| Email Template | Event Use | Function | B2B or B2C | Email Audience | Example (click to enlarge) |
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| Account Activation Email | When a user has been created by admin and needs to confirm registration.
| User Registration | B2B & B2C | External Who: registering user
| The email invites the user to activate their account by clicking on a link. |
Account Payment
| When a payment is made against a Customer account. | Account Payment | B2B | External | |
| Alerts | Not in use currently When the user has new alerts associated with their account. | Alerts | B2B & B2C | External | Alerts |
B2B Registration Approval Required (Previously: APR Approval Required) | For use with Auto-part registration When a B2B user registers via B2B Registration and admin needs to approve the user account. | B2B User Registration (with approval) | B2B | Internal Who: site admin | |
B2B Registration Auto Approval Email | For use with Auto-part registration When a B2B user registers and auto-approval is on. | B2B User Registration | B2B | External Who: registering user | |
B2B Registration Rejected Customer Email | Versions 4.37+ only. For use with Auto-part registration. When a B2B user registers but their company has been disabled for registration via the website. | B2B User Registration | B2B | External Who: registering user | |
B2B Registration Submitted (Previously: APR Submitted) | For use with Auto-part registration When a new user submits the B2B registration form and admin needs to approve the user account. | B2B User Registration (with approval) | B2B | External Who: registering user | 
The email acknowledges the user's registration and advises that their login is awaiting approval by an administrator. |
B2B Registration User Notification (Previously: APR User Notification) | For use with Auto-part registration When a B2B user registration has been admin-approved. | B2B User Registration (with auto-part) | B2B | External Who: new registered user | 
The email advises the user's registration has been approved and their account is active. |
B2B Registration Verification Required | When verification setting is on When a new B2B user submits the B2B registration form and the user needs to verify their email address. | B2B User Registration | B2B | External Who: registering user | |
| B2B User Creation | When a new B2B user has been created by ERP Contact Creation triggered via API or added by a site admin role.
| B2B User Creation | B2B | External Who: newly registered B2B user | |
| B2C Registration Verification Notification | When verification setting is on When a new B2C user submits the registration form and has verified their email address successfully. | B2C User Registration | B2C | External Who: user who registered | |
| B2C Registration Verification Required | When verification setting is on When B2C user registers fro an account and needs their account verified by internal staff. | B2C User Registration | B2C | Internal Who: email of team member who receives notification to verify new B2C user | |
| B2C Registration Verification User Notification | When verification setting is on When B2C user registers for an account and needs to be verified. | B2C User Registration | B2C | External Who: user who registered | |
| B2C User Creation Email | When a new B2C user has registered and email verification is off. | B2C User Registration | B2C | External Who: newly registered B2C user
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| BPAY Account Payment | For use with BPAY Payments for accounts enabled. When a user selects to pay account invoices by BPAY. | Account Payment | B2B | External Who: user entered as account contact
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This email provides the BPAY Biller Code, Reference, and payment amount. BPAY |
| BPAY Payment Detail | For use with BPAY Payments for orders enabled. When a user selects to pay by BPAY and your business BPAY details are sent to them. | Payment | B2B & B2C | External Who: purchasing user | 
This email provides the BPAY Biller Code, Reference, and total due) to the user for payment. BPAY |
| Budgets | For use with Customer or User Level Budgets When the expiry date of a user's budget reaches the set number of days to expiration.
| Budget Expiry Warning | B2B | External Who: user | 
This email contains details such as account code, budget amount, remaining amount, and expiry date. Budgets |
Budget Remaining | For use with Customer or User Budgets When the date reaches the number of days left before the end of the current budget period. | Budget Remaining | B2B | External Who: user with the budget | 
This email contains details such as account code, budget amount, and remaining amount. |
| Credit Card Account Payment | For use with credit card account payment When the user pays one or more account invoices by credit card, this is sent as the receipt.
