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Overview
Automated System Emails (previously known as Email Templates) are system-generated responses to specific platform actions.
As we transition to the new Communication Hub, here's what you need to know about managing these emails:
Creating, Updating, and Enhancing Automated System Emails:
Modifying Content:
- The new Communication Hub builder allows easy modification of your Automated System Emails
- Create professional-looking emails that match your brand's tone and style, all without coding
Handling Existing Emails During Transition:
For previously customized Email Templates, watch for an orange banner prompting you to review the new default template
You'll still have access to your previous custom version for reference
Click
Review
when you're ready to see the new default template
Reviewing and Updating:
A pop-up will display a preview of the new default template
You'll have two options:
Accept
to use the new default template as isEdit
to modify the message according to your needs
Your previously customized emails will continue to be sent until you either enable or modify the new default template.
By following these guidelines, you can smoothly transition to the new system while ensuring your automated emails remain consistent with your communication strategy.
Types of Automated Emails
Partner Emails
Email Type
Description
Trigger
Purpose
DocuSign Signature Required
Notifies partners about pending document signatures
Document upload
Get required signatures
New Offer Creative Available
Alerts about new creative assets
Creative upload
Share promotional materials
Offer Application Approved
Confirms offer access approval
Application moved from Pending → Approved (Require Approval Offers)
Grant Offer access
Offer Application Denied
Notifies of application rejection
Application denial
Inform of rejection
Partner Email Verification
Requests email confirmation
Initial signup
Verify contact info
Partner Offer Now Available
Announces new Offer access
Partner added to a Private visibility Offer
Start promotion
Partner Offer Now Unavailable
Notifies Offer removal
Offer deactivation
Stop promotion
Partner Sign-Up Approval
Welcomes approved partners
Account approval
Begin partnership
Partner Sign-Up Denial
Informs of application rejection
Application denial
End application process
Partner Sign-Up Received
Confirms application receipt
Application submission
Acknowledge receipt
Offer Visibility Determines Which Emails Fire
The Offer's visibility setting controls which automated emails partners receive when they gain access to an Offer:
- Private — Partner is manually added to the Offer. Triggers Partner Offer Now Available.
- Require Approval — Partner applies, then an admin approves or denies. Triggers Offer Application Approved (or Denied) when the application status changes.
- Public — Partner can access the Offer immediately. No approval email is sent because no approval step is needed.
Advertiser Emails
Email Type
Description
Trigger
Purpose
Advertiser Email Verification
Confirms email address
Initial signup
Verify contact
Advertiser Sign-Up Approval
Confirms account approval
Account approval
Begin advertising
Advertiser Sign-Up Denial
Informs of rejection
Application denial
End process
Advertiser Sign-Up Received
Acknowledges application
Application submission
Confirm receipt
Miscellaneous Emails
Email Type
Description
Trigger
Purpose
Account Activation
Prompts account setup
Account creation
Complete setup
DocuSign Document Signed
Confirms signature receipt
Document signing
Update status
Email Change Confirmation
Verifies email updates
Email change
Confirm changes
Notifications
General system alerts
Various actions
Keep informed
On Hold Conversion Status Changed
Email to Partners and team memeber about On Hold Conversions
On Hold Conversion status change
Keep consistent return policy and reporting
Password Recovery
Assists with password reset
Reset request
Account access
You can change any automated system email whenever you need to.
Just find the email you want to update and click the hamburger menu
at the end of its row.
From there, choose
Edit
to change the email's content, or select Details
to see general information, preview the email, and check its modification history.
