Kavi Help CenterKaviŽ Members Help
| Appendix C. How Default Email Templates Are Used | ||
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Part X. Appendixes | 
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Table of Contents
Table C.1. Kavi Billing Automated Email
| Automated Email | ||
|---|---|---|
| Automated email is sent in response to actions that occur independently of administrator action. For example, a new bill can be created because someone has applied for a membership online. The administrator does not have to create this bill by hand since the bill is created automatically as part of the signup process. This automated action (the creation of the bill) will trigger the associated automated email template (in this case, New Bill Notice). | ||
| Template Name | Goes Out | Will NOT Go Out |
| New Bill Notice | When a new bill is created |
When a bill is issued during as part of filling out the membership signup or renewal form When an administrator adds a bill manually and selects 'No' to the 'Notify Account Of Change' question |
| Bill Receipt Notice | When a bill is marked as paid | When an administrator completes payment manually and selects 'No' to the 'Notify Account Of Change' question |
Table C.2. Kavi Billing Optional Email
| Optional Email | ||
|---|---|---|
| These templates are associated with a specific action. Administrators have the option of sending the email, or operating in "stealth mode" by not sending notification of the changes they are making. | ||
| Bill Refund Notice | Admin option to send on Refund a Bill page | |
| Bill Canceled Notice | Admin option to send on Cancel a Bill page | |
| Bill Dispute Notice | Admin option to send on Change a Bill's Dispute Status page | |
| Bill Update Notice | Admin option to send on Edit a Bill page | |
| Custom Bill Notice | Admin option to send on Send Template Email page | |
Table C.3. Kavi Billing Scheduled Email
| Scheduled Email | ||
|---|---|---|
| These templates can be scheduled to go out automatically. Some notices are scheduled by default. All scheduled email is optional and can be reconfigured as needed. | ||
| Past-Due Notice | Not scheduled by default | |
Table C.4. Kavi Members Automated Email
| Automated Email | ||
|---|---|---|
| Automated email is sent in response to actions that occur independently of administrator action. For example, a new user can be created because someone filled out the Company Representative Sign Up form. The administrator does not have to add this user by hand since the user is adding themselves. This automated action (the creation of a new user) will trigger the associated automated email template (in this case, New User Signup). | ||
| Template Name | Goes Out | Will NOT Go Out |
| New User Signup Email |
When a new user is added by signing up as a company rep or individual member When a user account application is approved/becomes current When a user is added as part of adding a new company (i.e., company contacts entered on the Company Signup or Add a Company page) |
When an administrator adds a user manually and selects 'No' to the 'Notify Account Of Change' question When an administrator adds a company with contacts manually and selects 'No' to the 'Notify Account Of Change' question |
| Password Changed Email |
When a user changes their password online When an administrator selects 'Yes' to 'Send User Login Link' question on the Change Username and Password page |
When an administrator selects 'No' to 'Send User Login Link' question on the Change Username and Password page |
| User Activated Email | When a user account is activated (status changes from inactive to active). User accounts can be activated manually or as result of a membership renewal. |
When an administrator activates a user manually and selects 'No' to the 'Notify User' question When a user is activated using an upload and the 'Notify Users of Changes in Status' option is set to 'No' |
| User Deactivated Email | When a user account is deactivated (status changes from active to inactive). User accounts can be deactivated manually or when archiving an expired membership. |
When an administrator deactivates a user manually and selects 'No' to the Notify User question When a user is deactivated using an upload and the 'Notify Users of Changes in Status' option is set to 'No' |
| User Info Changed Email | When a user's information is edited |
When an administrator edits a user manually and selects 'No' to the 'Notify User' question When user information is edited using an upload and the 'Notify Users of Edits' option is set to 'No' |
| Company Info Changed Email | When a company's information is edited |
When an administrator edits a company manually and selects 'No' to the 'Notify Company' question When company information is edited using an upload and the 'Notify Companies of Edits' option is set to 'No' |
| Renewal Link Requested Email |
When a user's email address is entered on the public Membership Renewal page The content of this email can be context-sensitive if the 'public_email_errors' option is set to 'No'. If the email address entered is unrecognized by the system or if it belongs to someone who cannot renew a membership, the email text will explain this. |
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| Password Requested Email |
When a user's email address is entered on the Password Help page The content of this email can be context-sensitive if the "public_email_errors" option is set to 'No'. If the email address entered is unrecognized by the system or if it belongs to someone who cannot renew a membership, the email text will explain this. |
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| Company Added Email |
When a new company is added When a company membership application is approved/becomes current |
When an administrator adds a company manually and selects 'No' to the 'Notify Account Of Change' question |
Table C.5. Kavi Members Optional Email
| Optional Email | ||
|---|---|---|
| Individual Membership Denied Email | Admin option to send on the Manage an Individual Membership Application page | |
| Company Membership Denied Email | Admin option to send on the Manage a Company Membership Application page | |
| User Custom | Admin option to send on Send Template Blast to Users page | |
| Company Custom | Admin option to send on Send Template Blast to Companies page | |
Table C.6. Kavi Members Scheduled Email
| Scheduled Email | ||
|---|---|---|
| These templates can be scheduled to go out automatically. Some notices are scheduled by default. All scheduled email is optional and can be reconfigured as needed. | ||
| Company Membership Moderation Email | Sent by default when a company's membership enters the Pending Moderation state | |
| Individual Membership Moderation Email | Sent by default when an individual's membership enters the Pending Moderation state | |
| Company Rep Moderation Email | Sent by default when a company representative's account application enters the Pending Moderation state | |
| Renewal: Reminder for a User | Not scheduled by default | |
| Renewal: Reminder for a Company | Not scheduled by default | |
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| Appendix B. Members Data |  |
Appendix D. Kavi Members Index of Tools |