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To create canned email (predefined) messages do the following:
Click on the Setup tab
Locate the Communication Services section and click on Email Messages
Click on the Add button in the lower right to load the Add window
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Name - enter a descriptive name for the email such as 'Payment Overdue', 'Welcome Email' or 'Promotional Offer' (note: to create templated or token based emails reference the instructions at bottom)
Subject - enter what you wish to appear on the subject line of the email. For instance "Notice of Overdue Fees', 'URGENT: Your Account Has Been Suspended!', etc. Tokens CAN be used in the subject, such as $User.Name
Body - enter the body of the email. To display details such as the customer name you can use "tokens" i.e. $Contact.FirstName $Contact.LastName. A Sample message is below:
Dear $Contact.FirstName $Contact.LastName,Welcome and thank you for signing up with
Fast Internet Services. Please see your login information below:Access URL:
http://www.fastinternet.com/CustomerPortalUsername: $User.Name Password:
$User.Password The payment type we have on record for your account is:
$User.GetUserDefaultPaymentMethod().GetUserPaymentMethod().GetPaymentType().Name
If you have any questions or comments, please let us know Thanks! Fast Internet ServiceFor a complete list of tokens see the Available Tokens section below
From Name - enter the name the customer will see in their inbox, i.e. 'Customer Service'
From Address - enter the address the email will appear to come from, for example: 'support@companyname.com'. Note this will also serve as the 'reply address' should the customer respond to the email
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Contact Type - define which customer contact the email should be sent to. For example Technical Contacts, Billing Contacts, Administrative Contacts, etc. Note: if the address does not exist the email will be sent to the billing contact if not already specified
Owner Email Settings - (available in EngageIP 8.5.11.0 or later) specify the email address the message will be sent from. Each email message you create can be sent from a different address (support, customer service, billing, abuse, etc.), the SMTP settings for each sending address simply need to be configured. If you leave this field blank, the smtp settings defined as 'Default' will be used. For more information on smtp settings and setup instructions see the Email Settings Configuration guide.
Testing Outgoing Email
To test sending email you can do the following:
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Two stock email messages are present in EngageIP under the Root Owner, '[glossary_exclude]Bill Run [/glossary_exclude] Started (Default)' and '[glossary_exclude]Bill Run [/glossary_exclude] Completed (Default)'. As the field names suggest these email messages are sent out when a bill run begins and/or when a bill run finishes. The default email messages can be copied over into other owners email settings as needed, or your own custom email messages can be used to notify you when a bill run begins or finishes.
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Sample Start Bill Run Notification Email:
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Adding Carbon Copy (Cc) Recipients
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LogiSense Support | email: support@logisense.comweb: Live Support | |
phone (Canada): 1-519-249-0508 • | phone (USA): 1-917-410-3584 |
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Value | Token |
Username | |
Password | $User.Password |
First Name | $Contact.FirstName |
Last Name | $Contact.LastName |
Company | $Contact.Company |
Today's Date (short) | $Now.ToString("d") - date only, no time |
Today's Date (long) | $Now.ToString("D") - date including time |
Add 15 days to today's date | $Now.AddDays(15) |
E-mail Address | $ContactPoint.Value |
Current Time | $Now.ToString("t") |
Default Payment Type | $User.GetUserDefaultPaymentMethod().GetUserPaymentMethod().GetPaymentType().Name |
Balance | $User.GetUserBalance($User.ID) |
Full Balance | $User.GetUserBalanceFuture($User.ID) |
Overdue Balance | $User.GetOverdueBalance() |
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Creating Custom Email Tokens
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