This process works in conjunction with the customer payment portal ID669 to send notifications to your customers regarding transactions they've made in the portal.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Combined with the payment portal ID669, this process will send email notifications to your customers regarding transactions for their account in the payment portal. There are 5 different notifications that this process will send; Payment Successful, Payment Failed, New Auto Pay Created, Auto Pay Expiring and Credit Card used for Auto Pay is set to expire.
Before you go live with this process 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 send the actual notification emails to only any email(s) listed on the to/cc/bcc of your alert subscription and will not go out to your customers.
Run Schedule: N/A
Type of Output: Email
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Sample
Sample
All emails to your customers can be customized with your logo and whatever verbiage you like, just let us know what you want.
1. Email to Customer after Successful Payment:
Email Subject Line - Payment Receipt
2. Email to Customer after Payment Failure:
3. Email to Customer after Auto Pay Creation:
4. Email to Customer when the Credit Card used for Auto Pay is Set to Expire:
5. Email to Customer when Auto Pay Scheduled to End:
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Variables
Variables
This process has no variables.
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Alert Functionality
Alert Functionality
This process is linked to the ID669 payment portal and will issue the notification emails to your customer contacts depending on what occurs within the portal. See below for an overview of which contacts will receive these notices and what's required for them to receive them. For more details on the actions taken within the payment portal, see here for how your customers use the portal.
Email to Customer after Successful or Failed Payment
- Customer uses a 1-time payment link to pay an invoice (not logged in to the portal). When completing the payment, they enter their email address into the form. Once the payment is made, this process will email the notification to the email entered on the form.
- Customer logs into the portal and pays 1 or multiple invoices.
Email to Customer after Auto Pay Creation, Notice of Auto Pay Scheduled to End or Credit Card Used for Auto Pay is Set to Expire
- The user that created the auto pay will have their email address associated with the auto pay because their email is linked to their user account.
- You can see who will receive the auto pay notices by click the "auto-pays" option from the dropdown in the upper right hand corner in the portal and searching by their email or customer name.
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Best Practices & Tips
Best Practices & Tips
Consider the FROM email on your alert subscription since this will be sending to your customers. We suggest using an email like accountsreceivable@yourcompany.com, so should your customer reply to the email, your staff will receive. You can change the from email on the CEO Juice subscription website, BUT FIRST check with your IT Department to ensure ceojuice user has permissions to "send as" (not on behalf of) the email address you add on the subscription to send from. If the "send as" rights aren't enabled, emails will not send to your customers, and we have no way of knowing that is happening. CLICK HERE for instructions on needed permissions for ceojuice user that you can give to your IT.
Where to change in the subscription website:
Log in to CEO Juice website and find the ID317 subscription. On the Details tab of the subscription you'll see the Send From area. Update email there and click Save.
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Related Alerts
Related Alerts
ID669 - Online Payment Process
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