Product E-mails
- Vicki McEwen
- Mark Redding
What & Where
E-mail types and where they are located and maintained.
E-mail Type | Hosted Location | Maintenance App | Owner |
|---|---|---|---|
System E-mails |
| Dev/Product | |
Marketing | Hubspot | Hubspot | Marketing Team |
UserFlow | Hubspot | Hubspot | Customer Success Team |
List of System E-mails
Hosted Location | UC Application | Function | Template | Maintenance App | Triggered By |
|---|---|---|---|---|---|
Auth0 | ALL | Verify Email Address | Verification Email (using link) | Auth0 (or use Chamelion to generate HTML) | Sign up for first time |
Auth0 | CCH | Get MFA code when MFA enabled | Verification code for Email MFA | Auth0 (or use Chamelion to generate HTML) | User signs in with MFA enabled |
Auth0 | ALL | Reset Password | Change Password (link) | Auth0 (or use Chamelion to generate HTML) | User selects reset password on sign in page |
Contacts | CCH | sendAcceptedRequestToJoinAccountEmail | systemAcceptedJoin | Admin approves request to join account (goes to the User) | |
Contacts | CCH | sendAccountDeactivatedAdminEmail | systemAccountDeactivatedAdmin | When Admin deletes an account | |
Contacts | CCH | sendAccountDeactivatedAdminsEmail | systemAccountDeactivatedAdmins | When Admin deletes an account | |
Contacts | CCH | sendAccountDeactivatedEmail | systemAccountDeactivatedUsers | When Admin deletes an account (goes to Users) | |
Contacts | CCH | sendAccountDeactivatedInviteesEmail | systemAccountDeactivatedInvites | When Admin deletes an account (goes to invitees) | |
Contacts | CCH | sendAccountDeactivatedRequestedEmail | systemAccountDeactivatedRequested | When Admin deletes an account (goes to pending requesters that asked to join) | |
Contacts | CCH | sendAccountDetailsEmail | systemSharedAccountDetails | When a list is distributed | |
Contacts | CCH | sendAccountMergeApprovedEmail | systemMergeRequestApproved | When an account merge request is approved | |
Contacts | CCH | sendAccountMergeCompletedDestinationEmail | systemMergeCompletedDestination | When an account merge is completed (goes to destination account admin) | |
Contacts | CCH | sendAccountMergeCompletedOriginEmail | systemMergeCompletedOrigin | When an account merge is completed (goes to origin account admin) | |
Contacts | CCH | sendAccountMergeDeclinedEmail | systemMergeDeclined | When an account merge is declined | |
Contacts | CCH | sendAccountMergePendingEmail | systemMergePending | When a request to merge accounts occurs (goes to originator) | |
Contacts | CCH | sendAccountMergeRequestEmail | systemMergeAccountRequest | When a request to merge accounts occurs (goes to destination) | |
Contacts | CCH | sendAPIWhiteboxAdminNotificationEmail | systemWhiteboxAdminNotifications | When new public applications become available to a whitebox account | |
Contacts | CCH | sendDeclinedRequestToJoinAccountEmail | systemJoinAccountDeclined | When an admin declines a request to join | |
Contacts | CCH | sendEmailUpdateEmail | systemEmailUpdate | When user submits a request to update their email address | |
Contacts | CCH | sendFinishedBuildEmail | systemBuildFinishedAvailable | When a build completes | |
Contacts | CCH | sendInternalCCPurchaseEmail | systemPurchaseSuccessInternal | When customer has paid for a subscription (the email goes to UC Admins with details of the order) | |
Contacts | CCH | sendInternalDemoRequestEmail | systemDemoRequestInternal | When a customer requests a demo (email goes to UC Admins) | |
Contacts | CCH | sendInternalNoRenewalEmail | systemNoRenewal | When a customer does not renew their subscription (email goes to UC Admins) | |
Contacts | CCH | sendInternalPORequestEmail | systemPoRequestReviewInternal | When a customer purchases a subscription on a Purchase Order (email goes to UC Admins) | |
Contacts | CCH | sendInternalQuoteEmail | systemQuoteRequestInternal | When a customer requests a quote (email goes to UC Admins)When a customer requests a quote | |
Contacts | CCH | sendInternalRefundChargeBackEmail | systemChargeBackRefundInternal | When a customer modifies a subscription requiring a chargeback refund (email goes to UC Admins) | |
Contacts | CCH | sendInternalRelatedDomainRequestEmail | systemRelatedDomainInternal | When a customer has submitted a related domain request for approval | |
Contacts | CCH | sendInternalRenewalWebhookEmail | Disabled | No longer used | |
