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Trackdesk Knowledge Base

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Email Customization
Add your own content to invitation emails sent out automatically by the system… You can preview how the email will look by clicking the "Preview email" button… Editing email content
ClickFunnels Email Attribution
email attribution or other email based methods… Step 3: Install the Lead and Email Script… This script should be placed on the page where users enter their email address
Custom SMTP Email Server
Send system emails through your own mail server instead of using Trackdesk's default email service… Username: your email server login username, which is often your full email address… From email: the email address your recipients will see as the sender
Email Messages to Affiliates
Send emails directly to affiliates and advertisers from the platform… Firstly, in order to find the email functionality, navigate to Affiliates > Email message… If "by tier" is selected, the email will be sent only to affiliates in the selected tier
Stripe via Customer Email
Step 4: Set up a Connection of Customer Email to the Click… Integrating Stripe via customer email is a quick way to set up your affiliate program for your website… External CID: Make sure to replace YOUR_EXT_CID with the email of the customer
How to Change Affiliate Email?
Can an Affiliate Change Their Email?… How to Handle an Email Change… Option 2: Contact Support to Update the Email
Setting Password After Registering with Google SSO
Add a classic email and password login to your Trackdesk account after registering via Google SSO… If you registered with Google SSO, you can also set up a classic email and password login for the same… From then on, you can log in either with Google SSO or with your email and the password you set; both
Data anonymization
Permanently scrub a customer's email from clicks, conversions, activity logs, and webhook payloads to satisfy GDPR erasure requests… Anonymize one or more emails… It anonymizes the email, not the conversions
Invite Your Affiliates
Invite affiliates with Trackdesk's link or manual entry. Promote via email, website, and a landing page to attract partners… Invite them via email:… You can set a password for the affiliate account and they will receive a magic link login if welcome email
I Forgot My Password
Enter your email address Click the “Send me instructions” button Open the email with… 3. Check your email