8.2 Email Templates

Emails Signature

• Navigate by the left Sidebar Menu and click on the Emails > Email Signature

• On the left side of the Panel, define your Default Signature to appear on the bottom of every email that you send on your behalf either compose email or template ones (not in system ones)

• On the right side of the Panel, visualize how the signature looks

Email Templates Management

• Predetermine Email Templates will be help you to quickly send common or recurring messages to affiliates/IBs, ensuring consistent communication and saving time

• Navigate by the left Sidebar Menu and click on the Emails > Manage Templates

• Filter on the upper bar to show or hide inactive templates and templates shared

• Overview a list of all templates already configurated

• Use the Test option (email icon) to send a test of the template to yourself

Create New Template Email

• Use the Add Template button on the top right corner

• The same window configuration as “Modify a template” will show. Use:

  • On the left side, the Template Editor to create: the label of the template, Subject and Body of the email.

  • Compose the body of the email, use the desired variables on the bottom by clicking, to add it to the template.

  • On the right side, the Template Preview will show what the template looks like.

  • Use the Save Template button to successfully create the template and go back to the Email Templates list

Modify Template Emails

• Use the Edit option (pencil icon) on the rightmost side of the selected template to modify it.

• On the left side, the Template Editor to modify: the label of the template, Subject and Body of the email

• Click on the desired variables on the bottom to add it to the body of the template

• On the right side, the Template Preview will show what the template looks like

• Use the Save Template button to successfully modify the template and go back to the Email Templates list

System Emails Template

• Navigate by the left Sidebar Menu and click on the Emails > System Email Templates

• Manage the System Events and Email Templates available for the affiliates to modify the existing ones. Listed will be show:

  • System Event Name, where detail of the event

  • Event Trigger, means the action that will operate

  • Languages available for the template shown in blue, in red not configurated yet

  • Test option (email icon) to send a test of the template to yourself

• Click on the desired Language to modify the template:

  • On the left side, the Template Editor to modify the template subject and body

  • Modify the body of the email, use the desired variables on the bottom by clicking, to add it to the template

  • On the right side, the Template Preview will show what the template looks like

  • Use the Save Template button to successfully modify the template and go back to the System Templates list.

Compose particular emails

• Compose Emails allows through the platform to compose and send personalized messages to an affiliate/IB’s group for tailored communication based on specific needs or actions

• Navigate by the left Sidebar Menu and click on the Emails > Compose Emails

• This section allows Managers to send singular emails to particular affiliates

• Select the Affiliate Group to send the email

• Compose the Subject and Body of the particular email

• Use the Show/hide Preview button on the bottom right to enable the email preview

• Use the Send Email button on the bottom left once the email is ready to send it