2013-2Q (v002): How to Change Default Email Text

Below are the details that are required to build your own SAND and auto-payment failure notification emails. The variables are added to the templates with the % sign wrapping them. 

To supply custom text for the SAND system emails, do the following:
  1. Go to the Settings tab at the top of the page and select Modify WISP from the drop down menu.(Fig. 1-1)
Fig. 1-1
  1. Scroll down to the Sub-heading "Operator Emails". (Fig. 1-2)
  2. In the "New Type" field enter the name of the email that text is being provided for (e.g. sand_invoice_email_date_1).  (You must use one of the types provided in this document.  Note that "invoice" is the valid invoice type.  "Test invoice" will not make any changes for example.) (Fig. 1-2)
  3. Click "Add new type(Fig. 1-2)
  4. If multiple email types have been added, select the appropriate one from the "Type" dropdown (Fig. 1-2)
  5. Edit "Subject" and "Body" to add desired text using variables from the samples below (Fig. 1-2)
  6. Scroll to the top/bottom of the page and click "Update WISP" to confirm your template changes

Fig. 1-2

%EMAIL_FOOTER% 
<Operator Name>
<Address>
Email: <email>
Phone: <Phone>
Mobile: <mobile>
Fax: <fax>
WWW: <website>

For the EMAIL_FOOTER variable, all the details in the opening and closing brackets (< >) are pulled from the WISP details as seen in Fig. 1-3.


Fig. 1-3: WISP Details



customer_portal_login

Subject -  %OPERATOR_NAME% Customer Portal - User Login

Body - Welcome to the Customer Portal for \%OPERATOR_NAME\%,

Your login URL is:

%CUSTOMER_PORTAL_URL%

Here are your user details:

%LOGIN_DETAILS%

____________________________________

%EMAIL_FOOTER%

sand_invoice_email_date_1

Subject -  %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% Payment Request

Body - Dear Customer,

This is an email notification to say that payment on your account is now due. Should payment not be received within the next [14] days, your service will be disconnected. If you have any questions with respect to this email, please contact the accounts department at %OPERATOR_EMAIL_ACCOUNTS%.

%EMAIL_FOOTER% 

 

sand_invoice_email_date_2

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% Payment Request

Body - Dear Customer,

This is an email notification to say that payment on your account is now due. Should payment not be received within the next [7] days, your service will be disconnected. If you have any questions with respect to this email, please contact the accounts department at %OPERATOR_EMAIL_ACCOUNTS%.

%EMAIL_FOOTER%

 

sand_invoice_disconnection_date

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% Disconnect Notification

Body - Dear Customer,

This is an email notification to say that payment has not been received for this account. Your service has been disconnected. Please contact us to settle the outstanding amount and discuss reconnection.

%EMAIL_FOOTER%


sand_invoice_throttling_date

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% Disconnect Notification

Body - Dear Customer,

This is an email notification to say that payment has not been received for this account. Your service has been limited. Please contact us to settle the outstanding amount and discuss restoring your service.

%EMAIL_FOOTER%


lodgement_failure_email_1

Subject - [%OPERATOR_NAME%] Accounts Dept: [%CUSTOMER_NAME%] Payment Request

Body - Dear Customer,

This is an email notification to say that payment on your account is now due. Should payment not be received within the next days, your service will be disconnected.

If you have any questions with respect to this email, please contact the accounts department at [\%OPERATOR_EMAIL_ACCOUNTS\%].

%EMAIL_FOOTER%


lodgement_failure_email_2

Subject - [%OPERATOR_NAME%] Accounts Dept: [%CUSTOMER_NAME%] Payment Request

Body - Dear Customer,

This is an email notification to say that payment on your account is now due. Should payment not be received within the next days, your service will be disconnected.

If you have any questions with respect to this email, please contact the accounts department at [\%OPERATOR_EMAIL_ACCOUNTS\%].

%EMAIL_FOOTER%


lodgement_failure_email_3

Subject - [%OPERATOR_NAME%] Accounts Dept: [%CUSTOMER_NAME%] Payment Request

Body - Dear Customer,

This is an email notification to say that payment on your account is now due. Should payment not be received within the next days, your service will be disconnected.

If you have any questions with respect to this email, please contact the accounts department at [\%OPERATOR_EMAIL_ACCOUNTS\%].

%EMAIL_FOOTER%


lodgement_failure_disconnection

Subject - [%OPERATOR_NAME%] Accounts Dept: [%CUSTOMER_NAME%] Disconnect Notification

Body - Dear Customer,

This is an email notification to say that payment has not been received for this account. Your service has been disconnected.

