Our Products & Services
Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Accounts
Getting Started with Inventory
Getting Started with Ticketing
Setting Sonar up for Billing
Baseline Configuration
How To: Using Sonar's Customer Portal
User Specific Resources
Accounts
Account Groups: Overview & Example Use Cases
Account List View: Overview
Account Management View: Overview
Account Overview Customization
Account Statuses: Overview & Example Use Cases
Account Types: Overview & Example Use Cases
Anchor & Linked Serviceable Addresses: Overview and Best Practices
CPUC Fixed Broadband Deployment by Address
Child Accounts: Best Practices & How Tos
Creating a New Account
Disconnecting an Account
FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help
FCC Data Exports: General Overview and Usage
Future Serviceable Addresses: Overview
Lead Intake Form Processing
Notes & Tasks: Best Practices & Use Cases
Scheduled Events: Overview & Use Cases
Serviceable Addresses: Overview and Usage
Specify Account ID upon Creation
Understanding the Affordable Connectivity Program
Using Sonar's FCC Broadband Label Generation Tool
Billing
ACH Batching: Overview
Accounts in Vacation Mode
Avalara: Overview & Setup
Batch Payments & Deposit Slips: Overview
Billing Calculator
Billing Defaults
Billing Settings
Building Packages
Building a Data Service
Canadian ACH tool
Changing Service Pricing in Sonar: Best Practices
Considerations When Using Avalara with Voice Services
Creating Discounts for Services and Packages
Delinquency Billing Best Practices
Delinquency Exclusions: Overview and Use Cases
Email Invoice Batch: Overview
General Ledger Codes: Overview
General Transactions: Best Practices
How Sonar Prorates Billing
How to Take Bank Account Payments
How to: Adding a Service to an Account
Invoice Templates: Overview
Leveraging PayPal as a Payment Method in Sonar
Manual Transactions
Multi-Month Billing & Multi-Month Services
Print to Mail
Printed Invoice Batches: Overview
Services: Overview
Setting Up Payment Methods and Taking Payments
Setting up Bank Account & Credit Card Processors
Taxes Setup
Usage Based Billing Policies: Overview and Usage
Usage Based Billing Policy Free Periods: Overview and Usage
Using Tax Exemptions - How To
Communication
Call Logs: General Best Practices
Communication Tools: Overview
Email Variables & Conditions
Message Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Saved Messages: Overview
Setting up an Outbound Email Domain
Trigger Explanations
Triggered Messages: Setup
Using Outbound SMS
Using the Mass Message Tool
Companies
How to: Setting Up a Company in Sonar
Managing Multiple Companies in Sonar: Best Practices
Rebranding your Sonar Instance
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Calix SMx Integration: Overview
CrowdFiber Integration
External Marketing Providers
GPS Tracking Providers: Overview
GoCardless Integration: Overview & Setup
How to Connect Cambium to your Sonar Instance
How to Connect Preseem to your Sonar System
How to: Using Webhooks in Sonar
RemoteWinBox - Integration with Sonar
The Sonar Field Tech App
Tower Coverage Integration: Overview
Vetro FiberMap Integration: Overview
Webhooks in Sonar: Basic PHP Example
iCalendar Integration
Inventory
Inventory List View: Overview
Inventory Model Management: General Overview
Setup of Inventory: Manufacturers, Categories, and Assignees
Tracking and Using Consumable Inventory
Jobs
Applying Task Templates to Jobs
Edit Job Options
Example Jobs & Templates
Geofences: Overview
Job Types: Best Practices
Jobs and Scheduling: Overview
Scheduling How-to: Creating and Booking a Job
Scheduling Week View: Overview
Setting Up Schedules General Overview
Mapping
Misc.
