Enable + Configure Upcoming Plan Reload Email

Use these steps to enable the Upcoming Plan Reload email customer transaction notification and configure either a default message or custom message. This customer notification can help reduce churn by reminding a customer when their next plan renewal will occur. Note: A plan renewal reminder SMS text message can also be enabled and configured.

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 Upcoming Plan Reload email 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 available for the Upcoming Plan Reload email notification.

Upcoming plan reload - {{client_name}}

Default Body*

The following default Body* text is available for the Upcoming Plan Reload email notification.

Your {{plan_name}} plan on {{client_name}} will soon be reloaded for the next period.

Sincerely, 
{{client_name}}
{{site_address_line1}}
{{site_address_line2}}
{{site_phone}}

Variables

The following variables are available to customize Upcoming Plan Reload 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_price}}: The dollar amount that will be submitted for processing on the next renewal date, for example, $20.00.
  • {{plan_reactivation_date}}: The date the email recipient's wash plan will be active again, for example, February 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 Upcoming Plan Reload 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 Upcoming Plan Reload notification. The Upcoming Plan Reload 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.

Configure Notification Interval(s)

  1. Navigate to the Notification Event(s) section.

  1. In Day(s) prior to reload*, enter the number of days prior to the renewal to send the message.
  2. Select Add interval to configure the system to generate additional message reminder(s).

Activate Upcoming Plan Reload Email

  1. Navigate to Status*.

  1. Set Status* to Active.

  1. Select Save. The changes are saved.