Preliminary Remarks

By default, the e-mail templates are managed by the contracting company.

It is possible to make the settings for e-mail templates individually for the client. Various system mails are available in the Frisbii Media System for automated and manual dispatch to end customers. Individual system mails that are not required can be deactivated. The content and design of the e-mails can be customized.

If no adjustments are made, the system sends a standardized template that automatically adopts the company data.

Note: If an external SSO is used for customer management, certain templates are not sent via the Frisbii Media System and should therefore be implemented externally. These are all templates that are created via the SSO source.

Activate settings at client level

Settings tab

Click on Edit.
Set slider Use these settings instead of holding settings to active.
Set the slider Activate this email setup to active to be able to make settings.
Send BCC mails to the following address can be filled in optionally.
Different recipient addresses can be entered individually for each system e-mail in the table.

Manage PDF attachments tab

Click on Edit.
Set slider Use these settings instead of holding settings to active.
Uncheck/check which PDF is to be attached at private customer and business customer level.

Test settings

Click on Test Settings in the action bar.

Enter the e-mail address to which the test e-mail should be sent.

Overview of system mails

The table presents the currently available e-mail templates and provides an insight into how they work.

System mail	Information
Subscription paused	Trigger: when the function Pause subscription has been activated Time: when the pause is set even though the actual date for the pause is in the future Possible sources: Merchant Backend & Self Service
Subscription cancellation confirmation	Trigger: when the subscription has been canceled Possible sources: Merchant Backend & Self Service
Subscription pause ended	Trigger: when the function Pause subscription has been deactivated Possible sources: Merchant Backend & Self Service
Subscription delivery was paused	Trigger: when the function Delivery break has been activated even though the actual date for the delivery break is in the future Possible sources: Merchant Backend & Self Service
Subscription delivery pause was ended	Trigger: when the function Delivery break has been deactivated Possible sources: Merchant Backend & Self Service
Offer change due to cross-selling	Trigger: if an offer has been terminated through the use of cross-selling Possible source: Checkout
Registration confirmation	Trigger: when the registration process has been successfully completed Possible source: SSO
Payment failed notification	Trigger: if the customer actively revokes a payment that has already been successfully made or a comparable situation exists Possible source: System
Notification of a failed recurring payment	Trigger: if all payment attempts in an accounting period have failed Possible source: System
Notification of a failed payment attempt	Trigger: triggered after every single failed payment attempt in an accounting period Possible source: System
E-Mail already used for registration	Trigger: if an e-mail address already in the system is used for registration Possible source: SSO
Order	Trigger: after a successfully completed order, which: does not trigger an invoice or includes free products Data: includes PDF order confirmation Possible sources: Merchant Backend & Checkout
Confirmation of cancellation reversal	Trigger: if a cancellation is withdrawn before the end of the current subscription interval Possible sources: Merchant Backend & Self Service
Reset password confirmation	Trigger: when the password has been successfully updated and the password forgetting process has been completed Possible source: SSO
Email change confirmation	Trigger: when the process for changing a stored e-mail address has been started Data: Contains a security token Possible source: Self Service
Invitation to a multi-user offer	Trigger: if multi-user access data has been sent to a user Data: Includes an invitation code Possible sources: Merchant Backend & Self Service
Voucher purchase	Trigger: when a voucher offer has been purchased Data: includes PDF voucher Possible sources: Checkout & Merchant Backend
Purchase through up/down-selling	Trigger: if an offer was purchased through the use of up/down-selling Possible source: Checkout
Reset password	Trigger: when the forgotten password process has been started Data: contains a security token (validity: 15 minutes) Possible source: SSO
Invoice	Trigger: after a successfully completed recurring payment Data: includes PDF invoice includes PDF order confirmation* *: The "Order" mail template is not sent for an order that results in an invoice upon completion. Instead, the "Invoice" mail template is sent and in this case contains both the PDF order confirmation and the PDF invoice. Possible sources: Merchant Backend, Checkout & System
Registration completion	Trigger: when the registration process has been started Data: Contains a security token (validity: 1 day) Possible source: SSO
Welcome email for customers created via the merchant backend	Trigger: if a customer was created manually via the Merchant Backend Possible source: Merchant Backend
Change of payment method	Trigger: when a new payment method is stored in the customer account Possible sources: Merchant Backend & Self Service

SMS Provider

Preliminary Remarks

Configure SMS provider