How do I set up an email template to renew licenses?
Renew license email template
Set up an email template to send an email to an account owner when the license is billed. You'll need to set up the email template and then you'll set up the option to send email in the business profile.
Watch a video
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Learn how to set up an email template for renewal licenses. When you run Calculate Billings and the business is set up to receive email notifications, Connect will send the renewal email to the business's email address. Watch a video (3m30s)
Step 1. Setting up an email template to renew licenses
1. Open Connect Business License > Organization > Organization.
2. Click to select the Email Templates tab.
3. Click Add a New Email Template.
Note: You can add one email template for each email type. If the Renewal email template has already been created, the Add a New Email Template button will be disabled.
Add a New Email Template button
The New Email Template form displays.
New Email Template
4. Use the Type menu to select an email type for Renewal Billings.
Note: You can set up one email template for each email type. When an email type is set up, it will not be included in the Type menu.
5. Click OK.
6. Enter the subject line and body.
Email template subject and body
The email template is added. Now, you can add the text that will appear in the subject line and body.
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Step 2. Setting up the option to send email on a business
The option to send email must be set up in the business setup in Setup/Modify Existing Businesses. You'll need to complete this step for each business that wants to receive a license renewal notification by email. See the help topic titled How do I set up email notifications? (Business)
Email field and Send email checkbox in Modify Existing Businesses
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Step 3. At the appropriate time, run Calculate Billings
When you set up the options to run Calculate Billings, select the checkbox titled Send Email. To learn more about running Calculate Billings, click here.
Send email checkbox in Calculate Billings
Troubleshooting: Why can't I select the Send Email checkbox?
When you click GO, Connect will select the businesses that match the selection criteria. The selected businesses will display in the selection list, like this...
Calculate Billings selection list
The Email Address column shows the recipient's email address. The Send Email columns displays Yes if the option to send email notifications is selected by the business. When a checkmark displays in the Create checkbox, Connect will send an email notification to the email recipient. If you don't want to send an email notification, remove the checkmark from the Create checkbox.
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