VinesOS

Notifications and Triggers

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Section	Notification Title	Notification Trigger	Recipient
Member	Welcome email	When a new club member signs up by themself OR when admin adds a new member and then checks the checkbox in the order to trigger the email to be sent	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 an order attempts to process and charge a customer's card on file	Member
	Manager member change notification	When the member changes club when logged in	Club manager
	Welcome free club email	Automatically sent to new free club members when they sign up on their own	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 notification with link to login and update card on file.	Member
	Club pickup order process declined cc	When card is declined, the member receives an automatic notification with link to login and update card on file.	Member
	Gift club order process declined cc	When card is declined, the gift giver receives an automatic notification with link to login and update card on file.	Gift Giver
	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	When the gift club order has been processed	Gift giver
	Gift membership expired	When the gifted wine club membership ends (final shipment processed)	Member
	Gift membership expired - admin notice	When the gifted wine club membership ends (final shipment processed)	Admin
	Gift membership expiration	When the gift club subscription is about to expire (Andrew: what/when is the actual trigger?)	Member
	Gift membership - admin notice	When a new gift club sign-up occurs	Admin
	Gift club processed email for user	When the initial gift club membership order placed by the gift giver has been processed	Member
	Gift club pickup processed email for user	When a gift club order has been processed and is ready for pickup	Member
	Gift club email shipping tracking for user	When a gift club order has been processed and is shipping	Member
	Gifted member Welcome	When the new member has been gifted a wine club membership	Member

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