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Template Name | Use | Audience | Sample | ||
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Alerts | Sent to the user when they have new alerts associated with their account. | B2B | |||
APR Approval Required | Sent to the site Administrator when a user registers via B2B Registration and needs to have their login approved. | Internal | |||
APR Submitted | Sent to the user after they have submitted the B2B registration form. This email acknowledges their registration and advises that their login is awaiting approval by an administrator. | B2B | |||
APR User Notification | Sent to the newly approved user once their B2B Registration is complete. This email advises that their account has been approved and is active, and confirms their user name. | B2B | |||
B2B User Creation | The new user registration email sent to B2B users who are created by a site administrator (rather than registering themselves online). | B2B | |||
BPAY Payment Detail | Provides BPAY details (Biller Code, Reference, order total) so the user can pay for their recently submitted order. | B2B & B2C | |||
Budget Expiry Warning | Sent to the user when the expiry date for their budget is near. This email contains details such as account code, budget amount, remaining amount, and expiry date. | B2B | |||
Budget Remaining | Sent to the user to advise the amount remaining in their budget for the current period. This email contains details such as account code, budget amount, and remaining amount. | B2B | |||
Customer Statements Available | Advises that a new Customer Statement is available to view. Includes company name and login link. | B2B | |||
EFT Payment Detail | Provides EFT payment details so the user can pay for their recently submitted order. | B2B & B2C | |||
Offline Order Confirmation | The order confirmation email sent for offline orders (i.e. not originating from the website, but keyed directly into the ERP). For use with Offline Order Emails. | B2B | |||
Offline Order Shipped | The order shipped email sent for offline orders (i.e. not originating from the website, but keyed directly into the ERP). For use with Offline Order Emails. | B2B | |||
Order Approval Email | Sent to the Approver to advise that an outstanding order requires their approval. Depending on site configuration, the email will either contain the Approve & Reject buttons, or a link to the website with a prompt to login and action the order. | B2B | | ||
Order Approval New Approver | Sent to the newly selected Approver for an order that is still on 'Awaiting Approval' status. | B2B | | ||
Order Approval No Longer Required | B2B | ||||
Order Approval Replaced Approver | Sent to the original Approver to advise that the user has selected a new Approver for an order that is still on 'Awaiting Approval' status. | B2B | |||
Order Approved | Sent to the user to advise that their order has been approved. | B2B | |||
Order Approver Proxy Approved | Sent to the user to advise that their order has been approved by a Proxy. | B2B | |||
Order Confirmation | Sent to the user to confirm that their order has been received by the system. | B2B | |||
Order Placed | Sent to the Customer Service team or other admin when a customer places an order online. | Internal | |||
Order Received | This email is in addition to the standard Order Confirmation email, and is sent as a reassurance that the order has been sent from the website successfully. | ||||
Order Rejected | Sent to the user to advise that the Approver has rejected their order. | B2B | |||
Order Shipped | Sent to the user to advise that their online order has been dispatched. | B2B & B2C | |||
Order Shipped Pickup Ready | Sent to the user to advise that their online pickup order is ready to be collected from the store location. | B2B & B2C | |||
Password Recovery | The 'forgot password' email sent to the user, containing the password reset message and link. | B2B & B2C | |||
Questionnaire Results | The response to a web form (e.g. 'Contact Us'), sent to the site Administrator (or other internal recipient). | Internal | |||
Quote Confirmation | Sent to the user who requests a quote at checkout. This email follows the format of the Order Confirmation email, but inserts the word 'quote' and uses the web quote number for reference. | B2B | |||
Receipting Information | |||||
Standard Quote Submitted | Sent to your Customer Service team, sales rep, or other admin when a customer requests a quote on their shopping cart contents. | Internal | |||
User Approval Granted | ? This email is triggered when a new B2B user is approved for web access. | B2B | | ||
User Approval Rejected | Sent to the rejected user when their web access request has been denied. This email includes the name and email address of the approving / rejecting user administrator. | B2B | |||
User Approval Request | Sent to the designated B2B User Admin when a new user requests web access. This email includes details of the new user and directs the administrator to login and approve or reject. | B2B | |||
User Approval Unrejected | Sent to the designated B2B User Admin when a previously rejected B2B user is granted web access. This email includes details of the new user and directs the administrator to login and update access levels if required. | B2B | |||
User Exists | Sent to an existing user to advise that they already have an online account. Includes the user's loginuser name. For use with User Debtor Integration. | B2C (occasionally B2B) | | ||
User For Customer Registration | Sent to the new user after they have made a purchase in store and, as a result, been registered for a web account. For use with User Debtor Integration. | B2C (occasionally B2B) | |||
User For Customer Warnings | Sent to the Customer Service team or other admin when there is a conflict or duplication beween the ERP and the web re: users or accounts. For use with User Debtor Integration.
| Internal |
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