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List of all outgoing system generated emails

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List of all outgoing system emails


Sub-Account/ Location Level #

  • New Appointment Request
    • How to disable “New Appointment Requests” for assigned users within Group Calendars
    • How to disable “New Appointment Requests” in Unassigned Calendar
  • Appointment Review Request Email & SMS – [Can be disabled]
  • Social Planner Reconnect expired token notification email – [Can be disabled]
  • New Review Email (Can be disabled)


Agency Level #

  • Reset Password
  • Verification Code Email
  • New User Email Notification
  • Payment Failed For The Client
  • New YEXT Sale Internal Email

Sub-Account/ Location Level #

New Appointment Request #

The “New Appointment Request” notifications are sent from the Unassigned Calendar and the Group Calendar. 

#

How to disable “New Appointment Requests” for assigned users within Group Calendars #


Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Save

How to disable “New Appointment Requests” in Unassigned Calendar #


Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Remove email(s) > Save


Please Note:

If the calendar settings for auto confirmation and send appointment alert emails is enabled, appointment owners will receive appointment request emails. The developers are working on deploying a fix schedule for the next calendar update.

Appointment Review Request Email & SMS – [Can be disabled] #

Please Note:

When sending a review request, the person who is signed in will be the one listed as the sender of that message.

If you are looking to send a review request from the contacts assigned user, please use the Workflows action “Send Review Request” to send a request on behalf of the assigned user. 

Social Planner Reconnect expired token notification email – [Can be disabled] #

Please Note:

When sending a email notification, the person who is signed in will be the one listed as the sender of that message.

New Review Email (Can be disabled) #



Invoice payment attempt failed for the end customer:

Invoice payment successful by end customer:

Error in auto payment of a recurring template:

Skipping auto payment because the amount was manually updated for the invoice:

End customer: 

Invoice is received:

Payment for an invoice is successful:

Payment attempt for an invoice has failed:

Upcoming auto payment information:

Auto payment failed for a recurring template:


Agency Level #

Reset Password #


Verification Code Email #


New User Email Notification #

Notify the agency when a user is added to an agency account or a location

Notify a new user with a username & password when their account is created

Notify the agency when a new SaaS Sale happens

Payment Failed For The Client #

New YEXT Sale Internal Email #

A2P and Toll Free Verification Events Email Notifications #

A2P and Toll Free Registration status updates via email to agency owner and admin, sent from “noreply@donotreply.leadconnectorhq.com”

They will receive email notification for when the below statuses are updated by the carriers:

  • A2P Brand
    • Rejection
    • Approvals
  • A2P Campaign
    • Submitted
    • Rejection
    • Approvals
  • Toll Free
    • Submitted
    • Pending Review
    • Rejections
    • Approvals

Frequently Asked Questions #

Currently no frequently asked questions. Submit feedback on this article to help is add questions to this section!


ADDITIONAL RESOURCES:

  • How to customize the onboarding email that is sent to new sub-account users
  • How To Send New Membership Users Custom Emails With Their Login Information
  • How to use the Email Builder and its In-line Editor

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