Enable + Configure Customer Receipt Email

Use these steps to enable the Payment Succeeded email customer transaction notification and configure either a default message or custom message. This customer notification provides a receipt to plan members when their plan renews, and any other customers when they tender a sale with a payment card saved to their profile in Patheon. Note: A  customer receipt 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 Payment Succeeded 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 available for the Payment Succeeded email notification.

Payment Confirmation - {{client_name}}

Default Body*

The following default Body* text is available for the Payment Succeeded email notification.

Thank you for your purchase. A successful payment was made to {{client_name}}. You can find your receipt below.

Sincerely,

{{client_name}}

{{site_address_line1}}

{{site_address_line2}}

{{site_phone}}

{{receipt}}

Variables

The following variables are available to customize Payment Succeeded 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.
  • {{receipt}}: An embedded instance of the email recipient's receipt.
  • {{receipt_link}}: A link to the email recipient's receipt.
  • {{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 Payment Succeeded 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 Payment Succeeded notification. The Payment Succeeded panel opens.

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

Configure Subject* + Body*

  1. Select Revert to default to use the default Subject* and Body* 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 Payment Succeeded Email

  1. Navigate to Status*.

  1. Set Status* to Active.

  1. Select Save. The changes are saved.