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 “[email protected]”

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