Enable + Configure New Plan Member Welcome Email

Use these steps to enable the New Plan email customer transaction notification and configure either a default message or a custom message. This customer notification generates a welcome email to a customer when they join a wash plan. Note: A welcome SMS text message can also be enabled and configured, in addition to, or instead of, email.

Important: Email and/or SMS text transaction notifications must be activated for a site. Existing Patheon users can complete the online Patheon Transactional Customer Notification Questionnaire to begin the activation process. The DRB Data Solutions team will follow up with you after they receive it.

Available Resources

Sites can configure the New Plan email subject and message text with provided default text or their own text. Variables are also available to help personalize the message.

Default Subject*

The following default Subject* text is provided for the New Plan email notification.

Welcome to {{client_name}}

Default Body*

The following default Body* text is provided for the New Plan email notification.

Welcome to our membership program!

Follow the link to manage your plan.

<a href="{{ewa_link}}">{{ewa_link}}</a>

Sincerely,

{{client_name}}

{{site_address_line1}}

{{site_address_line2}}

{{site_phone}}

Variables

The following variables are available to customize New Plan email Subject* and Body* message text.

  • {{client_name}}: The client organization's name, for example, Northcoast Car Wash.
  • {{customer_fname}}: The email recipient's full name, for example, Jane Smith.
  • {{ewa_link}}: A link to the site's EWA application, for example, https://nccwoh.patheon.com.
  • {{plan_name}}: The name of the email recipient's wash plan, for example, Basic Unlimited.
  • {{plan_next_reload_date}}: The date the email recipient's plan will next be submitted for renewal, for example, February 1.
  • {{plan_next_reload_price}}: The dollar amount that will be submitted for processing on the next renewal date, for example, $20.00.
  • {{plan_reload_period}}: The email recipient's plan length in months, for example, 1.
  • {{site_address_line1}}: The site's line 1 address (street address), for example, 3245 Main St.
  • {{site_address_line2}}: The site's line 2 address (city, state and postal code), for example, Akron, Ohio 44312.
  • {{site_phone}}: The site's phone number, for example, (123) 1234-567.

Enable New Plan Email

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customization. The Customization panel opens.

  1. Select Notifications. The Notifications panel opens.

  1. Select edit () for the New Plan notification. The New Plan panel opens.

  1. Set Email to Enabled. The Subject* field and Body* field are enabled.

Configure Subject* + Body*

  1. Select Revert to default. The Subject* field and Body* field are configured with the default text.

  1. Use the provided default Subject* text, or modify it. To insert a variable, place the cursor in the field and select the variable tag.
  2. Use the provided default Body* text, or modify it. To insert a variable, place the cursor in the field and select the variable tag.

Activate New Plan Email

  1. Navigate to Status*.

  1. Set Status* to Active.

  1. Select Save. The changes are saved and the new plan welcome member is now active.