Different actions taken in Builtfirst will trigger various emails to Buyer, Seller, and Partner organizations. This guide includes trigger and default copy information for each. Partners can customize templates in-app, using webhooks or via Zapier integration, then select a sender in Builtfirst.

Where to Find Marketplace Communications

Notification emails can be enabled, edited, and/or disabled per marketplace.
Clickpath: Marketplaces > Communications

Using the Communications Page

Communications Tab

By default, all marketplace notifications are toggled on and are set to send from Builtfirst. In this tab, you can customize notifications, disable them, or change the sender from Builtfirst to a custom address

Note: You must authenticate your custom domain in the Email tab before it can be used for marketplace communications.

Customizing Notifications

Click the action menu > Edit Email Template to customize notifications. You can make changes to all parts of a message: the subject line, preview line, and html/copy.

Dynamic Fields

Dynamic fields are variable text like someone's name, for example. Click the circle icon to view options for dynamic fields. Each section has different dynamic fields to choose from.

Previewing Templates

You can preview your email template at any time in Builtfirst or by sending a test to your inbox. Test emails will be sent to the inbox of whoever clicks the "Send Preview" button.

Email Tab

Manage your custom email addresses and authenticate your domains here.

Learn more: Whitelabeling Emails

Email Template Copy

Signing Up / Credential Changes

Buyer Community Invitation

Sender: no_reply@builtfirst.com
Trigger: A user has been invited to your community/marketplace.

{ 
 user_name: 
 community_name: 
 redirection_url: 
}

Fields:

user_name: first and last name of the buyer

community_name: name of marketplace as entered by partner

redirection_url: link to partner's community or external site as entered in marketplace/community settings

Default Copy:

Subject:You’re invited to join {{community_name}}!

Preheader: N/A

Hey {{user_name}},

You’ve just been invited to join {{community_name}}.

Check out exclusive deals created by {{community_name}}. Click the link below to sign up or log in.

Accept Invite

Need support? Email support@builtfirst.com
Want to manage notifications? Click here [link to Builtfirst profile settings].

Welcome Email (from a Sharable Link)

Sender: hello@builtfirst.com
Trigger: A user has joined a marketplace using a sharable link.

{ 
 partner_logo: 
 user_first_name: 
 organization_name: 
 confirmation_url: 
}

Fields:

partner_logo: logo uploaded to partner's Your Company section

user_first_name: first name of buyer

organization_name: name of buyer's company/organization

confirmation_url: randomly generated unique link

Default Copy:

Subject: Please verify your email for {{organization_name}}!

Preview: Verify your email to complete your activation.

Hi {{user_first_name}},

Thanks you for signing up to {{organization_name}} marketplace.

Please verify your email.

Verify Your Email

Questions? Email support@builtfirst.com.

Welcome Email

Sender: no_reply@builtfirst.com
Trigger: A new user has joined your marketplace.

{ 
 partner_logo: 
 community_name: 
 redirection_url: 
}

Fields:

partner_logo: logo uploaded to partner's Your Company section

partner_name: name of partner organization

user_first_name: first name of buyer

redirection_url: link to partner's community or external site as entered in marketplace/community settings

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: Welcome to {{community_name}} community

Preheader: N/A

You're in!

Start Browsing

Need support? Email support@builtfirst.com.

Want to manage these notifications? Click here [link to Builtfirst profile settings].

Email Verification

Sender: no_reply@builtfirst.com
Trigger: A non-user has requested to redeem a deal but must first join the community/marketplace.

{ 
 marketplace_logo: 
 user_first_name: 
 organization_name: 
 confirmation_url: 
 community_support_email: 
}

Fields:

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

user_first_name: first name of buyer

organization_name: name of buyer's company/organization

confirmation_url: randomly generated unique link

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: You have requested to join {{organization_name}}'s marketplace

Preview: Verify your email while you wait for your request to be reviewed.

