Automatic emails sent by the platform
The Cloudesire platform automatically delivers email notifications under certain circumstances to the platform users.
Templates are here (requires developer access).
Product onboarding
Approval request
Sent on request for approval of a product.
Template name: approvalRequest
Recipients: configurable
Subscription placement, deployment and lifecycle
Order creation
Once the customer orders a product the following email is sent.
Template name: orderCreationCustomer
Recipients: Customer / Vendor / Reseller / Distributor
Order request
If orders are subject to approval, the following email is sent on order request.
Template name: orderRequest
Recipients: Customer
Order rejection
If orders are subject to approval, the following email is sent to the customer on rejection.
Template name: orderReject
Recipients: Customer
Order deployment
This email is sent to the customer while the order is processing for a "managed" deployment.
The platform can be configured to send the same email to the reseller of the order, if necessary.
Template name: orderDeployment
Recipients: Customer / Reseller (configurable)
Order undeploy
Sent on undeployment of an expired subscription.
Template name: orderUndeployForCustomer/orderUndeployForVendor
Recipients: Customer / Vendor
To vendor only if order is normal, upgrade or renewal
Deploy failed
Sent on failure from deployer.
Template name: deploymentFailure
Recipients: Customer / Vendor
Deployment complete
After the customer ordered a product (either trial or paid), an email is sent as soon as the application is ready to be used.
The platform can be configured to send the same email to the reseller of the order, or to an external address.
Template name: deployCompleteForCustomer/deployCompleteForVendor/deployCompleteForExternal
Recipients: Customer / Vendor / Reseller (configurable) / External (configurable)
Subscription amendment
When upgrade orders are subject to approval, the following email is sent to the vendor (or reseller, if the subscription is resold) as a notification.
Template name: subscriptionAmendment
Recipients: Vendor / Reseller
Subscription change summary
The following email is sent to the customer as a summary for upgrade orders.
Template name: subscriptionAmendmentCustomer
Recipients: Customer
Subscription killed
Sent on subscription kill after payment deadline.
Template name: invoiceKilledToPay
Recipients: Customer
Expiring subscription
When there is an active subscription without the auto-renew that is going to expire, the platform will send an expiration reminder at 14, 10, 7, 4, 3, 2, 1 day(s) before the expiration.
Template name: subscriptionTermAlert
Recipients: Customer
Invoice issuing
As soon an invoice is issued, the customer will receive the following email.
Template name: customerInvoice
Recipients: Customer
Invoice to pay
When an invoice is still pending, an alert is sent to the customer once a day.
Template name: invoiceToPay
Recipients: Customer
Invoice payment overdue
When the payment period expires, the subscription is put into a sleeping state: the customer cannot use the application but data is still preserved.
The email sent when the subscription is put to sleeping state is the following.
Template name: invoiceSleepingToPay
Recipients: Customer
Invoice paid
Sent on invoice payment.
Template name: invoicePaidParentChild
Recipients: Reseller / Distributor
Reseller does not receive this if invoice is self-billed
User registration, password recovery and approval
Registration confirmation
Sent on user registration to verify the account.
Template name: userRegistration
Recipients: User
Vendor registration
Sent on vendor registration.
Template name: vendorRegistration
Recipients: Vendor / configurable
Vendor approval
When vendor approval is enabled, the following email is sent on successful approval.
Template name: vendorApproval
Recipients: Vendor / configurable
Customer registration
Sent on customer registration.
Template name: customerRegistration
Recipients: configurable
Customer update
Sent on customer profile update.
Template name: customerUpdate
Recipients: configurable
Password recovery request
Sent on password recovery request.
Template name: userPasswordRecovery
Recipients: User
Password recovery succeeded
Sent on password recovery completed successfully.
Template name: userPasswordRecoveryDone
Recipients: User
Payment method save
Sent on customer payment method save.
Template name: customerPaymentMethodSave
Recipients: configurable
Delayed payment request
Sent on request for approval of delayed payment for a customer.
Template name: customerPendingOrder
Recipients: configurable