Assign Custom Emails to Products

You can send a custom email message whenever you create, terminate, or upgrade a service. To do this, you must set up a product and create an email template to use.

For more information, see Email Templates, Product and Services, and Creating Custom Email Templates.

Custom Types and Email Templates

Custom email templates can use the following notification types:

  • Welcome Email
  • Termination Email
  • Upgrade Email
You must create the email template in the Product/Service Messages template category. If you create it in a different category, it will not appear in the menu.

Assign a Welcome Email to a Product

To assign a Welcome Email message to a product:

  1. Go to Configuration () > System Settings > Products/Services.
  2. Edit the product for which you wish to customize the email template and choose the Details tab.
  3. Select your custom email notification for Welcome Email.
    Selecting a Welcome Email for a product
  4. Click Save Changes.

Assign a Termination Email to a Product

To assign a Termination Email message to a product:

  1. Go to Configuration () > System Settings > Products/Services.
  2. Edit the product for which you wish to customize the email template and choose the Pricing tab.
  3. Select your custom email notification for Termination Email.
    Selecting a Termination Email for a product
  4. Click Save Changes.

Assign an Upgrade Email to a Product

To assign an Upgrade Email message to a product:

  1. Go to Configuration () > System Settings > Products/Services.
  2. Edit the product for which you wish to customize the email template and choose the Upgrades tab.
  3. Select your custom email notification for Upgrade Email.
    Selecting an Upgrade Email for a product
  4. Click Save Changes.
email-templates products welcome-emails

Last modified: October 30, 2024