templates
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templates [2014/10/10 08:20] Lisa Adams created |
templates [2014/10/22 10:22] Lisa Adams |
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| - | **Setup > Messaging > Templates** | + | ===== Welcome Templates ===== |
| - | ===== Welcome Messages ===== | + | [[https://billing.snapbill.com/setup/messaging/templates/welcome|Setup > Messaging > Templates]] |
| - | Functions to set: | + | ==== Welcome Messages ==== |
| + | |||
| - | * Template: Client Added (New Clients) - Email/SMS | + | ^ Function ^ Sub-Functions ^ Description ^ |
| - | * Template: User Welcome Email (User added to an account) - Email | + | | 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 | | ||
| - | ===== Past Due Warnings ===== | ||
| - | Functions to set: | + | ==== Past Due Warnings ==== |
| - | * Template: Initial warning (sent after account is unpaid for a while) - Email/SMS | + | ^ Function ^ Sub-Functions ^ Description ^ |
| - | * Template: Final warning (usually 24 hours before suspend) - Email/SMS | + | | Template: Initial warning | Email/SMS | Sent after account is unpaid for a while | |
| - | * Template: Account suspended - Email/SMS | + | | Template: Final warning | Email/SMS | Usually 24 hours before suspend | |
| + | | Template: Account suspended | Email/SMS | Notification that account is suspended | | ||
| - | ===== Debit Batch ===== | + | ==== Debit Batch ==== |
| - | Functions to set: | + | ^ 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: Bounced payments | Email/SMS | Sent when a payment is marked as bounced | | ||
| - | * Template: Client added to batch (sent as the client is added to a batch - before it is submitted) - Email/SMS | ||
| - | * Template: Bounced payments (sent when a payment is marked as bounced) - Email/SMS | ||
templates.txt · Last modified: 2014/11/04 11:42 by Lisa Adams
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