Combining Custom Fields & Task Templates for Information Storage
Custom Fields Overview & Use Cases
Custom Links: Overview
Task Templates Overview & Use Cases
Monitoring
Building Alerting Rotations
Building a Monitoring Template
Poller Troubleshooting
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Networking
Assigning RADIUS Addresses
Assigning an IP Address Using Sonar's IPAM: How to
Automating IP Assignments, Data Rates, and Network Access in Sonar
Building Address Lists
Building RADIUS Groups
Building a Device Mapper
Cable Modem Provisioning
Controlling Customer Speeds with Sonar: General Overview
DHCP Delivery
Data Usage Available Methods
Finding your OIDs
How Sonar Communicates - Egress IPs Explained
IP Assignments & Sonar
IPAM: Basic Setup
IPAM: Overview
LTE Integration
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Access
MikroTik: Controlling Speeds
MikroTik: Setting Up a Sonar Controlled DHCP Server
Netflow Integration: Overview
Network Dashboard: Overview
Network Sites: Management View Overview
PacketLogic: Integration With Sonar
Pulse, Polling, and PHP
RADIUS: Build-Out & Integration with Sonar
RADIUS: Building Reply Attributes
Setting Up CoA Proxy
Sonar Flow
Sonar IP Addressing
Using Multiple Network Devices in Sonar
Purchase Orders
Release Notes
Reporting
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Sonar's Business Intelligence: Overview
Understanding Sonar Reports
Security
Application Firewall: General Overview and Best Practices
Auth0: Overview
Multi-Factor Authentication: Overview
Password Policy In Depth
Removing a Terminated Employee In Sonar
Role Creation using GraphiQL
User Role Creation & Best Practices
Users: Overview
Sonar Billing
sonarPay
sonarPay Chargebacks & Disputes: Overview
sonarPay Disbursements: Overview
sonarPay Overview
sonarPay Reversals, Voids, & Refunds: Overview
sonarPay: Token Migration Process
System
A Deeper Dive into the New Sonar API
API Calls Using Third Party Applications: Personal Access Tokens
Browser Compatibility and Minimum Hardware Requirements for Sonar
Consuming the Sonar API
Controlling Your Landing Page: Personal Preferences
Customizing Your Customer Portal
Date/Time Picker: Overview
Dynamic Time Zones in Sonar
Filtering: Overview
Frequently Used Terms
Getting Your Data into Sonar
How To Use GraphiQL to Understand the Sonar API
How Your Data is Backed Up
How to Best Use Global Search
Interacting with Files via the API
Introducing the New Sidebar
Mutations in the Sonar API
Notification Preferences
REST API Wrappers for V1 Compatibility
SMS Notifications
Sonar's Rich Text Editor
System Settings: Overview
The New Sonar API
Troubleshooting the Customer Portal
Upgrading your Ubuntu OS - Customer Portal Upgrades
User Profile: Your Personal User Settings
Ticketing
Advanced Ticketing Features
Canned Replies Examples & Templates
Canned Reply Categories
Exploring Ticket Groups
How to Integrate Inbound Mailboxes with Slack
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticketing: Overview
Using Parent Tickets
Voice
API Changes for Voice Billing
Best Practices to Remain CPNI Compliant
Billing Voice Services in Sonar
Deploying Voice Services in Sonar
Working With the Sonar Team & Additional Resources
Sonar's Security Practices & Certifications
CyberSecure Canada Certification
Sonar and General Data Protection Regulation (GDPR)
Sonar's Security Strategies
Technical Security Overview
Best Practices for Fast Tracking a Support Request
Feedback Portal / Suggest a Feature
Learning with Sonar: Tools and Resources
New Client Training Overview
Sonar Casts Table of Contents
Submitting Bugs vs. Feature Requests
The Sonar Community Forum
The Sonar Status Page
Third Party Customer Support Referrals
Table of Contents
- A contact's password is changed
- A contract pending signature is emailed to a contact
- A credit card is expiring
- A credit card or bank account payment is refunded
- A job is scheduled
- A late fee is applied to an account
- A new user is created
- A receipt for a payment
- A signed contract is emailed to a contact
- A user forgets their password and requests a new one
- An account address is changed
- An account becomes delinquent
- An account hits X% of their bandwidth cap
- An account is activated for the first time
- A payment failed
- A payment succeeded
- An initial invoice is generated for a newly activated account
- An invoice has been delinquent for X days
- An invoice is due in X days
- An invoice is manually emailed to a contact
- An invoice is past due for X days
- An invoice will become delinquent in X days
- Billing runs successfully for an account
- All Categories
- Communication
- Trigger Explanations
Trigger Explanations
- A contact's password is changed
- A contract pending signature is emailed to a contact
- A credit card is expiring
- A credit card or bank account payment is refunded
- A job is scheduled
- A late fee is applied to an account
- A new user is created
- A receipt for a payment
- A signed contract is emailed to a contact
- A user forgets their password and requests a new one
- An account address is changed
- An account becomes delinquent
- An account hits X% of their bandwidth cap
- An account is activated for the first time
- A payment failed
- A payment succeeded
- An initial invoice is generated for a newly activated account
- An invoice has been delinquent for X days
- An invoice is due in X days
- An invoice is manually emailed to a contact
- An invoice is past due for X days
- An invoice will become delinquent in X days
- Billing runs successfully for an account
Read Time: 4 mins
Below are all of the event triggers that are available from within the Trigger menu when creating a triggered message, along with an explanation of when the message is triggered to be sent.
