Help Center
Email delivery

Email templates and delivery

Brand delivery emails and link them to popups before publishing.

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Why emails matter

After someone opts in or buys, ConvertNest sends a delivery email with access to the resource. Every published popup needs a linked email template so visitors receive their download.

Merge fields

Templates support fields such as {{name}}, {{product_title}}, {{merchant_name}}, and {{download_url}}. Keep links real — never invent URLs in AI drafts.

Questions customers ask

Which email event should I use?

Use lead delivery for free resources, purchase delivery for paid access, and upsell follow-up when nurturing an upgrade after a free opt-in.

Why is publish blocked without an email template?

Without a delivery email, leads would submit with no way to receive the file. Link a template in Funnel settings, or generate one with AI when creating a popup.

Who sends the email?

ConvertNest sends via its email provider using your template design. From-name and branding should match your workspace identity.

Can AI create the email for me?

Yes. Generate popup with AI also creates a delivery email and attaches it to the draft popup so you can publish faster.