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ID317 - Payment Notifications Overview & Sample:

Combined with the payment portal ID669, this process will send email notifications to your customers

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

Combined with the payment portal ID669, this process will send email notifications to your customers.
There are 5 different notifications: Payment Successful, Payment Failed, New Auto Pay Created, Auto Pay Expiring and Credit Card used for Auto Pay is set to expire.

 

Run Schedule:  N/A

Type of Output: Email

 

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Sample

Sample

1.  Email to Customer after Successful Payment (can be customized with your logo and whatever verbiage you like):

Email Subject Line - Payment Receipt

Payment Receipt.jpg

2.  Email to Customer after Payment Failure (can be customized with your logo and whatever verbiage you like):

Payment Failure.jpg

3.  Email to Customer after Auto Pay Creation  (can be customized with your logo and whatever verbiage you like):

Autopay Created.jpg

4.  Email to Customer when the Credit Card used for Auto Pay is set to Expire (can be customized with your logo and whatever verbiage you like):

Auto Pay Set to Expire.jpg

5.  Email to Customer when Auto Pay Scheduled to End (can be customized with your logo and whatever verbiage you like):

Autopay set to end soon.jpg

 

 

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Variables

Variables

There are no variables for this process

 

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Alert Functionality

Alert Functionality

1. Combined with the Payment Portal, this process will email one of five different notifications to your customers.

2. We will set this alert up in test mode first as it is a customer facing alert for you. While in test mode, alert will only send to any email(s) listed on the to/cc/bcc of your alert subscription

 

 

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Best Practices & Tips

Best Practices & Tips

1. Consider the FROM email on your alert subscription since this will be sending to your Customers. We suggest using an email like accountsreceivable@, so should your customer reply to the email, your staff will receive. You can change on subscription, BUT FIRST check with your IT Department to ensure ceojuice user has permissions to "send as" (not on behalf of) the email address listed here on your subscription (otherwise emails won't actually get to your customers and we have no way of knowing that is happening). Then let us know so we can test to make sure.

CLICK HERE for instructions on needed permissions for ceojuice user.

Send From.PNG

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Related Alerts

Related Alerts

ID669 - Payment Process

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