Please contact us to settle the outstanding amount and discuss reconnection.

%EMAIL_FOOTER%

                                   

sand_traffic_email_treshold_1

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of CAP exceeded

Body - Dear Customer,

This is an email notification to say that you have reached %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of your monthly usage (CAP) allowance. Traffic usage to date: %SAND_CUSTOMER_TRAFFIC_AMOUNT% GB

%EMAIL_FOOTER%

                               

sand_traffic_email_threshold_2

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of CAP exceeded

Body - Dear Customer,

This is an email notification to say that you have reached %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of your monthly usage (CAP) allowance.  Traffic usage to date: %SAND_CUSTOMER_TRAFFIC_AMOUNT% GB

%EMAIL_FOOTER%

 

sand_traffic_disconnection_threshold

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of CAP exceeded

Body - Dear Customer,

This is an email notification to say that you have exceeded your %CALCULATION_PERIOD%ly usage (CAP) allowance on account %CUSTOMER_NAME%. Traffic usage to date: %SAND_CUSTOMER_TRAFFIC_AMOUNT% GB

                %EMAIL_FOOTER%

 

sand_traffic_overage_threshold

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of CAP exceeded

Body - Dear Customer,

This is an email notification to say that you have exceeded your %CALCULATION_PERIOD%ly usage (CAP) allowance on account %CUSTOMER_NAME%. Traffic usage to date: %SAND_CUSTOMER_TRAFFIC_AMOUNT% GB

                %EMAIL_FOOTER%

sand_traffic_throttling_threshold

Subject - %OPERATOR_NAME% Accounts Dept: %CUSTOMER_NAME% %SAND_CUSTOMER_TRAFFIC_TRESHOLD%% of CAP exceeded

Body - Dear Customer,

This is an email notification to say that you have exceeded your %CALCULATION_PERIOD%ly usage (CAP) allowance on account %CUSTOMER_NAME%. Traffic usage to date (throttling): %SAND_CUSTOMER_TRAFFIC_AMOUNT% GB

                %EMAIL_FOOTER%

 

auto_payment_failure

Subject -     [%OPERATOR_NAME%] Accounts Dept: [%CUSTOMER_NAME%] auto-payment failed
Body    -       Dear Customer,
                    This is an email notification to say that the auto payment process for your account has failed. Please find more details below:

                    Customer: %CUSTOMER_NAME%
                    Invoicing ID: %CUSTOMER_INVOICINGID%
                    Invoice(s): %INVOICEID%
                    Amount: %INVOICE_AMOUNT%
                    %PAYMENT_TYPE% payment was DECLINED.
                    ERROR: %PAYMENT_ERROR%

                    %EMAIL_FOOTER%


auto_payment_receipt 

Subject -     Customer: [%CUSTOMER_NAME%] - %CUSTOMER_INVOICINGID% - %PAYMENT_TYPE% Invoice Payment - %INVOICE_AMOUNT%
Body    -       Dear Customer,
                    The attached receipt(s) are for the invoices paid off by your payment.

                    %EMAIL_FOOTER%


payment_receipt_email

Subject -     Customer: %CUSTOMER_NAME% - %CUSTOMER_INVOICINGID% - Payment made - %PAYMENT_AMOUNT%
Body    -       Dear Customer,
                    The attached receipt(s) are for the payment made.

                    %EMAIL_FOOTER%


auto_cc_expiry_notification

Subject -     Credit Card Expiry Alert
Body    -      Dear %CUSTOMER_NAME%,

Your credit card used for auto payment is due to expire in one month or has already expired.
Please, contact us or login to the customer portal and provide us with updated credit card details.

Account ID: %CUSTOMER_INVOICINGID%
Username: %PORTAL_USERNAME%
Name: %CUSTOMER_NAME%
Address: 
%STEET%
%STREET_2%
%CITY%
%STATE%
%ZIP%

Please, do not include any Credit Card information in replies to this email.

