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Getting Started With System Alerts and Email Templates


This article will cover:

 



Customizing Alerts


CAKE administrative users and affiliates can receive alert updates via email to notify them of campaign statuses, traffic patterns, and more. With our alerts page, you can modify the email copy and design that goes out to the admin user or affiliates. Some of the alert triggers are as follows: 


  • Affiliate has signed up for your network

  • Buyer credit is running low

  • Campaign approaching a cap

  • Conversion to Click ratio is over X%

  • Excessive Post Failures from Buyer Contract


For more information on customizing Alerts, visit the How to Add and Edit Alerts document.



Customizing Email Templates


When affiliates, advertisers, and buyers join your program or apply for offers, you want to notify them via email of their status and the process of approval to your program. With our email templates page, you can modify the email copy and design that goes out to the user based on the following actions:


  • Affiliate is pending approval

  • Affiliate has been approved

  • Affiliate has been denied

  • Login credentials were modified

  • Login detected from new location or device

  • Campaign pixel change was requested

  • Creative pack is sent to an Affiliate

  • Conversion pixel is sent to an Advertiser

  • Lead posting document is sent to an Affiliate

  • User has forgotten password (sends a link to reset password)


For more information on customizing Email Templates, visit the How to Add and Edit Email Templates article.


Note:

All Email Templates come with tokens that will populate the copy with user-specific information, such as their first name.



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