A contact's password is changed
When It Triggers: When a contact's password is changed, whether in the Sonar instance or through the Customer Portal.
A contract pending signature is emailed to a contact
When It Triggers: Anytime a contract is sent to a customer, either manually or as a function of a job completion.
A credit card is expiring
When It Triggers: When the expiry date on a credit card that is set to autopay is within X number of months of the current date. The X number of months is defined when you set up the trigger.
A credit card or bank account payment is refunded
When It Triggers: When you click the "Refund" button from the Refund Payment window.
A job is scheduled
When It Triggers: When a job matching the type selected is scheduled for a specific time and user in the Jobs interface. This will also send when the job has already been scheduled, but the time has been changed.
A late fee is applied to an account
When It Triggers: When a late fee is automatically debited on an account, as per the settings defined in Settings > Billing > Billing Settings.
A new user is created
When It Triggers: Either when a new user is created from the Users screen, or when the "Resend user creation email" function is utilized from that screen.
A receipt for a payment
When it Triggers: When a payment is made by a customer, and a receipt is requested or selected to be sent through the payment creation modal.
A signed contract is emailed to a contact
When It Triggers: When the contract is manually sent to the contact.
A user forgets their password and requests a new one
When It Triggers: When a user utilizes the forgot password option for their account, and opts to have the password reset link emailed to them.
An account address is changed
When It Triggers: Triggers when an account's physical or mailing address is changed, whether through the Sonar instance or through the Customer Portal.
An account becomes delinquent
When It Triggers: This notification triggers when an invoice on an account becomes delinquent as a result of nonpayment. This will also trigger when the delinquency override date expires.
An account hits X% of their bandwidth cap
When It Triggers: When an account hits a predefined percentage of the usage based billing policy attached to their service. This percentage is defined when you set up the trigger.
An account is activated for the first time
When It Triggers: When an account moves into an Active status for the first time.
A payment failed
When It Triggers: When an account's associated payment method is set to autopay and the payment is not successful.
A payment succeeded
When It Triggers: When an account's associated payment method is set to autopay and the payment is successful.
An initial invoice is generated for a newly activated account
When It Triggers: When an account that has just been moved into an Active status for the first time has it's first invoice created.
An invoice has been delinquent for X days
When It Triggers: When an invoice on an account has reached delinquency and stayed in that state of delinquency for X amount of days. The number of days is defined when you set up the trigger.
An invoice is due in X days
When It Triggers: When an account has an invoice that is X amount of days away from being due. The amount of days is defined when you set up the trigger.
An invoice is manually emailed to a contact
When It Triggers: Upon clicking "Create", when using the "Email Invoice" functionality from the Invoice section of the Billing tab within an account.
An invoice is past due for X days
When It Triggers: When an invoice is left unpaid past the due date for X amount of days. The amount of days is defined when setting up the trigger.
An invoice will become delinquent in X days
When It Triggers: When an account's unpaid invoice is X days away from becoming delinquent. The amount of days is defined when setting up the trigger.
Billing runs successfully for an account
When It Triggers: When the automated process of billing takes place on an account. This happens shortly after midnight on the billing day parameters.