____________________________________

%EMAIL_FOOTER%


eup_payment_notification

Subject -     [%OPERATOR_NAME%] End User Portal payment notification - %CUSTOMER_NAME%

Body    -     

Folks,

This is an email notification to say that your Customer made an End User Portal payment
Below are the details of the payment transaction:

Customer Invoicing ID:		%CUSTOMER_INVOICINGID%
Customer Name: %CUSTOMER_NAME% Amount Paid:         %PAYMENT_AMOUNT% Transaction Reference: %TRANSACTION_REFERENCE% %METHOD% Details: %TYPE% - %CC_EXPIRATION% ***%LAST4% - %OWNER_NAME% %EMAIL_FOOTER%


eup_autopayment_signup_notification

Subject -     [%OPERATOR_NAME%] End User Portal payment notification - %CUSTOMER_NAME%

Body    -     

Folks,

This is an email notification to say that your Customer made an End User Portal payment
Below are the details of the payment transaction:

Customer Invoicing ID:		%CUSTOMER_INVOICINGID%
Customer Name: %CUSTOMER_NAME% %METHOD% Details: %TYPE% - %CC_EXPIRATION% ***%LAST4% - %OWNER_NAME% %EMAIL_FOOTER%

eup_data_purchase

Subject -     [%OPERATOR_NAME%] End User Portal data purchase notification - %CUSTOMER_NAME%

Body    -     

Folks,

This is an email notification to say that bandwidth data was purchased through End User Portal
Below are the details of the purchase:

Customer Invoicing ID:		%CUSTOMER_INVOICINGID%
Customer Name: %CUSTOMER_NAME% Product:                                    %PRODUCT_DESCRIPTION%
Data Purchased:                        %TRAFFIC_DATA% GB
Price:                                        %FULL_PRICE%
Charge Type:                              %PAYMENT_OPTION%
 %EMAIL_FOOTER%

customer_visit_notification_email

Subject -     [%OPERATOR_NAME%] Customer Appointment Notification - %CUSTOMER_NAME%

Body    -     

Dear %CUSTOMER_NAME%,

This is an email notification to remind you about the appointment scheduled to perform the following work:
%TICKET_TITLE%

Our Installer %ASSIGNED_INSTALLER% will visit you at your premises at %TIME_SCHEDULED%

If you want to cancel the meeting please let us know.

Best Regards,
-------------------------------------------------
%EMAIL_FOOTER%

customer_statement_email

Subject -     [%OPERATOR_NAME%] Customer Statement - %CUSTOMER_NAME%

Body    -     

Dear Customer, 
          Attached, please find a current statement from our accounting department.

          Kind Regards,
-------------------------------------------------
%EMAIL_FOOTER%


maintenance_email


Subject -     [%OPERATOR_NAME%] Maintenance Issue - %CUSTOMER_NAME%

Body    -     

    Dear %CUSTOMER_NAME%,

    There has been maintenance issue reported:
    STATUS:    %STATUS%'
    TITLE:     %MAINTENANCE_TITLE%

    ************DESCRIPTION************
    %MAINTENANCE_DESCR%


    ************RESOLUTION************

    %MAINTENANCE_RES%

    Best Regards,
    %EMAIL_FOOTER%


quote_email

Subject -     Customer: %CUSTOMER_NAME% - %CUSTOMER_INVOICINGID% - Quote

Body    -     

Dear Customer, 
          Attached is a quote generated on XXXX-XX-XX
-------------------------------------------------
%EMAIL_FOOTER%


maintenance_operator_update 

Subject -     %CUSTOMER_NAME%, %CUSTOMERID% - %TITLE%
Body    -       

Queue:      L1

Subject:    %CUSTOMER_NAME%, %CUSTOMERID% - %TITLE%
Requestor: %CUSTOMER_EMAIL%
AdminCc: %ADMIN_EMAIL%


DESCRIPTION:
%ISSUEDESCRIPTION%


RESOLUTION:

%RESOLUTION%



invoice 

Subject -     *NAME* (*DATE*) - *OPERATOR* - Invoice for Broadband Services
Body    -       Dear Customer,
                    Attached, please find an invoice for our broadband services.

                    Kind Regards,
                    -----------------------------------------------------------
                    *OPERATOR DETAILS*



Note - The invoice email does not support variables at this time so updated text would be static and can't be personalized.

