Email Templates & Notifications

Email Templates & Notifications

Communication Automation Emails Templates

Available in:

Post Affiliate Pro , Post Affiliate Pro Ultimate , Post Affiliate Network

Overview

Post Affiliate Pro includes a comprehensive email notification system that keeps both merchants and affiliates informed about important events in your affiliate program. All email templates are fully customizable and support dynamic variables for personalized communication.

The email system covers:

  • Automated notifications triggered by specific events (new sale, signup, payout, etc.)
  • Customizable templates with HTML support and dynamic variables
  • Mass email functionality for bulk communication
  • Scheduled reports sent daily, weekly, or monthly
  • Separate merchant and affiliate notifications with independent controls

Merchant Notifications

Merchants receive notifications about affiliate program activity. These can be enabled or disabled in Configuration > Email notifications.

Available Merchant Notifications

NotificationDescriptionTemplate Name
New User SignupSent when a new affiliate registersMerchant - New User Signup
New Sale/LeadSent when a new transaction is trackedMerchant - New Sale / Lead
New Direct Link RequestSent when an affiliate requests a direct linkMerchant - New DirectLink Notification
Affiliate Joined CampaignSent when an affiliate requests to join a private campaignMerchant - New affiliate joined campaign
Commission ApprovedSent when a commission is manually approvedMerchant - On Commission Approved
Payout Details ChangedSent when an affiliate updates their payout informationMerchant - On Change Payout Details
New IP LoginSent when login occurs from a new IP addressMerchant - New IP Login
Affiliate Accepted TermsSent when an affiliate accepts terms and conditionsMerchant - Affiliate Accepted Terms
Affiliate StoppedSent when an affiliate stops their own accountMerchant - Affiliate Stopped
Transaction DeletedSent when a transaction is deletedMerchant - Transaction Deleted
Payment RequestSent when an affiliate requests a payoutMerchant - Payment request

Merchant Report Notifications

Merchants can receive automated periodic reports with statistics:

ReportDescription
Daily ReportSummary of the previous day’s activity
Weekly ReportSummary of the previous week (configurable start day)
Monthly ReportSummary of the previous month

Reports include statistics like impressions, clicks, sales, commissions, and affiliate signups.

Pay Day Reminder

A special notification that reminds merchants when it’s time to pay affiliates:

  • Configurable day of month
  • Configurable recurrence (every month, every 2 months, etc.)
  • Includes list of affiliates ready for payment

Merchant Notification Settings

Notification Email: Set a specific email address to receive all merchant notifications, or leave empty to use the default account email.

Disable Zero Commission Notifications: Option to skip notifications for sales with zero commission value.

Notification Status Filter: Choose which transaction statuses trigger notifications (pending, approved, or all).

Affiliate Notifications

Affiliates receive notifications about their account and earnings. These can be configured globally by merchants and individually by affiliates in their profile.

Available Affiliate Notifications

NotificationDescriptionTemplate Name
Signup ApprovedWelcome email when affiliate account is approvedAffiliate - New User Signup Approved
Signup Before ApprovalConfirmation when signup requires approvalAffiliate - New User Signup Before Approval
Signup DeclinedNotification when signup is declinedAffiliate - New User Signup Declined
New Sale/LeadSent when affiliate earns a commissionAffiliate - New Sale / Lead
Commission Status ChangedSent when commission status changes (approved/declined)Affiliate - On change Sale / Lead status
Refund/ChargebackSent when a commission is refundedAffiliate - New refund/chargeback
Status ChangedSent when affiliate account status changesAffiliate - On change affiliate status
Payout ProcessedSent when a payout is completedAffiliate - On payout
Minimum Payout ReachedSent when affiliate reaches minimum payout thresholdAffiliate - On minimum payout reached
Sub-affiliate SignupSent when a referred affiliate signs upAffiliate - New Subaffiliate signup
Sub-affiliate SaleSent when a referred affiliate makes a saleAffiliate - New Subaffiliate Sale / Lead
Direct Link NotificationSent when direct link status changesAffiliate - DirectLink Notification
Channel Created/ChangedSent when tracking channel is created or modifiedAffiliate - Channel Created/Changed
Inactivity WarningSent before account is deactivated for inactivityAffiliate - Inactivity warning
Campaign InviteSent when affiliate is invited to a campaignAffiliate - Invite affiliate to campaign
Campaign Approved/DeclinedSent when campaign membership status changesAffiliate - Campaign status changed

Affiliate Report Notifications

Affiliates can opt in to receive periodic performance reports:

ReportDescription
Daily ReportDaily performance summary
Weekly ReportWeekly performance summary
Monthly ReportMonthly performance summary

Template Customization

All email templates can be customized in Configuration > Email templates.

