Overview
Effective communication is crucial for managing a successful partner program. The platform automates many interactions with partners and internal teams through system-generated emails, covering everything from onboarding and deal registrations to reward notifications and program updates. This module ensures that all automated communications are consistent, on-brand, and contain the necessary information.
Administrators can customize these templates to align with their organization's messaging and branding guidelines. By providing a dedicated interface for managing system emails, the platform enables precise control over the content, subject lines, and recipients of these critical notifications, ensuring partners receive timely and relevant information throughout their journey.
Key Features
- View System Email Templates
- Add New Templates
- Edit Existing Templates
- Search & Filter Templates
- Multi-language Support
Accessing System Emails
Click Administration in the top navigation bar, then click Alerts in the left navigation menu to expand it, and then click Notification Settings.
Viewing and Managing Templates
This screen displays a comprehensive list of all system email templates configured within the platform. These templates are used for various transactional notifications sent to partners and internal users, covering events such as registration confirmations, deal approvals, and password resets. Administrators can view the name, subject, language, and module associated with each template, enabling them to manage and customize the automated email communications that are critical for partner engagement and operational workflows.
Frequently asked questions
- What is the purpose of the System Emails feature?
The System Emails feature provides a central location for all transactional email templates used throughout the UPM platform. It allows administrators to view, create, and manage the content of automated email notifications.
- Who uses the System Emails feature?
Administrators primarily use this feature to manage email templates. Channel partners receive the automated emails generated from these templates.
- What types of events trigger these automated emails?
Automated emails cover various system events, including partner onboarding, deal registrations, reward notifications, program updates, registration confirmations, deal approvals, and password resets.
- How do administrators access the System Emails feature?
Administrators can access the feature by clicking 'Administration' in the top navigation, then expanding 'Alerts' in the left menu, and selecting 'Notification Settings'.
- What information can administrators view for each email template?
Administrators can view the name, subject, language, and module associated with each system email template, enabling effective management and customization.