Note 2 - The ability to use some of the variables on invoice email template has been enabled. However in order to keep backward compatibility it can only be enabled per request. If you wish to use more flexible invoice email template contact support@azotel.com

Possible Variables for use in subject/body

%DATE%

%EMAIL_FOOTER%

%OPERATOR_NAME%

%OPERATOR_NICKNAME% 

%OPERATOR_EMAIL%  

%OPERATOR_EMAIL_ACCOUNTS%

%OPERATOR_EMAIL_SUPPORT%

%CUSTOMER_NAME%

%CUSTOMER_NICKNAME%

%CUSTOMER_INVOICINGID%

%CUSTOMER_EMAIL%

%SAND_CUSTOMER_TRAFFIC_AMOUNT%

%SAND_CUSTOMER_TRAFFIC_LIMIT%

%SAND_CUSTOMER_TRAFFIC_TRESHOLD%

%INVOICEID%                   (only for auto_payment_failure)

%INVOICE_AMOUNT%      (only for auto_payment_failure & auto_payment_receipt & SAND lodgement failure & payment_receipt_email)

%INVOICE_NUMBER%    (only for SAND lodgement failure)

%LODGEMENT_FAILURE_1_DATE%    (only for SAND lodgement failure)

%LODGEMENT_FAILURE_2_DATE%    (only for SAND lodgement failure)

%LODGEMENT_FAILURE_3_DATE%    (only for SAND lodgement failure)

%LODGEMENT_DISCONNECTION_DATE%    (only for SAND lodgement failure)

%PAYMENT_DATE%       (only for SAND lodgement failure)

%PAYMENT_TYPE%        (only for auto_payment_failure & auto_payment_receipt & payment_receipt_email)

%PAYMENT_ERROR%     (only for auto_payment_failure)

%CAP_OVERAGE%        - Traffic CAP coming from overage top-ups

%CAP_SUBSCRIPTION%    - Traffic CAP coming from subscriptions

%PORTAL_USERNAME%  (only available for auto_cc_expiry_notification)

%STREET%                       (only available for auto_cc_expiry_notification)

%STREET_2%                   (only available for auto_cc_expiry_notification)

%CITY%                            (only available for auto_cc_expiry_notification)

%COUNTRY%                   (only available for auto_cc_expiry_notification)

%ZIP%                              (only available for auto_cc_expiry_notification)

%STATE%                         (only available for auto_cc_expiry_notification)

%PAYMENT_AMOUNT%   (only available for payment_receipt_email & eup_payment_notification)

%METHOD%                    "Credit Card" or "Bank Account" depending on payment method used (only available for eup_payment_notification && eup_autopayment_signup_notification)
%TRANSACTION_REFERENCE%   (only available for eup_payment_notification && eup_autopayment_signup_notification)
%TYPE%                         Credit Card Type (e.g. Visa, MasterCard) or Bank Account Type (e.g. savings, checking) depending on payment method used (only available for eup_payment_notification && eup_autopayment_signup_notification)
%CC_EXPIRATION%       Credit Card Expiration Date (only available for eup_payment_notification && eup_autopayment_signup_notification)
%LAST4%            Last four digits of Credit Card or Bank Account Number depending on payment method used (only available for eup_payment_notification 
&& eup_autopayment_signup_notification
)

%OWNER_NAME%        Credit Card holder name or Bank Account Name depending on payment method used (only available for eup_payment_notification 
&& eup_autopayment_signup_notification
)


%ASSIGNED_INSTALLER% (only for customer_visit_notification_email)
%TICKET_TITLE% (only for customer_visit_notification_email)
%TIME_SCHEDULED% (only for customer_visit_notification_email)
%TRACKING_NOTE% (only for customer_visit_notification_email)
%DATE_SCHEDULED% (only for customer_visit_notification_email)
%HOUR_SCHEDULED_24% (only for customer_visit_notification_email)
%HOUR_SCHEDULED_12% (only for customer_visit_notification_email)
%DAY_OF_A_WEEK% (only for customer_visit_notification_email)
%CONFIRMATION_CODE% (only for customer_visit_notification_email)
%CANCEL_CODE% (only for customer_visit_notification_email)
%CONFIRMATION_CODE% (only for customer_visit_notification_email)
%CONFIRMATION_CODE% (only for customer_visit_notification_email)
%CONFIRMATION_CODE% (only for customer_visit_notification_email)

Only for maintenance_operator_update
%ID% (only for maintenance_operator_update)
%TITLE% (only for maintenance_operator_update)
%DATEREPORTED% (only for maintenance_operator_update)
%DATECLOSED% (only for maintenance_operator_update)
%ISSUEDESCRIPTION% (only for maintenance_operator_update)
%RESOLUTION% (only for maintenance_operator_update)
%REPORTEDBY% (only for maintenance_operator_update)
%TYPE% (only for maintenance_operator_update)
%STATUS% (only for maintenance_operator_update)
%PRIORITY% (only for maintenance_operator_update)
%TICKET_RECIPIENTS% (only for maintenance_operator_update)





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