Editing Templates

  1. Navigate to Configuration > Email templates
  2. Find the template you want to edit
  3. Click to open the template editor
  4. Modify the subject line and body
  5. Use the variable selector to insert dynamic content
  6. Preview the email to verify formatting
  7. Save your changes

HTML Support

All templates support HTML formatting, allowing you to:

  • Create branded email designs
  • Include images and logos
  • Use custom fonts and colors
  • Add buttons and links
  • Structure content with tables

Plain Text Fallback

Each template includes both HTML and plain text versions. The plain text version is automatically used for email clients that don’t support HTML.

Template Variables

Template variables are placeholders that get replaced with actual data when the email is sent. They use the syntax {$variablename}.

Common Variables

VariableDescription
{$date}Current date
{$time}Current time
{$affiliateLoginUrl}URL to affiliate login page
{$affiliateLoginLink}HTML link to affiliate login
{$merchantLoginUrl}URL to merchant login page
{$defaultCurrency}Default currency symbol
{$unsubscribeLink}Link to unsubscribe from notifications

Affiliate Variables

VariableDescription
{$userid}Affiliate ID
{$firstname}Affiliate first name
{$lastname}Affiliate last name
{$username}Affiliate username (email)
{$password}Affiliate password (only in signup emails)
{$parentuserid}Parent affiliate ID
{$parent_firstname}Parent affiliate first name
{$parent_lastname}Parent affiliate last name
Custom fieldsAll custom affiliate fields are available

Transaction Variables

Available in sale/commission-related notifications:

VariableDescription
{$commission}Commission amount
{$totalcost}Total order value
{$orderid}Order ID
{$productid}Product ID
{$status}Transaction status
{$type}Transaction type
{$campaignname}Campaign name
{$actionname}Action type name
{$tier}Commission tier level
{$firstclicktime}First click timestamp
{$lastclicktime}Last click timestamp
{$data1} through {$data5}Custom data fields

Statistics Variables

VariableDescription
{$impressions->count->all}Total impressions
{$clicks->count->all}Total clicks
{$clicks->count->unique}Unique clicks
{$sales->count->all}Total sales count
{$sales->count->approved}Approved sales count
{$sales->commission->all|currency}Total sales commission
{$transactions->commission->approved|currency}Approved commission total
{$transactions->commission->pending|currency}Pending commission total
{$refunds->count->all}Total refunds count
{$actions->count->all}Total actions count
{$recurring->count->all}Recurring commission count
{$affiliates->count->all}New affiliate signups

Payout Variables

Available in payout notifications:

VariableDescription
{$payment}Paid amount
{$payoutcurrency}Payment currency
{$payoutmethod}Payout method name
{$invoicenumber}Invoice number
{$affiliatenote}Note from affiliate
{$dateFrom}Payout period start date
{$dateTo}Payout period end date
{$commissionsList->list}List of paid commissions

Merchant notifications include one-click action links:

VariableDescription
{$new_user_signup_approve_link}Approve new affiliate link
{$new_user_signup_decline_link}Decline new affiliate link
{$sale_approve_link}Approve transaction link
{$sale_decline_link}Decline transaction link
{$affiliate_join_campaign_approve_link}Approve campaign membership
{$affiliate_join_campaign_decline_link}Decline campaign membership

Previous Period Variables

Report templates include comparison variables for the previous period:

VariableDescription
{$salesPrevious->count->all}Previous period sales count
{$clicksPrevious->count->all}Previous period clicks
{$transactionsPrevious->commission->approved|currency}Previous period commissions

Mass Email Feature

Send bulk emails to affiliates directly from Post Affiliate Pro.

Accessing Mass Email

Navigate to Tools > Mass mail or Affiliates > Send mail.