| Account Payment | B2B | External Who: user who made payment | 
This email lists invoices paid, invoice date, and amount paid. Pay Account |
| Credit Card Expiry Notification | For use with Customer Credit Card Account Payment When the credit card stored for the customer account approaches expration. | Account Payment | B2B | External Who: user who added the credit card | |
| Credit Card Verification Order Confirmation | For use with Commerce Vision platform Credit Card Verification When an order is placed and the buyer is required to verify credit card ownership. | Payments | B2B & B2C | External Who: purchasing customer | |
| Credit Card Verification Reminder | For use with Credit Card Verification When an order is placed and the buyer has not verified credit card ownership in a set number of days. | Payments | B2B & B2C | External Who: purchasing customer | |
| Customer Quote | For use with quoting When user submits a quote. | Quoting | B2B & B2C | External Who: user who requested quote |
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| Customer Statements Available | When a new Customer Statement is available for viewing. | Account Payment | B2B | External Who: user customer entered for account notifications | 
This email includes the company name and login link. |
| EFT Account Payment | For use with EFTPOS Payments for accounts enabled. When a user selects to pay by direct debit and your business bank account details are sent to them. | Account Payment | B2B | External Who: user entered as account contact | |
| EFT Payment Detail | For use with EFTPOS Payments for orders enabled. When user selects to pay by EFT for a recently submitted order. | Ordering | B2B & B2C | External Who: ordering user | |
Expired Quote Usage Request | For use with the Quote Review page; available for Standard & Approved and Online Only modes. When a user requests the use of an expired quote | Quoting | B2B | Internal Who: email set to receive quote notifications | |
| Invitation to Account Activation | When the system detects a valid unregistered customer user integrated from the ERP and sends an email to activate online account. For Invite ERP Customer User to Register Account feature. | User Registration | B2B | External | |
| Live Quote Conversion | For use with Live Quote Conversion | Quoting | B2B | External Who: uer who requested the quote | |
| Online Quote | For use with the Online Only quote mode. When an online quote has been submitted.
| Quoting | B2B | External Who: user who submitted quote Can be cc'ed to internal email. | |
| Online Quote Cancelled | For use with the Online Only / Standard & Approved modes. When a quote is cancelled by the user.
| Quoting | B2B | External Who: user who submitted quote Can be cc'ed to internal email. | |
| EFT Payment Detail | When user selects to pay by EFT for a recently submitted order. | Ordering | B2B & B2C | External Who: ordering user | |
| Offline Order Confirmation | When an order entered in the ERP and not on the website, has been confirmed.
| Ordering (offline) | B2B | External Who: ordering user | |
| Offline Order Shipped | When an offline order has been shippted.
| Ordering (offline) | B2B | External Who: ordering user | |
| Order Approval | When order approvals is active and an order needs to be approved. Notification sent to the approver.
| Order Approval | B2B | External | 
Settings control whether the email contains the Approve & Reject buttons, or a login link to the website to action the order. Order Approvals |
| Order Approval New Approver | For use with Order Approval modes with multiple approvers. When the ordering user reselects another approver for an order on 'Awaiting Approval' status. | Order Approval New Approver | B2B | External Who: reselected approver | |
| Order Approval No Longer Required | When the order to be approved / rejected by an approver is reallocated to another approver or the order has been cancelled. | Order Approval No Longer Required | B2B | External Who: approver no longer needed | |
| Order Approval Replaced Approver | For use with Order Approval modes with multiple approvers. When the ordering user reselects an approver on 'Awaiting Approval' status.. | Order Approval Replaced Approver | B2B | External Who: original Approver to advise them that ordering user has selected another approver. | |
| Order Approved | When an order has been approved.
| Order Approvals | B2B | External Who: ordering user | |
| Order Approved Cancelled | When an approved order has been cancelled. | Order Approvals | B2B | External Who: user who placed order | |
| Order Approver Proxy Approved | When the order has been approved by a proxy and no longer requires action by the assigned approver. | Order Approvals | B2B | External Who: original approver | Order Approvals |
| Order Confirmation | When an order is placed AND confirmed by the ERP. | Ordering | B2B & B2C | External Who: ordering user | |
| Order Declined Pending 3rd Party Installment | For use with third party Buy Now, Pay Later providers, e.g., Zip When user selects the payment provider and signs up during checkout but approval is not immediately granted. Payment is declined at this stage and the order status is 'Pending'. | Payment | B2C | External Who: ordering user | |
| Order In Progress Email | For online orders only (optional) When your business wants the user to know their order is being processed (before the confirmation email is sent). Triggered by a particular order status. Enabled by Commerce Vision. | Ordering | Both | External Who: ordering user | |
| Order Placed | When an order is placed but before ERP integration, this email is sent to the Company. It contains a copy of the order before integration. | Ordering | Internal | Internal who: email set to receive order notifications | |
| Order Received | When an order has been placed but before ERP integration. | Ordering | B2B & B2C | External Who: ordering user | 
The email notifies the user that their order has been received and is currently being reviewed. It contains a copy of the order before confirmation. |
| Order Rejected | For use when third party credit card fraud check service has been implemented (4.37+) When the credit card has been rejected by the fraud check provider.