Hi {{user_first_name}},

Thank you for your request to join {{organization_name}}'s marketplace.

At this time, your request is pending. You will receive an email once your request has been reviewed.

In the meantime, please verify your email by clicking the link below.

Verify Your Email

Do you have any questions? {{partner_support_email}}

Password Reset

Sender: support@builtfirst.com
Trigger: A user is attempting to reset their password.

{ 
 reset_password_url: 
}

Fields:

reset_password_url: randomly generated password reset token

Default Copy:

Subject: Builtfirst Password Reset

Preview: N/A

Hello!

We received a request to reset your password. Use the link below to set up a new password for your account — the link will expire in 6 hours.

If you did not request a password reset, you can ignore this email and your password will not be changed.

Reset Your Password

Please let us know if you have any questions!

Cheers,

The Builtfirst Team

Joining Communities

Request to Join Marketplace Accepted

Sender: no_reply@builtfirst.com
Trigger: A user's request to join your marketplace has been accepted.

{ 
 marketplace_logo: 
 user_first_name: 
 organization_name: 
 redirection_url: 
 community_support_email: 
}

Fields

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

user_first_name: first name of buyer

partner_name: name of partner organization

redirection_url: link to partner's community or external site as entered in marketplace/community settings

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: {{organization_name}}'s marketplace has approved your request

Preview: You now have access to deals from today's top software and service providers.

Hi {{user_first_name}},

{{organization_name}} has accepted your request to join their community marketplace.

Start Saving

Do you have any questions? {{partner_support_email}}

Request to Join Marketplace Denied

Sender: no_reply@builtfirst.com
Trigger: A user's request to join your marketplace has been denied.

{ 
 marketplace_logo: 
 user_first_name: 
 organization_name: 
 partner_support_email: 
}

Fields:

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

user_first_name: first name of buyer

organization_name: name of buyer's company/organization

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject:Your request to join {{organization_name}}'s marketplace has been denied

Preview: N/A

Hi {{user_first_name}},

Your request to join {{organization_name}}'s marketplace has been denied because your {{organization_name}} account could not be confirmed. If you are currently a part of {{organization_name}} marketplace, please ensure you are signing up using your company email.

If you have any questions or think there has been an error, please contact {{partner_support_email}}.

Non-User Redemption Request to Join

Sender: no_reply@builtfirst.com
Trigger: A non-user has requested to redeem a deal but must first join the marketplace.

{ 
 marketplace_logo: 
 community_font_family: 
 seller_name: 
 community_background_color: 
 discount_name: 
 discount_price: 
 redirection_url: 
 button_text: 
 partner_name: 
 claim_now_button_text: 
 special_instructions: 
 landing_page_url: 
}

Fields:

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

community_font_family:

seller_name: name of vendor offering deal/discount

community_background_color:

discount_name: name of deal/discount as entered by seller/vendor

discount_price: estimated savings as entered by the seller/vendor

redirection_url: link to partner's community or external site as entered in marketplace/community settings

button_text: "get approval" button

partner_name: name of partner organization

claim_now_button_text: "claim" button

special_instructions: additional redemption instructions as entered by vendor

landing_page_url: link to seller's external redemption site/form

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: Get approved by {{partner_name}} to claim!

Preview: Confirm your request to receive exclusive savings from {{seller_name}}

Just one more step! You requested a deal from {{seller_name}}.

{{discount_name}} {{discount_price}}

Get Approval

{{button_text}}

To finish redeeming your deal click the button above. The team at {{partner_name}} will be notified.

You’ll be able to claim {{seller_name}}'s deal after you are approved and see the button text change to "Claim {{claim_now_button_text}}" on the deal.

{{special_instructions}}

Deal Updates / Newsletters

Monthly Deal Updates Newsletter

Sender: no_reply@builtfirst.com
Trigger: A once a month automated deal updates newsletter sent to users.

