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How to Send Affiliate Notification Emails

You can use AccessAlly’s native email sending to automatically send notifications to your affiliates when they make a sale.

Two Types of Affiliate Notification Emails

Important: please note that there are two distinct options for sending notifications:

  1. Default Affiliate Sale Email: once enabled, this email will send to an affiliate when they make a sale on any offer on your site.
  2. Offer-Specific Affiliate Sale Email: once created, this email type can be customized so that it only sends when an affiliate makes a sale on a specific order form.

Setup:

1. Install and Activate the Amazon SES plugin

By itself, WordPress email sending does not typically boast of reliable deliverability. To prevent your invoices from regularly landing in spam folders, we recommend installing and activating the Amazon SES plugin.

2. Enable Affiliate Sale Emails

OPTION A: To use the Default Affiliate Sale Email

This email will send to an affiliate when they make a sale on any offer on your site.

Go to AccessAlly > Emails > Affiliate Sale.

Click into the Default Affiliate Sale Email and choose Send Customized Email from the dropdown.

Enable default affiliate sale email

OPTION B: Offer-specific affiliate sale notification

This email type can be customized so that it only sends when an affiliate makes a sale on a specific order form.

Click on the Add offer-specific affiliate sale email button. Fill out the settings to designated when you’d like your email to send (and for what offers).

Enable offer specific affiliate notification email

3. Customize Your Company Branding

If you haven’t yet, go to the Branding tab and customize your company information.

where to find the brand customization tab

  • Company Name
  • Signature
  • “From” Sender name
  • “From” sender email

4. Customize Shared Blocks

In the same area, make sure to click into the Header and Footer blocks. These can be customized with new images, text, and links to your policies as needed. They only need to be customized once, and will appear the same on all emails that use them.

how to customize shared blocks for accessally email

(Note that you can create additional shared blocks by going to the Shared blocks tab.)

5. Return to Email Settings and Complete Customization

Go back to your Affiliate sale tab and continue customizing your email.

  • To edit an existing element: click on the element to reveal customization options
  • To add a new element: click on the “plus” icon on the top right of the email settings
  • To rearrange elements: drag and drop

6. Send a test email

Once your email is customized, send a test email to yourself. This will allow you to preview how the email looks and responds inside your inbox.

send a test email button

Make sure to save changes before you exit this screen. Once the changes are saved, your affiliate sale email sending is active.

7. Make a test purchase

To test your email sending setup, you’ll have to make sure your admin user is tagged as an affiliate:

1. Make your admin user an affiliate (apply the affiliate tag)
2. Select an affiliate link for an order form you’d like to test
3. In an incognito window, enter the affiliate link and submit a test purchase (using a new email) on the order form
4. Check the email inbox for your admin user. The affiliate sale email should appear shortly.

Repeat step 7 for every order form that you want the invoice to work with. This allows you to check for errors and omissions in your email and product settings.
Updated on July 8, 2020

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