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Email Messages: Example Content

Morgan Wynnes Updated by Morgan Wynnes

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Below is a collection of sample email messages for commonly used triggered emails. Both the email subject and email body are provided, and the body of the email has been set up to contain variables and conditional statements in some cases.

These can be used as templates when setting up triggered emails or simply to provide a starting point when you begin crafting your own messages. For information on using email messages and setting up triggered emails, refer to the Triggered Emails: Example Use Case article.

When copying over email message content into Sonar, make sure to paste it as plain text in order to preserve the format of the variables. In some cases, the variables will fail to execute if the user does not paste as plain text.

C

Contract Awaiting Signature

Subject:

Contract awaiting your signature from *|COMPANY_NAME|*

Body:

Hello,

A contract from *|COMPANY_NAME|* is awaiting your signature. Please click here to sign it.

*|IF:CUSTOM_MESSAGE|*

*|CUSTOM_MESSAGE|*

*|END:IF|*

D

Delinquency Notification

Subject:

*|COMPANY_NAME|* account delinquent

Body:

Hello *|CONTACT_NAME|*,

Your account with *|COMPANY_NAME|* is delinquent as of today in the amount of *|AMOUNT_DUE|*. Please remit payment in our online portal at *|CUSTOMER_PORTAL_URL|*.

 E

Email Copy of Contract

Subject:

Your signed document from *|COMPANY_NAME|*

Body:

Hello,

Please find attached your copy of your recently signed document.

 

Expiring Credit Card

Subject:

Your credit card on file with *|COMPANY_NAME|* is expiring soon.

Body:

Hello *|CONTACT_NAME|*,

Your auto-pay credit card ending *|PAYMENT_METHOD_IDENTIFIER|* on file with *|COMPANY_NAME|* is expiring soon. Please update it in the online portal at *|CUSTOMER_PORTAL_URL|*, or if you prefer, contact us to update it.

I

Initial Activation Invoice

Subject:

Your initial invoice from *|COMPANY_NAME|*

Body:

Hello *|CONTACT_NAME|*,

Your initial invoice for your services with *|COMPANY_NAME|* is ready to be viewed.

Invoice Number: *|INVOICE_NUMBER|* Account Number: *|ACCOUNT_NUMBER|* Amount Due: *|AMOUNT_DUE_ON_INVOICE|*

*|IF:AMOUNT_DUE_ON_INVOICE_RAW > 0|* You can view this invoice online and submit payment at *|CUSTOMER_PORTAL_URL|*. *|ELSE:|* You can view this invoice online at *|CUSTOMER_PORTAL_URL|*. *|END:IF|*

L

Late Fee Applied

Subject:

*|COMPANY_NAME|* late fee applied.

Body:

Hello *|CONTACT_NAME|*,

A past due balance on your account has had a late fee of *|LATE_FEE_AMOUNT|* applied. Your current due balance is *|AMOUNT_DUE|*.

Please submit payment by visiting our customer portal at *|CUSTOMER_PORTAL_URL|*.

M

Manually Emailed Invoice

Subject:

Your invoice from *|COMPANY_NAME|*

Body:

Hello *|CONTACT_NAME|*,

Here's a copy of your invoice, as requested. You can also view and pay this invoice online at *|CUSTOMER_PORTAL_URL|*. If there's anything else you need, please let us know.

 

Manually Emailed Past Due Invoices

Subject:

Your *|COMPANY_NAME|* payment is past due.

Body:

Hello *|CONTACT_NAME|*,

You currently have a past due invoice in the amount of *|AMOUNT_DUE_ON_INVOICE|* as of *|INVOICE_DUE_DATE|*.

Please submit payment for this invoice by visiting *|CUSTOMER_PORTAL_URL|*.

 

Monthly Billing

Subject:

Your bill from *|COMPANY_NAME|* is now available.

