Pending Payment Plan Notification Mailings and Process
This mailing will send a notification e-mail to customers who have a payment plan instance due for payment specified number of days in the future. This is used to send reminders to customers that they will be charged in the near future in an effort to reduce support inquiries and chargeback attempts.
Mailing Parameters
The following search and replace fields are supported for this mailing:
- [varCustomerID] - The Customer ID.
- [varEmail] - The customer's e-mail address.
- [varFirstName] - The customer's first name.
- [varContactName] - The customer's contact name.
- [varCompanyName] - The customer company name, or the customer's first and last name if no company name is specified.
- [varRenewals] - An HTML table containing a summary of all payment plan instances which will be billed.
Mailing Sample Content
- Body (HTML)
<p>This e-mail is not a bill - This is a friendly reminder that your credit card on file will soon be charged for your monthly fees.</p>
<p>Customer ID: [varCustomerID]</p>
[varRenewals]
<p>Once the credit card on file has been successfully billed, a copy of your invoice will be emailed to you for your records.</p>
How to Send
This mailing is sent through the Pending Payment Plan Notification Daily Process. To enable this mailing, follow the instructions on Sending Billing Reminders.
SOLO Server Shared and Dedicated URL authors will need to contact support@softwarekey.com to set up and enable this process.
Daily Process Input Xml Elements
The Input Xml for this process includes the following elements:
- MailingID
- The Mailing ID of the mailing to be sent out. See Creating Custom Mailings for details on configuring custom mailings, and see above for the supported search and replace fields.
- AdminEmail
- Optional email address to send a summary notification email to. Note that multiple AdminEmail elements can be specified to send to multiple email addresses.
- NotifyOnNoProcessingData
- Optional True/False value which determines whether an administrative email notification is sent when no data was found to process. If omitted, the default is false.
- BCCAdminEmails
- Optional True/False value which determines whether the customer email notification is BCC'd to the AdminEmail emails.
- OverrideOfferProduct
- Optional True/False value which determines whether to override the Notify Product setting on the customer record. If omitted or set to false, emails will only be sent to eligible customers with the Notify Product setting enabled, while if set to true, all eligible customers will receive an email regardless of the Notify Product setting.
- DaysAhead
- The number of days in the future when the payment plan instances to send notification for will be processed.
- AuthorIDCsv
- A comma separated value list of Author IDs to include during processing. If blank or omitted, all authors will be included.
- SuppressRenewals
- True/False as to whether to only send notifications for payment plan instances with expiring credit cards.