Recipient Selection

Choose your recipients:

OptionDescription
All affiliatesSend to every affiliate in the system
Filtered affiliatesUse saved filters to target specific groups
Custom emailsEnter specific email addresses
MerchantsSend to merchant accounts (admin only)

Creating a Mass Email

  1. Subject: Enter your email subject line
  2. Body: Compose your message using the rich text editor
  3. Variables: Insert dynamic variables for personalization
  4. Attachments: Upload files to include with the email
  5. Preview: View how the email will appear
  6. Send: Start the sending process

Processing

Mass emails are processed as a background task:

  • Emails are queued and sent gradually to prevent server overload
  • Progress is tracked and can be monitored
  • Sending can be cancelled if needed
  • Email rate limiting prevents spam triggers

Affiliate Broadcast

Affiliates can also send broadcast emails to their sub-affiliates (if enabled):

  • Available in the affiliate panel
  • Sends to affiliates in their downline
  • Respects tier visibility settings
  • Uses affiliate’s email as sender

Email Settings

SMTP Configuration

Configure your email delivery settings in Configuration > Email settings:

  • SMTP Server: Your mail server address
  • SMTP Port: Mail server port (typically 25, 465, or 587)
  • SMTP Username: Authentication username
  • SMTP Password: Authentication password
  • Encryption: None, SSL, or TLS
  • From Email: Default sender email address
  • From Name: Default sender name

Delivery Options

  • Send rate limit: Maximum emails per minute
  • Batch size: Emails processed per batch
  • Retry failed: Number of retry attempts for failed emails

Notification Configuration

Global Settings

Location: Configuration > Email notifications

Enable or disable notification types globally:

  • Individual toggles for each notification type
  • Set notification recipient email
  • Configure report schedules
  • Set transaction status filters

Per-Affiliate Settings

Merchants can configure notification preferences for individual affiliates:

  1. Navigate to Affiliates
  2. Open affiliate details
  3. Go to Email notifications tab
  4. Toggle individual notification preferences

Affiliate Self-Service

Affiliates can manage their own preferences:

  1. Log into affiliate panel
  2. Navigate to Profile > Email notifications
  3. Enable or disable preferred notifications
  4. Save changes

Unsubscribe Functionality

All notification emails include an unsubscribe link:

  • One-click unsubscribe from that notification type
  • Link is unique per recipient
  • Respects email marketing best practices
  • Unsubscribe is logged for compliance

The {$unsubscribeLink} variable adds this link to your templates.

Best Practices

Template Design

  1. Keep it branded - Include your logo and brand colors
  2. Mobile-friendly - Test on mobile devices
  3. Clear subject lines - Be descriptive and concise
  4. Personalize - Use affiliate name and relevant data
  5. Include CTAs - Guide recipients to take action

Notification Strategy

  1. Don’t over-notify - Too many emails cause fatigue
  2. Time appropriately - Send reports at logical intervals
  3. Be helpful - Include actionable information
  4. Test thoroughly - Preview before sending mass emails

Deliverability

  1. Configure SMTP properly - Use authenticated sending
  2. Use consistent sender - Build sender reputation
  3. Include unsubscribe - Required by law in many jurisdictions
  4. Monitor bounces - Keep your list clean

Frequently asked questions

Can I customize the email templates in Post Affiliate Pro?

Yes, all email templates are fully customizable. You can edit the subject line, body content, and use dynamic variables to personalize each message. Templates support both HTML and plain text formats, allowing you to create professional branded emails.

What variables can I use in email templates?

Post Affiliate Pro offers extensive template variables including affiliate information (name, email, username, custom fields), transaction details (commission, product, order ID), statistics (clicks, sales, earnings), payout information, and system data like login URLs. Variables are inserted using the {$variablename} syntax.

Can I send mass emails to all my affiliates?

Yes, the mass email feature allows you to send emails to all affiliates, filtered groups of affiliates, or specific email addresses. You can use all template variables for personalization, attach files, and the system processes emails in the background to handle large recipient lists.

Can affiliates control which notifications they receive?

Yes, affiliates can manage their notification preferences in their profile settings. They can enable or disable notifications for new sales, commission status changes, sub-affiliate activity, direct link updates, and periodic reports.

Streamline Your Affiliate Communication

Keep affiliates informed and engaged with automated email notifications. Customize every message to match your brand.

Learn more

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