Contacts | CCH | sendInternalSampleBuildRequestEmail | systemBuildRequestInternal | When a customer has requested a Sample Build file be sent | |
Contacts | CCH | sendInternalWeeklyReportEmail | systemWeeklyAccountUserReport | Automatic weekly account and user report (email sent to UC Admins) | |
Contacts | CCH | sendInviteToJoinAccountEmail | systemJoinAccountInvite | When an Admin invites a user to the account (email goes to the user) | |
Contacts | CCH | sendJoinAccountVerificationEmail | systemJoinAccountVerification | When a user has requested to join an account (email goes to the user and contains a validation token) | |
Contacts | CCH | sendPasswordResetEmail | systemPasswordReset | No longer used - handled by Auth0 now | |
Contacts | CCH | sendPORequestApprovalEmail | systemPORequestApproved | When a purchase order has been approved (email goes to the customer) | |
Contacts | CCH | sendPORequestDeniedEmail | systemPORequestDenied | When a purchase order has been denied (email goes to the customer) | |
Contacts | CCH | sendQuoteEmail | systemQuoteRequest | When a customer requests a quote (email goes to the customer) | |
Contacts | CCH | sendRequestToJoinAccountEmail | systemJoinAccountRequest | When a user requests to join an account (email goes to the account admin) | |
Contacts | CCH | sendSampleBuildRequestConfirmationEmail | systemBuildRequestUser | When a user requests a sample build (email goes to the customer making the request) | |
Contacts | CCH | sendSampleBuildRequestEmail | systemSampleBuildRequest | When a customer requests a sample build (contains the build files) | |
Contacts | CCH | sendVerificationEmail | systemAccountVerification | When a user signs up and creates a new account (email goes to customer telling them account needs to be verified) | |
Contacts | CCH | sendWelcomeEmail | systemNewUser | When a user signs up and creates a new account (email goes to customer) | |
Contacts | contacts | pruneDeletedAccounts | systemWeeklyAccountUserCleanupReport | May not be live anymore | |
Contacts | contacts | samplebuildmoreinfoAction | systemSampleBuildRequestFollowup | May not be live anymore | |
Contacts | contacts | sendRenewalFirstEmails | Renewal Email #1 | May not be live anymore | |
Contacts | contacts | sendRenewalResoldFirstEmails | VAR Renewal Email #1 | May not be live anymore | |
Contacts | contacts | sendRenewalResoldSecondEmails | VAR Renewal Email #2 | May not be live anymore | |
Contacts | contacts | sendRenewalResoldThirdEmails | VAR Renewal Email #3 | May not be live anymore | |
Contacts | contacts | sendRenewealsSecondEmails | Renewal Email #2 | May not be live anymore | |
Contacts | contacts | sendRenewalThirdEmails | Renewal Email #3 | May not be live anymore | |
Contacts | NextGen | autoApprovalAdmin | systemUC40AutoApprovalAdmin | When a new user joins an account where auto approval enabled (email goes to account Admin) | |
Contacts | NextGen | invited | systemUC40Invited | When a user (that already has registered) is invited to an account (email goes to the user with the link to Log In) | |
Contacts | NextGen | invitedMessage | systemUC40InvitedMessage | When a new user is invited to an account (email goes to the user) and the Admin entered a custom message to the user (this feature disabled currently) | |
Contacts | NextGen | invitedRegister | systemUC40InvitedRegister | When a user (that has not already registered) is invited to an account (email goes to the user with the link to Sign Up) | |
Contacts | NextGen | invitedRegisterMessage | systemUC40InvitedRegisterMessage | When a user (that has not already registered) is invited to an account (email goes to the user with the link to Sign Up) that contains a customer message (currently not enabled) | |
Contacts | NextGen | RequestToJoin | systemUC40RequestToJoin | When a user requests to join an account that does not have auto approval enabled (emails goes to the account Admin) | |
Contacts | NextGen | RequestToJoinApproved | systemUC40RequestToJoinApproved | When an account admin approves a request to join (email goes to the user) | |
Contacts | NextGen | RequestToJoinApprovedAdmin | systemUC40RequestToJoinApprovedAdmin | When an account admin approves a request to join (email goes to the account Admin) |
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