Work 365

Email Templates

178 views July 30, 2019 March 2, 2020 0

Work 365 has email templates that are sent out as email notifications. A full list can be found at Work 365 ➤ Email Templates.

  1. Auto Send Invoice– The template used to send the invoice to the customer. For details on setting up the Auto Send Invoice functionality, see Work 365 Billing Contracts.
  2. Link to accept CSP Relationship– Template used to send the reseller relationship request. See the Customer Onboarding Workflow for details.
  3. Notification for the consumption of Usage Subscriptions– Template used to notify the customer of current consumption threshold on Usage-based Subscriptions. For details see Usage Subscriptions.
  4. Notification for long-running Data Import Jobs– Internal template notifying import jobs that took longer than expected to complete. To view the jobs go to Advanced Settings ➤ Data Management ➤ Imports.
  5. Notification for new Provider Account– Internal notification saying a customer has accepted the reseller relationship request and added you as a reseller and thus a Provider Account has been created. For details on Provider Accounts see Work 365 Provider Accounts.
  6. Notification on import of Provider Invoices– Internal daily notification detailing the Provider Invoices which synced from the Automatic Provider. For details on Provider Invoices see Work 365 Provider Invoices.
  7. Portal Invitation– Invitation sent to the customer for the Self-Service Portal. For details on sending invitations see Inviting Customers to Self-Service Portal.
  8. Reminder for Manual Provider Non-Recurring Items– Notification template for Non-Recurring Items with Manual Providers to provision the license and update the status reason on the Non-recurring item. For details on Non-Recurring Items, see Non-Recurring Billing contracts and Items.
  9. Reminder for Manual Provider Subscriptions– Notification template for Subscriptions with Manual Providers to provision the license and update the status of the License Change Log from Awaiting Provisioning to Provisioned. For details on License Change Logs, see Work 365 License Change Logs.
  10. Secure link to accept Payment Information– Email template used to send payment profile request to customers. Uses Mandatory Token to add the Secure Link when sending the email. For details on sending payment profile request see Work 365 Creating a Payment Profile.

Each email template has the following fields:

  • Type: The type of email template that is chosen from the list provided.
  • Name: This is the name of the email template.
  • Subject: The subject line of the email that will be sent to the customer.
  • From: The email id from which the customer will receive the email. This field can be changed to a different alias.
  • To: The recipient of the email.
  • Cc: Other recipients of the email whose contact is visible to others.
  • Bcc: Other recipients of the email whose contact is not visible to others.


  • Mandatory Tokens: These are secure links that are sent to customers that are automatically populated when the email is sent. For instance, here is a {Secure Link} sent to a customer for submitting their payment information. Note: do not make changes to this token.
  • Optional Tokens: These are other tokens that are added to the email that are automatically populated when the email is sent.




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