Your email notifications

What emails will Salesbricks send to your team

Salesbricks sends emails automatically throughout your customer’s lifecycle. This is a complete listing of those emails.

Payment

Renewal credit card payment failure

Sent from:	[e-mail]
Received by:
Triggered by:	Order renewal credt card payment failure
Subject:	Action required: Payment failed for {{ product_name }} renewal
Header:	Credit card payment failure for your {{ product_name }} renewal
Body:	Your payment for {{ product_name }} has failed. Please click the button below to update your payment information and reprocess your payment. Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:	Update payment information
Footer:
Attachments:

Seller ACH Payment Processed

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	ACH Payment succeeds for Invoice
Subject:	{{ buyer_name }} ACH debit payment successfully processed
Header:	ACH debit payment successfully processed
Body:	Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:
Footer:
Attachments:	Payment Receipt

Seller ACH Payment Processing

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	ACH payment starts processing against an invoice
Subject:	{{ buyer_name }} {{ invoice_number }}: ACH debit payment processing
Header:	ACH debit payment processing
Body:	Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:
Footer:
Attachments:

Seller CC Payment Failed

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	When a payment attempt is made against an Invoice using a CC on file (including via the Invoice paywall)
Subject:	{{ buyer_name }} credit card payment failed
Header:	Credit card payment failed
Body:	Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:
Footer:
Attachments:

Seller Credit Card Payment Success

Sent from:	[e-mail]
Received by:
Triggered by:	CC Payment succeeds for Invoice
Subject:	{buyer_name}: credit card payment successfully processed
Header:	Credit card payment successfully processed
Body:	Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:
Footer:	Have questions? {{ support_email }} Talk to sales {{ sales_email }}
Attachments:	Receipt

Seller ACH Payment Failed

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	ACH Payment fails for Invoice
Subject:	{{ buyer_name }}: ACH debit payment failed
Header:	ACH debit payment failed
Body:	Payment details: Product name {{ product_name }} Invoice number {{ invoice_number }} Payment method {{ payment_method }} Payment date {{ payment_date }} Payment amount {{ payment_amount }}
Button:
Footer:
Attachments:

Invoicing

Seller Invoice Past Due

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	On the day after Invoice is due
Subject:	{{ buyer_name }}: Invoice {{ invoice_number }} is {{ invoice_num_days_past_due} } days past due
Header:	{{ buyer_name }} invoice is past due
Body:	Invoice {{ invoice_number }} is {{ invoice_num_days_past_due }} days past due.
Button:	View invoice
Footer:
Attachments:	Invoice

Seller Invoice Start

Sent from:	[e-mail]
Received by:	Seller AR email
Triggered by:	When invoice is generated (currently day before invoice billing period starts), unless the invoice has been muted (migrated orders which haven’t cut over) or the Product purchased has invoicing muted
Subject:	{{ buyer_name }}: Invoice {{ invoice_number }} sent
Header:	Invoice sent to {{ buyer }}
Body:	Invoice {{ invoice_number }} was sent on {{ sent date }}
Button:	View invoice
Footer:
Attachments:	Invoice

Subscription Lifecycle

Seller Order Stage Changed

Sent from:	[e-mail]
Received by:	Order Owner
Triggered by:	When a non-migrated order stage changes to a stage other than Building (ie: not re-opened) (eg: Building to Awaiting Counter-Sign, or to Closed Lost)
Subject:	Details of your {{ buyer_name }} deal have changed
Header:	Order {{ order_number }} changed status to {{ next_label }}
Body:	Just a heads up, {{ buyer_name }} order {{ order_number }} changed status from {{ previous_label }} to {{ next_label }}. - The Salesbricks Team.
Button:
Footer:	Have questions? {{ support_email }} Talk to sales {{ sales_email }}
Attachments:

Seller Signature Required

Sent from:	[e-mail]
Received by:	Seller Signatory User
Triggered by:	Sent when a buyer has signed the Order Form
Subject:	Finalize {{ buyer_name }}‘s order – countersign now!
Header:	Congratulations! {{ buyer_name }} is ready for you to finalize the order.
Body:	Action Required: Click ‘Countersign now’ to finalize {{ buyer_name }}‘s purchase by countersigning their order form.
Button:	Countersign now
Footer:
Attachments:

Subscription Terminating

Sent from:	[e-mail]
Received by:	Nominated subscription notification emails
Triggered by:	Buyer subscription is scheduled to terminate
Subject:	Terminating {{ buyer_name }}
Header:	Terminating {{ buyer_name }}
Body:	{{ buyer_name }}‘s subscription is terminating on {{ termination_date }} (UTC) Company details: Company name {{ buyer_name }} Address {{ line_1 }} {{ line_2 }} {{ city }}, {{ region }} {{ zip }}, {{ country }} Renewal date {{ renewal_date }} (UTC) Termination date {{ termination_date }} (UTC) Notes {{ termination_notes }} - {{ signed_by }}
Button:
Footer:
Attachments: