With our powerful Triggers feature, you can create personalized, automated email notifications that keep affiliates (and yourself) informed in real time—without lifting a finger.
Why This Is a Game-Changer:
Instant Updates: Let affiliates know the moment a commission is earned or a payout is generated.
Stay Informed: Receive alerts when new affiliates sign up, campaigns hit milestones, or important events occur.
Personalized Messaging: Customize content, tone, and branding to match your company’s voice.
Save Time & Reduce Errors: Automation ensures no important notification slips through the cracks.
Example Use Cases:
An affiliate gets an email the second they make a sale.
You receive a notification when someone joins your affiliate program.
Affiliates are informed when their payout is on the way.
Events
We have different events implemented which you can set triggers to:
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:
Triggers availability
By default, the triggers are not available during the free trial of the platform. You can contact the support team for an early access, you can also check out the events list in the free trial, for which you can create trigger actions.
Launch Plan
The launch plan offers 50 trigger events per monthly billing cycle ($89/month), and 700 trigger events for annual plan users ($890/year). You will be able to check the available trigger actions left in the triggers section. Once the balance is exhausted, the triggers will no longer complete the actions unless the balance is restored in the next billing cycle.
Scale Plan
The scale plan offers 500 trigger events per monthly billing cycle ($199/month), and 7000 trigger events for annual plan users ($1990/year). You will be able to see the available balance in the triggers section.
Enterprise Plan
The enterprise plan has no limitations in the number of trigger events fired for both the monthly plan ($599/month) and the annual plan ($5990/year).
Note: You can contact the support team for additional bundles of trigger actions, and we will be able to assist you further.
Here's a quick video of the overview:
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!
Creating Trigger Emails for your affiliates (templates included!)
Triggered emails are an excellent way to keep your affiliates engaged, motivated, and well-informed. These emails are sent automatically based on specific actions, helping you stay in touch with your affiliates without manual intervention.
In this article, we'll cover the creation of some essential triggered emails for such events:
And also:
Welcome/Approved Affiliate Email
Why It’s Important:
This is the first point of contact after an affiliate signs up or is approved. It sets the tone for your relationship and gives affiliates the resources they need to start promoting your brand right away.
Tips:
Be welcoming and personal.
Provide clear instructions on how to get started.
Share key resources like promotional materials or how-to guides.
Email Template:
Subject: Welcome to the [Your Brand] Affiliate Program! 🎉
Hi [Affiliate Name],
Congratulations, and welcome to the [Your Brand] Affiliate Program! We're thrilled to have you on board.
Here's what to do next:
Log in to your affiliate dashboard: [Login Link]
Get your affiliate link and start sharing it: [How-to Guide Link]
Download marketing materials: We’ve created banners, images, and more to help you promote us: [Download Link]
Our goal is to help you succeed, so if you have any questions, don’t hesitate to reach out.
We’re excited to see you thrive and earn with us!
Cheers,
[Your Name]
Affiliate Program Manager
First Conversion/Sale Tracked Email
Why It’s Important:
The first sale an affiliate generates is a big milestone. Sending a congratulatory email boosts excitement and encourages them to keep promoting your brand. It also reinforces their decision to stick with your program.
Tips:
Celebrate their success.
Reiterate the benefits of continued promotion.
Encourage them to reach higher goals.
Email Template:
Subject: You Did It! Your First Sale Has Been Tracked 🎉
Hi [Affiliate Name],
Woohoo! You’ve just made your first sale! 🚀 We’re excited to let you know that your hard work is paying off.
Here are the details:
Sale Amount: $[Sale Amount]
Your Commission: $[Commission Amount]
This is just the beginning, and we can’t wait to see more sales roll in for you. Don’t forget we’ve got a whole bunch of marketing assets available in your dashboard to help you keep the momentum going!
Keep up the amazing work,
[Your Brand] Team
P.S. Hit [Target Sales], and we’ll have a little surprise waiting for you! 😉
Payout Notification Email
Why It’s Important:
Letting affiliates know that their payout is on the way keeps them informed and builds trust. It reassures them that their efforts are being rewarded, which motivates continued promotion.
Tips:
Be clear about the payment details (amount, method, etc.).
Encourage them to keep promoting for future payouts.
Offer to help with any questions or issues.
Email Template:
Subject: Your Payout is on the Way! 💰
Hi [Affiliate Name],
Great news—your payout of $[Payout Amount] is being processed! You should receive it shortly via [Payment Method].
Thank you for all your hard work and for being a part of the [Your Brand] affiliate family. We love seeing the amazing results you’re bringing in, and we’re excited to continue working together.
Want to earn even more? Remember, you can track your progress and get new marketing materials right from your affiliate dashboard: [Login Link].
Need help? We’re just an email away!
Keep crushing it,
[Your Name]
Affiliate Program Manager
Bonus or Incentive Milestone Email
Why It’s Important:
Rewarding affiliates who hit a specific sales or referral milestone helps keep them motivated. A triggered email congratulating them when they unlock a bonus can push them to aim even higher.
Tips:
Acknowledge their achievement and offer praise.
Specify the bonus they’ve unlocked.
Encourage them to keep up the momentum.
Email Template:
Subject: 🎉 Congrats! You’ve Unlocked a Bonus! 💰
Hi [Affiliate Name],
Amazing news—thanks to your outstanding performance, you’ve just unlocked a bonus!
Bonus Achieved: [Bonus Description]
Sales Achieved: [Sales Number]
Your Reward: $[Bonus Amount]
We’re so proud of the work you’ve done, and we know there’s even more success ahead for you. Keep promoting [Your Brand], and we’ll keep rewarding your hard work!
As always, feel free to check out the latest marketing assets in your dashboard: [Dashboard Link].
Let’s keep the momentum going!
[Your Name]
Affiliate Program Manager
Inactive Affiliate Reminder Email
Why It’s Important:
Sometimes, affiliates sign up but go dormant. A gentle reminder can nudge them to get active again. This type of email encourages inactive affiliates to log in, grab their links, and start promoting.
Email Template:
Subject: We Miss You! Here’s How to Earn More with [Your Brand]
Hi [Affiliate Name],
We’ve noticed that you haven’t been active in a while, and we miss you! 😔 Don’t forget that you can still earn awesome commissions by promoting [Your Brand].
Here’s a quick refresher to get you started:
Log in to your affiliate dashboard: [Login Link]
Get your affiliate link and start sharing it: [How-to Guide Link]
Download new marketing materials: [Download Link]
We’re here to support you every step of the way, so if you have any questions, feel free to reach out!
Best regards,
[Your Name]
Affiliate Program Manager
Why Triggered Emails Matter for Your Affiliate Program
Timely Engagement: Triggered emails arrive at the perfect moment—whether it’s celebrating a milestone or providing crucial updates.
Motivation Boost: Affiliates feel appreciated and motivated when you acknowledge their efforts with timely messages.
Automated Efficiency: These emails run on autopilot, freeing up your time while maintaining affiliate engagement.
Tools to Help You Automate Triggered Emails:
Tapfiliate: Seamlessly integrates triggered emails into your affiliate program, sending emails for affiliate approvals, first sales, and payouts.
Mailchimp: Offers a simple platform for creating automated email campaigns.
Of course, you can use any other tools that help you automate email dispatch.
Wrapping Up...
By setting up these triggered emails, you’re not just automating communication—you’re building stronger relationships with your affiliates. Whether it’s celebrating their first sale or rewarding them for hitting a milestone, these timely emails keep affiliates engaged, motivated, and excited to promote your brand.
You’ve got this- Tapfiliate has your back every step of the way! 🚀
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!