| Ordering (Credit Card Security) | B2B | External Who: ordering user | 
The email notifies the user that their order has been cancelled. |
| Order Review | For use when third party credit card fraud check service has been implemented (4.37+) When an order has been flagged for review for security reasons. | Ordering (Credit Card Security) | B2B | External Who: ordering user | |
| Order Review Rejected | For use when third party credit card fraud check service has been implemented (4.37+) When an order is rejected due to security concerns. | Ordering | B2B | External Who: ordering user
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The email notifies the user that their order has been cancelled. Credit Card Check Provider |
| Order Shipped | When a delivery order has shipped. | Order Shipped | B2B & B2C | External Who: ordering user | |
| Order Shipped Pickup Ready | When a pickup order is ready to be collected. | Order Shipped Pickup Ready | B2B & B2C | External Who: ordering user |
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| Password Recovery | When a user requests password reset by using the 'forgot password' function.
| Password Recovery | B2B & B2C | Both Who: user requesting password reset. | |
| Product Review Notification | When a user has posted a product review and admin responds to it. | Product Review | B2B & B2C | External Who: user who reviewed a product | |
| Product Subscription Card Expired | For use with Subscription Products When a user purchases a subscription product.
| Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Product Subscription Card Expiring | For use with Subscription Products When the credit card for use with subscription renewal is expiring in the set number of days.
| Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Product Subscription Expired | For use with Subscription Products When a user's subscription has expired.
| Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Product Subscription Expiring | For use with Subscription Products When a user's subscription is expiring in the number of days set to trigger a reminder email to be sent.
| Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Product Subscription Purchased | For use with Subscription Products When a user purchases a subscription product. | Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Product Subscription Renewal Failed | For use with Subscription Products When the system attempts to renew a subscription and fails.
| Subscription Products | B2B & B2C | External Who: user who tried to renew subscription | |
| Product Subscription Renewed | For use with Subscription Products When a recurring subscription is renewed by the system.
| Subscription Products | B2B & B2C | External Who: User who purchased subscription | |
| Questionnaire Results | For use with questionaires and forms When user submits a form on a Questionaire/Form page, e.g.,. Contact Us
| Questionnaire Results | B2B & B2C | Both Sent to Site Admin or internal recipient; cc'ed to user | |
| Quote Confirmation | For use with Standard & Approved and Online Only quoting modes When user requests a quote, this confirms the quote was submitted. | Quoting | B2B | External Who: user who requested the quote | 
This email uses the web quote number for reference. Quoting |
| Quote PDF File Attached | For use with Standard & Approved and Online Only quoting modes When a user submits a quote. | Quoting | B2B | Internal / External Who: user who submitted quote and internal recipient | |
| Quote Reminder | For use with Standard & Approved quote mode When a quote is due to expire within the set number of days | Quoting | B2B | External Who: user who requested the quote | |
| Registration |
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| B2B & B2C |
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| Return Request Confirmation | For use with Returns
| Returns | B2B & B2C | External Who: user who requested the return | |
| Return Review and Confirmation | For use with Returns
| Returns | B2B & B2C |
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| Return Review and Rejection | For use with Returns
| Returns | B2B & B2C |
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| Returns Order Low Value Confirmation | For use with Returns When the order request falls below the low value set and will be written off. | Returns | B2B & B2C | External Who: user who requested the return | |
| Standard Quote Submitted | For use with Standard Quote mode When a user submits a quote in Standard Quote mode. | Quoting | B2B | External Who: user who requested the quote | |
| SeoUrl Requiring Attention | For use with SEO URL Maintenance | SEO | B2B & B2C | Internal Who: email set to receive SEO URL notifications | |
| User Approval Granted | For use with User Approvals
| Users | B2B | External | |
| User Approval Rejected | For use with User Approvals | Users | B2B |
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| User Approval Request | For use with User Approvals | Users | B2B |
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| User Approval Unrejected | For use with User Approvals | Users | B2B |
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| Receipt |
| Account Payment | B2B |
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| Receipting Information | When your business sends the customer an email to advise them of outstanding orders for their account.
