Email and Alert Notification Descriptions Follow
Below you will find an explanation of the various emails and when they are sent or how they are used.
Customer Sign in Notifications
New Customer Greeting
This confirmation/welcome message will be sent
- When someone has signed up for an online account, or
- When someone has placed an order using a public order form, or
- When you manually add the person to your site in the Users & Groups page and check the Send them a greeting box.
Job Confirmations to Customers
Job Initiated - Files not Received
- This warning will be sent if the file transfer for a job has not been completed within the time you have set on the Options page.
Job Rejected - Storage Limit Exceeded
- This warning will be sent only if an order would exceed the file storage limits of your MyOrderDesk package. Your shop would have been sent (and ignored) a Low MyOrderDesk Storage Space warning before the system reached this point. See Options page.
Job Received
- This confirmation will be sent after the person who is placing the order or sending the file clicks the Send button. Does NOT apply to PDF2U jobs (see Job Received w/PDF2U Proof).
Job Received - w/PDF2U Proof
- For PDF2U jobs only. This confirmation will be sent when the PDF2U proof is ready for review. It is sent instead of the New Job Sent email.
Job Approval, Changes, Status Notifications to Customer
Stale Cart Reminder
- This alert will be sent when carts have been left unattended per State Cart Notifications settings.
System Update to Cart Item
- A notice when the system makes automated changes to an item in a cart.
Job Received - Notify 'Group Viewer'
- This courtesy notice will be sent when someone places an order or sends a file. It is only sent to the person you have assigned as a Viewer on the Users & Groups page.
Approval Request - Notify 'Approver'
- This job approval request will be sent when a customer sends a job or file. It is sent to the person (or people) you have assigned as an Approver on the Users & Groups page.
Approval or Rejection - Confirmation
- This notice will be sent when a job has been approved or denied by an Approver. You can prevent a copy of this email from being sent to your shop on the Options page.
Approval or Rejection - Final Update
- When there are several levels of approvers, this notice will be sent when a job has been approved or denied by the final Approver. You can prevent a copy of this email from being sent to your shop on the Options page.
Job Specs - Changed
This change in job status alert will be sent:
- Whenever the system generates a new status.
- If anyone adds a note in the job's History tab.
You can prevent a copy of this email from being sent to your shop on the Options page.
Proof Ready - Files Added by Shop
- This proof acceptance request for an existing job will be sent after your shop manually loads a proof into the job using the View/Add Proof tab and the Notify Customer button is clicked.
Status - Update (New Job Status)
This change in job status alert will be sent
- Whenever the system generates a new status.
- If anyone adds a note in the job's History tab.
You can prevent a copy of this email from being sent to your shop on the Options page.
Job Payment Request
- This alert is optionally sent when requesting payment on a job.
DocMart Low Inventory Notice
- This warning will be sent when the inventory level for an item has fallen below a threshold you set on the DocMart page.
Cart Collaboration
Collaboration Approval Request
- This job approval request will be sent when a customer sends a job or file. It is sent to the person (or people) you have assigned as an Approver on the Users & Groups page. See Article How to Setup Approvals and Viewers in Users and Groups for details on Collaboration Cart setup.
Collaboration Approval or Rejection - Confirmation
- This notice will be sent when a job has been approved or denied by an Approver. You can prevent a copy of this email from being sent to your shop on the Options page. See Article How to Setup Approvals and Viewers in Users and Groups for details on Collaboration Cart setup.
Collaboration Approval or Rejection - Final Update
- When there are several levels of approvers, this notice will be sent when a job has been approved or denied by the final Approver. You can prevent a copy of this email from being sent to your shop on the Options page. See Article How to Setup Approvals and Viewers in Users and Groups for details on Collaboration Cart setup.
Cart Order Form Snippets
Snippets (Mergable data of Order Form data)
- This data will be merged wherever {JobItemSnippet} is used.
Proofs
Proof Request
- This email will be sent to the user for proof acceptance/rejection.
Tickets
Ticket Received
- This email will be sent when the site receives the user's new ticket request via email.
Ticket Update
- This email will be sent when the site updates the ticket.
Signature (Shop Contact & Address Info)
Footer (displays at bottom of all Customers Notifications)
- The text in the Signature will be added to the bottom of every email sent to your customers. Signatures usually contain the same information as a letterhead: Company name, address, phone and fax numbers, website address, and a general email address. Company slogans or sales marks can also be used. You can say whatever you want. You can use the merge fields we started you off with, or replace them with text.
Notifications to the Shop
DocMart Low inventory Notice
- This warning will be sent when the inventory level for an item has fallen below a threshold you set on the DocMart page.
New Job Received
- This new job alert will be sent when a customer has placed an order, sent a file, or requested a quote. Basically, when they click the Send button on an order form.
New Job Received - for Printer's Plan WebLink System
- This email will be sent when an order is placed or a file is sent. It is only sent to the address listed under New Job Received Auxilary Email on the Options page. It is used to feed job info into the Printer's Plan management system or the like. (The Printer's Plan "WebLink" module is required at the receiving end.)
Job Catagory Update
- This email will be sent when a job's category is updated.
Job Payment Request - PAID
- This alert will be sent upon payment of a previously checked out job.
Job Proof Accept/Reject
- This email will be sent when a user accepts or rejects a proof uploaded to their job.
Proof Update
- This email will be sent when a user accepts or rejects a proof.
Ticket Update
- This email will be sent when the user updates the ticket.
Notifications to Vendor
Job Category Update
- This email will be sent to the vendor in the Users and Groups when a jobs category has been updated.