Customer-Related Emails
Field | Scope | Description |
---|---|---|
Default ‘Sales Rep Assigned’ Email | Store View | The email template that is used by default when a sales representative is assigned to a company account. This email is sent to the sales representative and to the company administrator. Default template: Sales Representative Assigned to Company |
Default ‘Assign Company to Customer’ Email | Store View | The email template that is used by default when an individual customer account is assigned to a company account. This email is sent to the customer only. Default template: Assign Company to Customer |
Default ‘Assign Company Admin’ Email | Store View | The email template that is used when a company administrator is assigned to a company. This email is sent to the sales representative and to the company administrator. Default template: Assign Company Admin |
Default ‘Company Admin Inactive’ Email | Store View | The email template that is used by default when the status of the person who serves as the company administrator is changed to “Inactive”. The system sends email notification of the change to the new and former company administrators. Default template: Company Admin Set Inactive |
Default ‘Company Admin Changed to Member’ Email | Store View | The email template that is used by default when the former company administrator becomes a company member. The email is sent to the company member only. Default template: Company Admin Changed to Member |
Default ‘Customer Status Active’ Email | Store View | The email template that is used by default when the status of a customer becomes active. This email is sent to the customer only. Default template: Customer Status Active |
Default ‘Customer Status Inactive’ Email | Store View | The email template that is used by default when the status of a customer becomes inactive. This email is sent to the customer only. Default template: Customer Status Inactive |
Company Status Change
Field | Scope | Description |
---|---|---|
Company Status Change Email Recipient | Store View | The store contact that is notified whenever the status of a company changes. Options: General Contact / Sales Representative / Customer Support / Custom Email 1 / Custom Email 2 |
Send Company Status Change Email Copy To | Store View | The email address of each person who is to receive a copy of the company status change notification. Separate multiple email addresses with a comma. |
Send Email Copy Method | Store View | The email method that is used to send the copy of the status change notification. Options: Bcc / Separate Email |
Default "Company Status Change to Active 1’ Email | Store View | The email template that is used when the status of a company changes from Pending Approval to Active. Default template: Company Status Active 1 |
Default ‘Company Status Change to Active 2’ Email | Store View | The email template that is used by default when the status of a company changes from Rejected or Blocked to Active. Default template: Company Status Active 2 |
Default ‘Company Status Change to Rejected’ Email | Store View | The email template that is used by default when the status of a company changes to Rejected. Default template: Company Status Rejected |
Default ‘Company Status Change to Blocked’ Email | Store View | The email template that is used by default when the status of a company changes to Blocked. Default template: Company Status Blocked |
Default ‘Company Status Change to Pending Approval’ Email | Store View | The email template that is used by default when the status of a company changes to Pending Approval. Default template: Company Status Pending Approval |