Notification Templates

From the Gotransverse Navigation Bar go to Setup >> Notification Management. The Notification Templates pane is the second pane.

Gotransverse can be configured to send an email when a certain event triggers an action. Gotransverse provides you with Notification Templates for every type of template except "Fragment," so that you do not need to create or add templates from scratch. You can design as many of your own Notification Templates as you need based on the initial templates Gotransverse provides.

You can also add a new version of the template in another language. Once you have selected the preferred language on the account or account category, you can add localized versions of notification templates and address customers in the desired language. For more information refer to Languages.

Gotransverse has multiple Notification Templates:

Template Description
Authentication Used for customer authentication in the application.
Bill Batch Run Used to notify your customer about the status of their Bill Batch run.
Bill Cycle Run Used to notify your customer about the status of their Bill Cycle run.
Billing Account Used to send notifications to your customer about their Billing Account based on Billing Account Actions.
Counter Used to notify your customer on the status of their Counter Actions.
Credit Adjustment Used to notify your customer when a Credit Adjustment has been processed.
Dunning Used to send notifications to your customer for Dunning Actions like Dunning Plan tier changes.
Fragment Templates that you define that are reusable pieces that you reference in other email templates, for example, a signature or your company logo. In the notification templates you can then select the fragment for use in the Product Sale, Invoice, and Payment emails.
Invoice Used for email notification sent to your customer when your customer’s Invoice is ready and the PDF version of the Invoice is attached to the email. Gotransverse provides you with one pre-defined Invoice Notification Template.
Payment Used for email notification sent to your customer when your customer's credit card or bank account is successfully charged for an auto-recurring payment or a one-time payment. Gotransverse provides you with one pre-defined Payment Notification Template.
Payment Plan Used to send notifications to your customer when their Payment Plan is created in draft, activated, completed, or cancelled.
Product Sale Used for Product Actions when the Order is in progress or when it completes. Gotransverse provides you with one pre-defined Product Sale Notification Template.
Refund Used for email notifications sent to customers to inform them that a refund has been processed.
SVS GLAS Used to send notifications to your customer when an SVS register has a negative balance or negative ordered amount so they can manually submit contributions to make it positive.
SVS Register Used to notify your customer about their current Register balance status. For example, if customers want to be notified when their balance is below zero, they will receive notifications as long as the balance equals or is lower than the specified value
Sales Order Used for email notification to send your customer a receipt for their purchase or renewals. Gotransverse provides you with two pre-defined Sales Order Notification Templates.
Scheduled Payment Used to send notifications to your customer about upcoming or overdue scheduled payments in their Payment Plan.
Service Used for email notification sent to persons, such as third parties, to inform them that a customer has ordered or changed Service.
Service CFV Used to notify your customers when the variable of a custom field changes.
System
  • Used to notify customers about the following system actions: BillCycleRun—When a bill cycle run moves to any of the following statuses: Failed, Completed, Simulation Completed, or Approved.
  • EndOfContractJob—When Change Agreement, Change Service, Renew Agreement, or Renew Service for Subscription actions are executed.
  • EndOfContractJob—When there is a Tenant Tax Configuration error.
  • ProcessAutoRecurringPaymentsJob—When there is no payment processor for BillingAccountRecurringPayment.
Usage Rule Used to notify customers that they are near or have met their usage commitment.