Support Center

How do I customize emails sent by Ambassador?

Last Updated: Sep 29, 2017 11:40AM EDT

Overview


There are several emails that will be sent to your ambassadors throughout their participation in your referral program. Customizing these email templates is an important piece to brand your referral program. 

For more information on these emails, check out our support article: What emails can be sent by Ambassador? 


How do I edit the emails sent to my ambassadors?

 

Follow these steps to begin customizing your email templates. Please note, when an ambassador is enrolled in multiple campaigns, default emails will override campaign emails. 

Step 1: In the navigation menu on the left, click “Campaigns.”

 


Step 2: Once on this page, check the box next to your existing campaign and additional buttons will appear. Click the blue "Edit" button. 

 


 
Step 3: Next, click the "Emails" tab.

 


 
Step 4: You will see a list of the available email templates to customize. Hover over the email template name and a "Customize" button will appear. Click the "Customize" button to begin editing that specific template. Please note, if you have already customized an email, a blue "Customized" banner will appear next to the email name. 

 


Step 5: Within each template, you’ll find suggested copy that is populated for example purposes only. Edit the copy here to reflect your brand’s tone and voice. Please note, make sure you customize the footer to include your own address and social links.

 


At the top of each template, you'll find a list of merge tags you can use to pull corresponding information into your email. For example, if you edited the email body to say: "Welcome, {first_name}! We're excited to have you as an ambassador in the {company_name} referral program." that would pull in both the ambassador's first name and your company name. 

Please note, by default, the Ambassador email templates pull in the {memorable_url} tag. We suggest updating this to the {campaign_link} tag to pull in the campaign link instead. For more information on difference between the campaign link and memorable URL, check out our support article: Campaign Link vs. Memorable URL Overview


 

 


Step 6: When you are finished making changes, click “Save Email.” You can use the “Send Test Email” functionality at the bottom of the template to send yourself a preview of the email. Please note, when you send a test email, sample data will be pulled in. For instance, the referral link will not be active and the name and commission amount will show example text like John and $1.99. 


 


Do I need to customize all of the emails?

 

No, it is not required to send all of the emails included in this list. If you want to disable particular emails, you can do so following the steps in this support article: How do I turn email notifications on or off?
 


Can I add my own HTML template?

 

Yes! Under the “Body” section, you’ll find several buttons to edit the email. At the far right, next to “Merge Tags” there is an arrow.

 


Click the button. An import template form will pop-up. Paste your HTML code into the form and click “Import.” 

 



 

To edit the HTML, click the button on the far left. 

 


 

 


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