Automations

Keeping partners moving, finishing onboarding, adding a payout method, submitting their first deal, usually means someone on your team remembering to follow up. Automations does that for you: it watches for a condition to be true for a partner or a referral, and sends the right message to the right people automatically, by email, in Slack, or both.

Start from a gallery, not a blank page

Every account starts with a gallery of ready-made automations covering common moments in a partner’s lifecycle: a reminder for partners who haven’t finished onboarding or are missing payout or tax details, a thank-you after a payout, and more. Each one arrives with its condition and email copy already written. Turn one on and it starts running; pause it any time.

Build your own

If the gallery doesn’t cover what you need, build a custom automation: choose the condition that should trigger it, who receives it, and write the email. This gives you the same lifecycle-nudge engine with full control over the trigger and the message.

Control who’s reached and how often

Every automation, gallery or custom, lets you choose which partner contacts receive it and set guardrails so partners aren’t over-messaged: a cooldown between sends and a cap on total sends per partner. Partners who have turned automated program emails off aren’t emailed, and you can see how many contacts are reachable before you turn an automation on.

See the full guide