Customized email notifications can be created on using our Triggers feature.

You could use triggers to automate several types of email notifications, like letting affiliates know when a commission or a payout is generated, or notifying yourself when an affiliate signed up for a program.

Events

We have several events implemented which you can set triggers to, some of them are:

Affiliate created: This can be the result of an individual (who was previously not an affiliate) signing up as an affiliate, or being manually added as an affiliate. You can distinguish who initiated this event by using the ‘initiator’ filter.
Affiliate added to program: Each time an affiliate applies, or is manually added to a program. You can distinguish who initiated this event by using the ‘initiator’ filter.
Affiliate approved for program: This event is triggered when an affiliate is automatically approved, or manually added to a program.
Affiliate disapproved for program: This event is triggered when an affiliate is disapproved.
Affiliate prospect created: This event is triggered when an affiliate prospect is created by an Affiliate recruitment source.
Affiliate prospect promoted: This event is triggered when an affiliate prospect becomes an affiliate. There are several ways for a prospect to be promoted.
Conversion created: This event is triggered whenever a conversion is created.
Commission created: This event is triggered whenever a commission is created. This can be the result of a conversion, an automatic recurring commission, an MLM commission, or a commission added through the API.
Commission updated: This event is triggered whenever a commission is (dis)approved or edited.
Payment created: This event is triggered when an affiliate's balance is settled in Tapfiliate.
Customer created: This event is triggered when a customer is created.
Customer updated: This event is triggered when a customer's status has changed.

Filters

You can assign filters to triggered events, too. The filters are different for each specific event. For example, the event ‘affiliate created’ has the filters options shown in the image below:

Setting up a new trigger email

Access the Triggers feature.
Press "+ New Trigger" button at the top right of the Triggers Page.
Choose a title and description for your triggers
Select the ‘event’ that will trigger the email.
Add filters (optional).
Then, at the Do the following, select the Email Notification option.

Email Notification

Once you click on the Email Notification option, a window will open in which you will customize your email.

Here you will:

Select a recipient (To: ...)
Give your email a subject.
Write your message in the text box.

Customization options:

Select a text to view editing options for that text.
On the right side, you'll find the {...} sign. Click here to view and insert merge tag options for the current event. You can use merge tags these to personalize the email or include additional information, such as the affiliate's referral link or coupon, or information regarding a conversion they drove or the commission they've earned.
On the left side, you'll see a plus sign +. Click here to add a button or an image to the message.

Test your email notification

To see how it looks in your own inbox, click the 'test action' button.
You can also check how it looks on a mobile device by switching between the 'device' icon at the bottom.
When you're happy with your email notification, hit save!

Here's a quick video of the process!

Got a team?

If you're using a Tapfiliate account as a team, you can share your triggers by toggling on the Share trigger button.

That way, your colleagues can view and edit the notifications that have been created.

Keep in mind the following, however - if a shared trigger email's recipient is set to "Myself", all team members will receive the notification.

Here's a quick video of the process!