Customer communications
Clear and timely customer communication is essential for building trust, reducing support requests, and guiding customers through purchase and subscription processes. Cleverbridge supports these communications with transactional emails, email management tools, optional email marketing services, and quote-based purchase flows.
Use this section to learn which emails Cleverbridge sends to customers, how to view and manage transaction emails, and how email marketing services can extend standard customer communications. You can also learn how quotes support new orders, renewals, upgrades, and purchase order processes by helping customers review pricing and key terms before they confirm a purchase or subscription change.
Email marketing services
Cleverbridge automatically sends essential, PCI DSS-compliant transactional emails during purchase and subscription processes. To use custom templates, advanced reporting, recurring campaigns, and additional targeting options, you can upgrade to Cleverbridge email marketing services.
Manage customer emails
You can use SCM and CA to view transaction emails, generate selected customer emails, control whether generated emails are sent, held, or queued, and receive copies of emails sent to customers.
Customer email types
Cleverbridge sends transactional emails to customers during purchase and subscription processes. Use this reference to identify each customer email type, its email ID, when it is sent, who receives it, and whether a PDF is attached.
Quotes for new and existing orders
Quotes help customers review pricing and key purchase terms before they place or update an order. They are commonly used by businesses, educational institutions, and government agencies that require internal budgeting, procurement approval, or purchase order processes.