{ 
 "partner_support_name": 
 "partner_support_email": 
 "year": 
 "partner_logo": 
 "community_url": 
 "community_name": 
 "community_colors":{ 
 "primary_color": 
 "background_color": 
 "header_color": 
}, 
 "biggest_two_discounts": [ 
  { 
 "seller_name": 
 "saving_amount": 
 "logo": 
 "discount_name": 
 "listing_description": 
 "average_total_savings_prefix": 
 "url": 
 } 
], 
 "last_eight_discounts_added": [ 
  { 
   "seller_name":
   "saving_amount": 
   "logo": "discount_name": 
   "listing_description": 
   "average_total_savings_prefix": 
   "url": 
 } 
], 
 "most_active_discount_from_last_month":{ 
  "seller_name": 
  "saving_amount": 
  "seller_logo": 
  "discount_name": 
  "listing_description": 
  "average_total_savings_prefix": 
  "url": 
 } 
}

Fields:

partner_support_name:

partner_support_email: email added on community configuration page, "Monthly promotional email" section

year: current year

partner_logo: logo uploaded to partner's Your Company section

community_url: subdomain for partner's community/marketplace

community_name: name of marketplace as entered by partner

community_colors:

primary_color: title of listings, discounts, and buttons

background_color: background behind the listings and discounts

header_color:

seller_name: name of vendor offering deal/discount

saving_amount: total value of deal/discount as entered by seller/vendor

seller_logo: organization logo for seller that owns deal/discount

discount_name: name of deal/discount as entered by seller/vendor

listing_description: description of the product/service as entered by seller

average_total_savings_prefix: dollar amount or percentage of savings as entered by seller/vendor

url: link to deals listed in newsletter

Default Copy:

Subject: Monthly Deal Digest

Preview Text: N/A

Monthly Deal Digest

New Deals
Latest Deals from {{community_name}}

{{last eight discounts added}}

View Marketplace

Hot Deal

Daily New Reviews Update

Sender: no_reply@builtfirst.com
Trigger: A daily email including any new reviews.

{ 
 marketplace_logo: 
 partner_name: 
 community_name: 
 reviews: [ 
  reviewer_name: 
  review_quote: 
  redirection_url: 
  seller_organization_name: 
  listing_name: 
 ] 
 partner_support_email: 
}

Fields

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

partner_name: name of partner organization

community_name: name of marketplace as entered by partner

reviewer_name: first and last name of reviewer

review_quote: review text as entered by reviewer

redirection_url: link to partner's community or external site as entered in marketplace/community settings

seller_organization_name: name of vendor's organization/company

listing_name: name of the product/service as entered by seller

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: New reviews on {{community_name}}

Preview: Check out these new reviews on {{community_name}}

{{partner_org_name}} added a few reviews to {{community_name}}'s community. Check them out!

{{#each reviews}}

{{this.reviewer_name}} said ”{{this.review_quote}} see more[link to review]”. About {{this.seller_organization_name}}'s {{this.listing_name}}.

Redemptions

Request for Discount

Sender: support@builtfirst.com
Trigger: A user has requested a deal not currently available in your marketplace.

{ 
partner_logo: 
user_name: 
note: 
partner_user_name: 
partner_name: 
support_email: 
}

Fields

partner_logo: logo uploaded to partner's Your Company section

user_name: first and last name of the buyer

note: custom note as entered by buyer

partner_user_name: first and last name of partner user (email addressee)

partner_name: name of partner organization

support_email: Builtfirst support email - support@builtfirst.com

Default Copy:

Subject: Builtfirst Deal Request

Preview: N/A

Hey {{user_name}},

Thank you for requesting {{note}}!

{{partner_user_name}} has sent your request and will try to get the deal added to {{partner_name}}.

Have questions? Email {{support_email:}}

Want to manage these notifications? Click here[link to settings].

From,

The Builtfirst Team

Redemption Support Request Received

Sender: no_reply@builtfirst.com
Trigger: A user has contacted support for assistance redeeming a deal/discount.

