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Template Class Descriptions

Overview

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:

  • 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

ARC Resource Threshold Warning

Notifies customers that an ARC resource balance is near its designated "threshold warning" level.

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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Last modified
15:19, 31 Jan 2017

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