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All CollectionsOnboardingINITIAL SETUP
Notifications and Triggers
Notifications and Triggers
Updated over a month ago

Section

Notification Title

Notification Trigger

Recipient

Member

Welcome email

Automatically sent out to new club members that sign-up on their own, and when manually added by admin

New club member

Manager new member notification

When a new member has signed up or been manually added by admin

Club manager

Forgot password

When a member clicks the Forgot Password link

Member

Credit card expired

When order attempts to process and charge customer's card on file

Member

Manager member change notification

If member changes club when logged in

Club manager

Welcome free club email

ANDREW

New club member

Order Placed

Order placed confirmation

This email will only be sent when the order is placed by the customer and "Authorize only" is toggled on . ALSO POS? DOES IT AUTH ONLY IF ON?

Customer

Pickup order placed confirmation

As soon as customer places order

Customer

Pickup order placed confirmation for winery

As soon as order is placed by customer

Ecommerce contact

Order Declined

Club order process declined cc

When card is declined, the member receives an automatic with link to login and update card on file.

Member

Club pickup order process declined cc

Gift club order process declined cc

Card updated

When the member logs in and updates their card, admin receives an email notification

Admin

Order Processed

Order processed

When admin processes the order

Customer

Club order processed

When admin creates a new club shipment and processes the order

Member

Pickup order processed

When customer picks up order and order gets processed by admin

Customer

Club pickup order processed

When customer picks up club order and order gets processed by admin

Member

Refund/Surcharge

Order refund/surcharge

Order refund/surcharge

Order refund/surcharge

Order refund/surcharge

Shipping Tracking

Notify order email shipping tracking

Notify order email club shipping tracking

Order Voided

Order voided email

Club order voided email

Pickup order voided email

Club pickup order voided email

POS Order

POS order placed confirmation

POS order placed confirmation admin

POS process email

Gift Membership

Gift club order processed - Gift giver email invoice

Gift membership expired

Gift membership expired - admin notice

Gift membership expiration

Gift membership - admin notice

Gift club processed email for user

Gift club pickup processed email for user

Gift club email shipping tracking for user

Gifted member Welcome

Gift Card

Gift card email to gift recipient

When order is placed by Gift Giver

Giftee

Gift card email to admin

When order is placed by Gift Giver

Admin

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