Advocacy: Emails Overview & Setup
Overview
Depending on the specifics of your Advocacy program, there are several types of emails to configure for your participants and your internal team members.
If your are rewarding points or rewards for referrals, Referral campaigns have their own set of transactional emails that are enabled and customized within the settings of each campaign, and triggered throughout the referral journey. View a list of those emails here, and how to configure them here.
If you are rewarding referrals with points or cash that can be redeemed for rewards in the Portal, you will also need to create and enable Portal Reward Emails.
From the main menu, the "Emails" section, this is where you will create each of the email templates that you'd like to send to a participant when a workflow is triggered for your advocacy program, such as when they've been issued points, a badge, a voucher code, or completed a task. You can also send other participation emails, such as a reminder about available points to redeem or send a reward instantly via email.
How to configure emails sent to a participant when a worfklow is triggered
First, you have to create and customize the Email template(s). Then, you'll assign each email in the applicable Workflow as an Effect.
1. To create an Email template, Emails from the main menu > then, the New Email button.
2. Within the Create New Email modal, make the following customizations to the form fields:
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Email Name: Enter an internal name to label and identify the email template.
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Note: Make sure that it's uniquely recognizable for the applicable use-case(s), because this is how it will be listed when you select an email template to send from a workflow effect.
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Subject: Enter a subject line for the email's purpose and follows subject line best practices.
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From Email & Name: This will default to the Outgoing Email Address & Domain that is setup in your Account Settings. If you change the email address, there are a two rules to follow:
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It must have the same domain as what's verified in your Account Settings, otherwise you'll get an "Invalid Email Domain" error.
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It must be an inbox that you can receive responses.
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3. Next, use the editing tool bar or enter your own HTML to customize the email design and copy for it's intended purpose and to reflect your brand.
In the tool bar at the top, you'll find a list of "Merge Tags" you can use to dynamically pull in corresponding information into your email when it's sent.
Don't forget to customize the footer with your own address, social links!
Note: Our Unsubscribe link is required, and will provide the recipient a choice of unsubscribing from emails and/or the program. This will only unsubscribe them from the emails sent from Ambassador specifically. If you need to be notified of these unsubscribes, you can setup a recurring Contact report or webhook.
4. When ready, Save Draft Email and Send Email Test, then select Save Email to make it available for selection in your Workflow Effects.
5. Once you're ready to use this email in a workflow, reach out to support@getambassador.com for assistance in setting up your workflow.
Note: For the time being, workflows are in beta and therefor ready only to clients. Our support team is happy to setup / update workflows on your behalf.
Sending an Email from Legacy Rule Builder
If you are still using the Legacy Rule Builder, follow these steps to setup the rule effect with an email template.
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From the Customer Advocacy menu, click Rule.
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If you've already created a Rule for the use-case, select it from the list and Edit, otherwise proceed to create your rule first.
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After Rule details are selected, scroll down to the Rules Effect section > In the Type field select Send Email > then, in the Value field, select the name of the email template that should be sent for this rule.
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Save.
Question? Email support@getambassador.com or your assigned Customer Success Manager.