to yourself.
Schedule Later: You can schedule an email for a particular time as well.
Editing the Email Notification
One might do that by clicking on the "Edit" button ahead of each automatic email notification.
You can change the subject of the email via the "Subject" section and put anyone in cc if you wish to.
In case you want to change the body of the email, simply go to "Source Code" to edit the content of the message. When you make changes to the code, they will be reflected in the preview.
In case you have to send notifications to other people as well, you can do that from “Manage Target” by explicitly mentioning whether to include or exclude the users.
Check the box for "Send Email" so that notification triggers as an email; otherwise, it will be fired as a web app notification, visible in the bell icon on top of the panel.
You will be amazed to know that we are recording each and every email triggering data and now you can also check the same through the Action button of the
particular email you want to check.
Broaden your knowledge:
Add Notification
Notification Settings
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.