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templates [2014/10/17 13:53] Lisa Adams |
templates [2014/11/04 11:42] (current) Lisa Adams |
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- | **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. | |