{ 
 marketplace_logo: 
 user_name: 
 seller_name: 
 partner_support_email: 
}

Fields

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

user_name: first and last name of the buyer

seller_name: name of vendor offering deal/discount

partner_support_email: email added on partner's community configuration page, "Monthly promotional email" section

Default Copy:

Subject: Your marketplace activity

Preview: Support contacted

Thank you for reaching out.

We appreciate your patience and will be happy to solve whatever issue you have. A representative from our team or {{seller_name}} will respond via email in 24 to 48 hours.

If not, please feel free to message {{community_support_email}} with any details that'll help us better understand the issue that you are facing.

Email Redemption Submission/Resubmission Email Received

Sender: no_reply@builtfirst.com
Trigger: A user has submitted an email request for a deal requiring an email response from the seller/vendor. If they resubmit a request for the same deal, a resubmission confirmation is sent.

{ 
 community_font_family: 
 seller_name: 
 community_background_color: 
 community_font_family: 
}

Fields

community_font_family:

seller_name: name of vendor offering deal/discount

community_background_color:

community_font_family:

Default Copy:

Subject: Your marketplace activity
Preview: More information about your pending request

The team at {{seller_name}} has been notified of your request. Please review all instructions and restrictions on {{seller_name}}'s marketplace listing. If you don’t hear back from {{seller_name}} within 72 hours please contact support on the marketplace listing. If you did not finish redeeming the perk, you can resend the email via the marketplace listing to restart the process.

Landing Page Redemption Received

Sender: no_reply@builtfirst.com
Trigger: A user has successfully completed the redemption of an landing page deal/discount type.

{ 
 community_background_color: 
 community_font_family: 
 discount_name: 
 discount_price: 
 marketplace_logo:
 landing_page_url: 
 seller_name:
}

Fields

community_background_color:

community_font_family:

discount_name: name of deal/discount as entered by seller/vendor

discount_price: estimated savings as entered by the seller/vendor

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

landing_page_url: link to seller's external redemption site/form

seller_name: name of vendor offering deal/discount

Default Copy:

Subject: Your marketplace activity

Preview: More information about your pending deal request

{{discount_name}}

{{discount_price}}

Visit the deal

{{landing_page_url}}

Please review all instructions and restrictions on {{seller_name}}'s marketplace listing. If you did not finish redeeming the perk, you can revisit the listing to restart the process.

Landing Page Redemption Completion Reminder

Sender: no_reply@builtfirst.com
Trigger: A user needs to complete the requirements of a landing page deal/discount type.

{ 
 marketplace_logo: 
 community_font_family: 
 seller_name: 
 community_background_color: 
 discount_name: 
 discount_price: 
 landing_page_url: 
 special_instructions: 
}

Fields

marketplace_logo: logo uploaded on partner's community configuration page, "Homepage Logo"

community_font_family:

seller_name: name of vendor offering deal/discount

community_background_color:

discount_name: name of deal/discount as entered by seller/vendor

discount_price: estimated savings as entered by the seller/vendor

landing_page_url: link to seller's external redemption site/form

special_instructions: additional redemption instructions as entered by vendor

Default Copy:

Subject: Complete your {{seller_name}} deal request

Preheader: Confirm your request to receive exclusive savings from {{seller_name}}

Just one more step! You requested a deal from {{seller_name}}.

{{discount_name}} {{discount_price}}

VERIFY REDEMPTION

To finish redeeming your deal click the button above. The team at {{seller_name}} will be notified. If applicable, any additional instructions will be included below.

{{special_instructions}}

Landing Page Redemption Resubmission Email Received

Sender: no_reply@builtfirst.com
Trigger: A user has re-submitted an email request for a deal/discount requiring a form submission.

