Trackdesk offers a set of automation scenarios designed to connect your Gmail account directly with your affiliate program. By using the Gmail Popular Template, you can automate your communication by sending emails to affiliates whenever a key event, such as a new conversion, occurs.
For more advanced needs, you can also build unique workflows from scratch using Custom Automations, which offer an expanded range of triggers and actions.
1. Accessing the Gmail Popular Template
To find the Gmail template in your dashboard:
Log in to your Trackdesk workspace.
Click Integrations in the main sidebar menu.
The Popular Templates section will load automatically.
Scroll down to the E-mailing category.
Select the Gmail + Trackdesk template.
2. Available Automation Scenario
The Gmail Popular Template currently features one ready-to-use scenario that can be activated independently:
Send email to affiliate on new conversion: Automatically sends an email to an affiliate the moment a new conversion is recorded in Trackdesk.
3. Connecting Your Gmail Account
When you install your first Gmail-related scenario, Trackdesk will prompt you to authorize your account:
Click Install next to the Gmail scenario.
Follow the on-screen instructions to sign in to your Gmail account.
Grant the required permissions to allow Trackdesk to send emails on your behalf.
Confirm the connection to finalize the setup.
4. Enabling the Scenario
To get your automation running:
Open the Gmail Popular Template.
Click Install on the scenario.
Select your connected Gmail account if prompted.
Add any required information into the builder (such as email body or recipient settings).
Toggle the scenario to ON using the switch on that row, or click the Start button at the bottom.
5. Customizing Your Workflow
You can tailor the integration to match your specific communication needs by adjusting:
Email Subject: Create a clear and engaging subject line.
Email Content: Personalize the message your affiliates receive.
Triggers: Choose which specific types of conversions should trigger an email.
Filters: Apply additional conditions or logic to refine when emails are sent.
6. Troubleshooting
Email not being sent?
Check that the scenario toggle is set to ON.
Verify that the affiliate has a valid email address in their profile.
Confirm that your Gmail authorization is still active in your settings.
Template is not visible?
Refresh the Integrations page. Popular Templates update automatically.