This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
templates [2014/10/22 08:59] Jaco van Wyk |
templates [2014/11/04 11:42] (current) Lisa Adams |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | **Setup > Messaging > Templates** | + | ===== Welcome Templates ===== |
| - | ===== Welcome Messages ===== | + | [[https://billing.snapbill.com/setup/messaging/templates/welcome|Setup > Messaging > Templates]] |
| + | ==== Welcome Messages ==== | ||
| + | |||
| ^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
| - | | Template: Client Added (New Clients) | Email/SMS | Email sent to new clients | | + | | Template: Client Added (New Clients) | Email/SMS | Email sent to new clients. | |
| - | | Template: User Welcome Email (User added to an account) | Email | Email sent when a user is given for the client area | | + | | Template: User Welcome Email (User added to an account) | Email | Email sent when a user is given for the client area . | |
| - | ===== Past Due Warnings ===== | + | ==== Past Due Warnings ==== |
| ^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
| - | | Template: Initial warning | Email/SMS | Sent after account is unpaid for a while | | + | | Template: Initial warning | Email/SMS | Sent after account is unpaid for a while. | |
| - | | Template: Final warning | Email/SMS | Usually 24 hours before suspend | | + | | Template: Final warning | Email/SMS | Usually 24 hours before suspend. | |
| - | | Template: Account suspended | Email/SMS | Notification that account is suspended | | + | | Template: Account suspended | Email/SMS | Notification that account is suspended. | |
| - | ===== Debit Batch ===== | + | ==== Debit Batch ==== |
| ^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
| - | | Template: Client added to batch | Email/SMS | Sent as the client is added to a batch - before it is submitted | | + | | Template: Client added to batch | Email/SMS | Sent as the client is added to a batch - before it is submitted. | |
| - | | Template: Bounced payments | Email/SMS | Sent when a payment is marked as bounced | | + | | Template: Bounced payments | Email/SMS | Sent when a payment is marked as bounced. | |