A Template Class is a form of outbound communication that may be sent to an account holder notifying them of any updates or changes to their account, in addition to any account issues. Examples include:
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Template Class Descriptions
Template Class Descriptions
Table of contents
Overview
- An account activation email that is sent to customers notifying them that their account is active.
- An account welcome email that is sent to new customers.
- A credit card expiry email that prompts customers to update the credit card information that they have on file.
Template Class Descriptions
You can select the desired template class from the Template Class dropdown on the Create New Notification Template Group screen.
Note: For instructions on creating a new Notification Template Group, refer to the Create a Notification Template Group article.
The table below describes the different types of template classes that are available:
|
Class Name |
Description |
|---|---|
|
Account Activation |
Notifies customers that their new account requires confirmation to activate. |
|
Account Termination |
Notifies customers when their account has been terminated. |
|
Account Welcome |
Notifies customers that their account has been successfully created. |
|
Contract Expiry/Renewal |
Notifies customers of an impending expiry of an existing service plan contract. |
|
Credit Card Expiry |
Notifies customers that their primary credit card on file has an expiry date in the near future. |
|
Electronic Collection Attempt |
Notifies customers of the status of an attempt to collect funds against an electronic form of payment. |
|
Invoice |
Prompts the customer to make a payment by sending an invoice. |
|
MTD Usage Threshold Over |
Notices that threshold for account-holder notification of unbilled month-to-date usage has been crossed over. |
|
MTD Usage Threshold Under |
Notices that threshold for account-holder notification of unbilled month-to-date usage has been crossed under. |
|
Non Electronic Payment |
Notifies customers that a non-electronic payment was made. |
|
PTD Usage Threshold Over |
Notices that the threshold for account-holder notification of unbilled period-to-date usage has been crossed over. |
|
PTD Usage Threshold Under |
Notices that the threshold for account-holder notification of unbilled period-to-date usage has been crossed over. |
|
Password Reminder/Reset |
Notifies customers of a recent change to their password. |
|
Service Plan Change |
Notifies customers of a recent change to their master service plan. |
|
Supplemental Service Plan Change |
Notifies customers of a change to their supplemental service plan. |
|
Unapplied Service Credit Usage Threshold Over |
Notices that the threshold for account-holder notification of unbilled period-to-date usage has crossed over the account's current total available unapplied service credit amount. |
|
Unapplied Service Credit Usage Threshold Under |
Notices that the threshold for account-holder notification of unbilled period-to-date usage has crossed under the account's current total available unapplied service credit amount. |
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