| Receipting Information | B2B | External Who: email set to receive customer account information | 
This email includes the customer code, order number, date, invoice number, and amounts ordered and receipted. |
| Recurring Payment |
| Payments | B2B & B2C | External Who: ordering user | |
| Registration | When a public user registers a casual B2C login.
| Registration | B2C | External | |
| Return Request Confirmation | For use with Returns When the user sends a return request and it has been received. | Order Returns | B2B & B2C | External Who: user who requested the return | |
| Return Review And Confirmation | For use with Returns When the user's return request has been reviewed and approved. | Order Returns | B2B & B2C | External Who: user who requested the return | |
| Return Review And Reject | For use with Returns When the user's return request has been reviewed and rejected. | Order Returns | B2B & B2C | External Who: user who requested the return | |
| Returns Order Confirmation | For use with Returns When the user's return has been received. | Order Returns | B2B & B2C | External Who: user who requested the return | |
| Returns Order Confirmation Low Value | For use with Returns When a return request meets the low value threshold and the order is written off instead of return approval. | Order Returns | B2B & B2C | External Who: user who requested the return | |
| Standard Quote Submitted | For use with Standard Quotes mode When a customer requests a quote on their shopping cart contents.
| Quoting | B2B | Internal Who: your Customer Service team, sales rep, or other admin | |
| Standing Order Awaiting Approval | For use with Standing Orders When a recurring order is first placed and needs approval from another customer user. | Recurring Orders | B2B | External Who: user named as approver | |
| Standing Order Awaiting Approver Selection | For use with Standing Orders When a recurring order has been placed and needs approval but an approver has not been selected. | Recurring Orders | B2B | External Who: user (creator) who placed the standing order | |
| Standing Order Changed Ownership | For use with Standing Orders When the owner of a recurring order has been changed. | Recurring Orders | B2B | External Who: old owner, new Owner, and any cc'ed Users | |
| Standing Order Due Days Notification | For use with Standing Orders When the Standing Order Due Days Notifier task is triggered that a recurring order is to be placed in a set number of days. | Recurring Orders | B2B | External Who: user who is current owner of the standing order and any cc'ed users | |
| Standing Order Expiry | For use with Standing Orders When the Standing Order Due Days Notifier task is triggered that a recurring order is to expire in a set number of days. | Recurring Orders | B2B | External Who: user who is current owner of the standing order and any cc'ed users | |
| Standing Order No Products | For use with Standing Orders When there is no stock or one or more products for a recurring order about to be placed. | Recurring Orders | B2B | External Who: user who is current owner of the standing order and any cc'ed users. | |
| Standing Order Over Budget | For use with Standing Orders When repricing or readjustments will result in a breach of the user or customer's budget when the order is next placed. | Recurring Orders | B2B | External Who: user who is current Owner of the standing order and any cc'ed users. | |
| Stock Available Notify | When a user selects 'Notify Me' in cart to receive notifcation when an out-of-stock item is back in stock | Stock Alert | B2B & B2C | External Who: user who requested notification | |
| User Approval Granted | When a new B2B user is approved for online access. | User Approval | B2B | External Who: user who registered for online access | |
| User Approval Rejected | When the user requesting web access has been denied.
| User Approval | B2B | External Who: user who requested registration | 
This email includes the name and email address of the approving / rejecting user administrator. |
| User Approval Request | When a new user requests web access.
| User Approval | B2B | Who: designated B2B Admin user | 
This email includes details of the new user and directs the administrator to login and approve or reject. |
| User Approval Unrejected | When a previously rejected B2B user is granted web access.
| User Approval | B2B | Who: designated B2B Admin user | 
This email includes details of the new user and directs the administrator to login and update access levels if required. |
| User Exists | For use with User Debtor Integration When a user after integration already has an existing account.
| User Debtor | B2C | External Who: newly integrated user debtor from Pronto | 
This email advises the user that they already have an online account and includes the username. |
User Debtor New User (Previous name: User for Customer Registration) | For use with User Debtor Integration Sent to the new user after they have made a purchase in store and, as a result, been registered for a web account.
| User Debtor
| B2C | External Who: new user | 
This email is the user registration confirmation email. |
User Debtor Warning / Error (Previous name: User for Customer Warnings) | For use with User Debtor Integration When there is a conflict or duplication of users or accounts beween the ERP and online. | User Debtor | B2C | Internal Who: Customer service team or other site admin
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