Customer-Related Emails

FieldScopeDescription
Default ‘Sales Rep Assigned’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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

Company Status Change

FieldScopeDescription
Company Status Change Email RecipientStore ViewThe 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 ToStore ViewThe 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 MethodStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe 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’ EmailStore ViewThe email template that is used by default when the status of a company changes to Pending Approval. Default template: Company Status Pending Approval