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Emails Overview

Email is one of the most powerful tools you have for keeping advocates engaged, delivering rewards, and driving program momentum. In Ambassador 3, email templates live in a centralized Communication Channels section — so you can create, manage, and reuse them across as many campaigns and automations as you need. 📧

Where to Find It

Navigate to Communication Channels → Emails in your Ambassador admin.

What Are Email Templates?

Email templates in Ambassador are reusable messages triggered by your Automations. Instead of building a new email every time you set up a campaign, you create a template once and reference it across multiple automations. This keeps your communications consistent and saves time as your program grows.

Common email use cases include: new advocate welcome email, reward notifications, and engagement emails (such as: new advocate drip series or inactive reminders).

The Email Editor

Ambassador includes a built-in drag-and-drop email editor that makes it easy to build polished, responsive HTML emails — no coding required.

Two ways to start a new email:

  • Create from Scratch - Create your own email template with the editor or if you have an existing email design or work with a developer, you can paste your HTML directly into the editor.  
  • Create from template — Pick from a set of pre-built layouts and customize from there. This is the fastest way to get started.

Building Your Email

Adding content — In the editor sidebar under "Content," click "+ Add new element" to browse available components. You can drag and drop text blocks, images, buttons, dividers, and more into your layout. Mix and match components to build complex sections, or start from foundational layout elements and build from scratch.

Styling elements — Each component offers a full range of customization options including layout/alignment, width and height, padding and margin, typography (font, size, color, line height), background colors, and borders.

Editing text — Double-click on any text block to enter editing mode. To style a specific portion of text, select it and click the pen icon on the floating toolbar that appears.

Personalizing with Merge Tags

Merge tags let you dynamically insert contact-specific information into your emails — like a first name, reward amount, or referral link.

How to use merge tags:

  1. In the email editor, click the Merge Tags panel on the left sidebar
  2. Click any tag (e.g., {first_name}, {reward_amount}) to insert it at your current cursor position
  3. Preview your email to confirm the tag placement looks right

Connecting Emails to Automations

Email templates on their own don't send anything. They need to be connected to an Automation to trigger. When setting up an Automation, you'll choose "Send Email" as an outcome and select the template you want to use.

This means you can update a template in one place and have the change apply everywhere it's used — handy when your program scales or your branding evolves.

Good to Know

  • Email templates can be reused across multiple automations and campaigns — you don't need to recreate them.
  • If you're sending reward fulfillment emails (like Tango or PayPal notifications), the reward delivery details are inserted automatically via merge tags.
  • The Ambassador Email Editor produces responsive HTML, so your emails should look great on both desktop and mobile.
  • For SMS communications, see the SMS Overview article.