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. Marketplace owners 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
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.
Need support? Email support@builtfirst.com
Want to manage notifications? Click here [link to Builtfirst profile settings].
Welcome Email (from a Sharable Link)
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.
Questions? Email support@builtfirst.com.
Welcome Email
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!
Need support? Email support@builtfirst.com.
Want to manage these notifications? Click here [link to Builtfirst profile settings].
Email Verification
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.
Do you have any questions? {{partner_support_email}}
Password Reset
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.
Please let us know if you have any questions!
Cheers,
The Builtfirst Team
Joining Communities
Request to Join Marketplace Accepted
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.
Do you have any questions? {{partner_support_email}}
Request to Join Marketplace Denied
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
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}}
{{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
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}}
Hot Deal
Most popular deal this Month
{{"average_total_savings_prefix"}}
{{most active discount from the last month}}
Biggest Discounts
Great Savings
{{two biggest discounts}}
Need help?
{{partner_support_email}} Connect with support
{{partner_support_name}} Questions
Daily New Reviews Update
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
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
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
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
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}}
{{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
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}}
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
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
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
Hi there,
[Partner Org] 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. 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 walkthroughs on creating your offers:
If you run into any problems or have questions about how Builtfirst works, don’t hesitate to email us at support@builtfirst.com.
To get started, create an account with your company email by clicking the button below.
From,
The Builtfirst Team
Partner Invite Seller to Setup Profile
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
[Partner Admin] from [Partner Org] invites you to list your offer(s) on Builtfirst!
To get started, click the button below and log into your account. You can find a refresher on creating listings and deals here:
Already have listings or deals in other marketplaces?
You can simply edit your existing offers to include the new marketplace you’ve been invited to.
If you run into any problems or have questions about how Builtfirst works, don’t hesitate to email us at support@builtfirst.com.
Partner Invites Existing Seller
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 [Recipient Name],
[Partner Org] invites you to list your offer(s) in their Builtfirst marketplace: [Community Name]!
To get started, click the button below and log into your account. If you need a refresher on creating offers, take a look at this guide:
Already have listings or deals in other marketplaces?
You can simply edit your existing offers to include the new marketplace you’ve been invited to.
If you run into any problems or have questions about how Builtfirst works, don’t hesitate to email us at support@builtfirst.com.