Email and chat automation for growing partners

Relying on manual messages or generic email newsletters can slow down a partnership business. Traders benefit from timely communication, clear guidance, and easy access to information. If a prospect signs up for a demo account and receives no follow-up, they may lose interest before exploring the platform further.

Partners who want to scale their outreach often use email automation tools. By setting up a triggered, automated onboarding sequence, you can share educational content, distribute useful trading resources, and stay in touch with your network consistently — without manually sending each message.

Quick summary

• The high-velocity model: Modern automation focuses on keeping communication timely and relevant, connecting messages to active community spaces where available.
• The 3-part framework: A well-structured automation sequence delivers a useful resource first, introduces a trading concept second, and covers account setup information third.
• AI copy generation: Partners can use tools like Gemini to help draft onboarding messages that follow brand tone guidelines and compliance requirements.
• Funnel monitoring: Tracking metrics such as First-Time Depositors inside the Partners Hub helps identify which part of your sequence may need improvement.

Important terms to know: 

• Affiliate marketing automation: Using software to automatically send targeted, compliant marketing messages to prospects based on specific actions they take.
• Automated onboarding sequence: A timed series of messages delivered to a newly registered user to guide them from a demo account to real account. 
• Conversational marketing: A real-time, dialogue-driven approach to communication that moves users from email into higher-engagement platforms such as community chat apps.
• Deriv partner tools: The collection of dashboard reports, tracking links, and backend resources used to monitor traffic and conversion activity.
• Compliance guardrails: Rules that prohibit income guarantees, profit promises, or lifestyle-focused claims — keeping automated content educational and professional.

How automation connects your channels

To guide a new sign-up toward becoming an active trader, it helps to connect your marketing channels into a single, consistent communication flow. Linking email notifications to community spaces reduces gaps in communication and keeps users engaged throughout the onboarding process.

Why conversational flows often outperform traditional newsletters

Understanding the differences between broadcast email and triggered conversational messaging helps partners make informed decisions about their outreach approach.

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How to build a marketing repository using Claude Code

Rather than building campaign folders and files manually, partners can use terminal-based tools like Claude Code to set up an entire campaign repository through natural language instructions. This approach helps organise your files, validate internal links, and keep your tracking parameters consistent.

Here is a practical walkthrough:

Step 1: Open Claude

Open your terminal inside your campaign workspace folder and launch the tool:

Step 2: Instruct the agent to build the infrastructure

Type your request in natural language. For example:

"Initialise a marketing project folder for my Deriv partner campaigns. Create a context/ directory to house our brand tone files, and a sequences/ directory with three separate markdown files for our automated onboarding sequence (welcome, strategy, and funding). Use British English, keep sentences under 20 words, and ensure there are no non-compliant income guarantees."

Claude Code will read your request, create the folder structure, generate the email markdown files based on your tone guidelines, and run validation checks to confirm links are intact.

Step 3: Review the generated onboarding sequence

The files created in your sequences/ directory will follow the structure below, written for straightforward delivery.

The three-message onboarding sequence

Message 1: The welcome message (send immediately)

The first message should go out as soon as a user signs up. Share any promised resource straight away and invite them to explore the community.

Subject line: Your trading journey starts here

Body: Welcome to the community! You are all set to explore our markets with a demo account. Here is your download link for the Price Action guide we mentioned. If you would like to connect with other traders and follow along with market discussions, you are welcome to join our community channel.

Message 2: The strategy introduction (send 24 hours later)

The second message focuses on education — introducing a specific feature or trading concept.

Subject line: Trading assets that are available around the clock

Body: One of the features traders explore on Deriv is derived indices — synthetic instruments that simulate real-world market movements and are available outside standard market hours. You can explore these on your demo account to get familiar with how they work before trading with real funds.

Message 3: The account funding overview (send 48 hours later)

The third message addresses a common question for users ready to move from a demo account to a real one.

Subject line: How to fund your real account

Body: When you are ready to move from your demo account to a real account, the process is straightforward. Log in to your dashboard and go to the cashier section to view the payment methods available in your region. Please note that available payment options vary by country. Trading involves risk — only deposit funds you are comfortable with.

Reviewing performance in the partner dashboard

To check whether your automation sequence is working as expected, monitor your conversion data in the Partners Hub.

• Signups are high but real accounts are low: Your welcome message may not be landing correctly, or your community links may be broken. Review and update Message 1.
• Real accounts are high but First-Time Depositors are low: Users may need clearer guidance on the account funding process. Update Message 3 with more detailed, step-by-step instructions.

Setting up an email automation sequence gives partners a way to communicate consistently with new sign-ups without relying on manual outreach. Tools like Claude Code can help build and validate these sequences quickly. Tracking key metrics in the Partners Hub allows you to identify gaps and improve your sequence over time.

To get started, open your campaign workspace, set up your project folder structure, and connect your automated messages to your tracking links.