Body:

Hello *|CONTACT_NAME|*,

Your monthly invoice from *|COMPANY_NAME|* is ready to be viewed. *|IF:AUTO_PAY_ENABLED=1|* *|IF:AUTOPAY_RUNS_ENTIRE_AMOUNT_DUE=1|* *|IF:TOTAL_AMOUNT_DUE_PRIOR_INCLUDING_THIS_INVOICE_RAW > 0|* There is currently no action required on your part, as we'll attempt to charge your automatic payment method on file for *|TOTAL_AMOUNT_DUE_PRIOR_INCLUDING_THIS_INVOICE|* on *|AUTO_PAY_DATE|*. *|END:IF|* *|ELSE:|* *|IF:AMOUNT_DUE_ON_INVOICE_RAW > 0|* There is currently no action required on your part, as we'll attempt to charge your automatic payment method on file for *|AMOUNT_DUE_ON_INVOICE|* on *|AUTO_PAY_DATE|*. *|END:IF|* *|END:IF|* *|END:IF|*

o   Invoice Number: *|INVOICE_NUMBER|*

o   Account Number: *|ACCOUNT_NUMBER|*

o   Invoice Amount: *|AMOUNT_DUE_ON_INVOICE|*

o   Total Due: *|TOTAL_AMOUNT_DUE_PRIOR_INCLUDING_THIS_INVOICE|*

You can view this invoice online, update your credit card details, and submit payment at *|CUSTOMER_PORTAL_URL|*.

Monthly Usage 75% Used

This email assumes that services have a usage based billing policy applied and that overage services are available for purchase via the customer portal. It also assumes that those usage based billing policies have a free period from 1 AM to 5 AM daily.

Subject:

You have used 75% of your data with *|COMPANY_NAME|*

Body:

Hi *|CONTACT_NAME|*,

This is a courtesy email to let you know you have now used 75% of the data your *|USAGE_CAP_IN_GIGABYTES|*GB package allows for full speed enjoyment. Here are a few different options for you to consider.


1. Upgrade to a larger package. This is usually most cost effective option because we have a speed and usage package that fits your needs.

2. Add a few extra GB for this month only. This is a good option if you have just one month where you think something unusual happened (such as relatives were all over for week or two). Log into your account at *|CUSTOMER_PORTAL_URL|* go to Data Usage and click on the Purchase Additional Data button.

3. Change your usage. If you have high usage because you or the kids download movies or games which are huge these days, set them up to download between 1:00 AM and 5:00 AM - during that time of day it's FREE, your usage doesn't count towards your monthly total.

If you have any questions just hit reply on this email, tell us how we can help and we'll get back to you with the answers. Again, thanks for your business. We know you have choices and we are glad you continue to choose *|COMPANY_NAME|*.

This message is for account #*|ACCOUNT_NUMBER|*. Your current usage cap is *|USAGE_CAP_IN_GIGABYTES|*GB. This month you have used *|USAGE_IN_GIGABYTES|*GB so far.

P

Payment Failed

Subject:

Your payment to *|COMPANY_NAME|* failed to process.

Body:

Hello *|CONTACT_NAME|*,

We attempted to charge your auto-pay payment method ending in *|PAYMENT_METHOD_IDENTIFIER|* for *|PAYMENT_AMOUNT|* and the transaction was rejected. Please update your payment method in the online portal at *|CUSTOMER_PORTAL_URL|*, or if you prefer, contact us to update your payment details.

Payment Refunded

Subject:

Payment refund from *|COMPANY_NAME|*

Body:

Hello *|CONTACT_NAME|*,

Your payment from account ending *|PAYMENT_METHOD_IDENTIFIER|* in the amount of *|PAYMENT_AMOUNT|* has been refunded.

Payment Successful

Subject:

Payment to *|COMPANY_NAME|* successfully processed.

Body:

Hello *|CONTACT_NAME|*,

A payment for *|PAYMENT_AMOUNT|* has been applied to your account. Thank you for your payment!

You can view this invoice online, update your credit card details, and submit payment at *|CUSTOMER_PORTAL_URL|*.

S

Service Call Scheduled

Subject:

Service call scheduled with *|CONTACT_NAME|*

Body:

Hi *|CONTACT_NAME|*,

We will be sending a technician to repair the problem you are currently experiencing. We will be performing the job on *|JOB_SCHEDULED_DATETIME|*. If there are any concerns or questions, please contact us.

How did we do?

Using the Mass Email Tool

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