{ 
 community_background_color: 
 community_font_family: 
 discount_name: 
 discount_price: 
 seller_name: 
}

Fields

community_background_color

community_font_family

discount_name

discount_price

seller_name: name of vendor offering deal/discount

Default Copy:

Subject: Your marketplace activity

Preview: More information about your pending deal request

{{discount_name}} {{discount_price}}

Thank you for your interest in {{seller_name}}. If you have issues completing your marketplace request, please revisit the marketplace or contact support directly.

Seller Invitations

You can learn about how to invite your Sellers here. We'll send one of the below invitations based on what data we have for that vendor.

New Seller Invitation

Sender: noreply@builtfirst.com

Trigger: Invitation for a seller that has never used Builtfirst.

{ 
 actions: { 
  deal_walkthrough_video_url: 
  listing_walkthrough_video_url: 
  seller_startup_guide_url: 
  sign_up_url: 
 } 
}

Fields

partner_user: user that initiated the invitation

partner_organization: organization that issued the invitation

marketplace: issuing partner's marketplace name

year: current year

Default Copy:

Subject: {{partner_user.first_name}} is inviting you to list in {{partner_organization.name}}'s marketplace

Preview: Join their marketplace of B2B buyers hosted on Builtfirst

You've been invited

Hello,

{{partner_organization.name}} is inviting you to join their new marketplace, powered by Builtfirst, as a seller where you can start listing your products, services, and deals in front of prospective customers in our ecosystem.

For context, Builtfirst is an offer management platform where you can list and manage offers to B2B community marketplaces.

Once you've signed up, check out these 5 minutes walkthroughs on creating your deal:

Seller Account Startup Guide

How to Create & Edit a Listing

How to Create & Edit a Deal

If you run into any problems or questions about how Builtfirst works, please don't hesitate to email support@builtfirst.com.

To get started, create an account with your company email by clicking the button below.

Thank you,

The Builtfirst Team

Accept Invite

Partner Invite Seller to Setup Profile

Sender: no_reply@builtfirst.com
Trigger: Invitation for an organization with an existing partner account to set up seller profile in Builtfirst

{
 actions: { 
  deal_walkthrough_video_url: 
  listing_walkthrough_video_url: 
  seller_startup_guide_url: 
  sign_up_url: 
 } 
}

Fields

partner_user: user that initiated the invitation

partner_organization: organization that issued the invitation

marketplace: issuing partner's marketplace name

year: current year

Default Copy:

Subject: {{{partner_user.first_name}}} requested your deal in {{{partner_organization.name}}}'s marketplace
Preview: Join their marketplace of B2B buyers hosted on Builtfirst

You've been invited to list your deal

{{partner_user.first_name}} from {{partner_organization.name}}'s Builtfirst marketplace invites you to list your deal on Builtfirst!

To get started, log into your account and click the button below. Once you've logged in, check out these 5 minute walkthroughs on creating your deal:

Seller Account Startup Guide

How to Create & Edit a Listing

How to Create & Edit a Deal

If you run into any problems or questions about how Builtfirst works, please don't hesitate to email support@builtfirst.com.

Accept Invite

Partner Invites Existing Seller

Sender: noreply@builtfirst.com

Trigger: Invitation for an existing seller to create deals for a new marketplace.

{ 
 partner_user: 
 partner_organization: 
 actions: { 
  login_url: 
 } 
}

Fields

partner_user: user that initiated the invitation

partner_organization: organization that issued the invitation

login_url: url redirecting seller to log in at manage.builtfirst.com

Default Copy:

Subject: {{partner_user.first_name}} requested your deal in

Preview: {{partner_organization.name}}'s marketplace

Hi {{seller_user.first_name}},

{{partner_user.first_name}} invites you to list your deal in {{partner_organization.name}}'s Builtfirst marketplace! 🎉

To get started, log into your account and click the button below.

Accept Invite

Your Notification Settings

Settings for Marketplace Admins/Sellers

Marketplace Admin Navigation

Inviting Sellers to Your Marketplace

FAQs for Marketplace Admins