Customer Email Types

A customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ made a purchase with an offline payment Offline payment stands for a group of payment options that do not involve online transactions like direct debit, wire transfers, and checks. With the order confirmation, the customer receives a link with information on how to make the payment. Ordered products are delivered as soon as Cleverbridge receives payment confirmation from the payment provider. option (unpaid order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order.) and has requested the transaction to be canceled. This email is sent to the customer once customer support has processed the cancellation. It confirms the cancellation.

A customer has requested a chargeback from their credit institution. This email informs the customer that Cleverbridge has received the request from the credit institution.

This email contains the delivery information for a purchase.

A customer placed a purchase and the software was delivered immediately without the upfront collection of payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost.. This email contains the invoice and payment instructions.

A customer has made a purchase and payment has been received. This email contains the delivery information and the receipt. For online payment Stands for a group of payment options that do not require the customer to submit the payment in an extra step after submitting the order. Online payments include credit, debit cards, and digital wallets. With an online payment option, the product is delivered almost immediately (as soon as the payment is processed which usually does only take a few seconds). options, the email is sent immediately after the purchase. For offline payment options, the email is sent once Cleverbridge has received payment.

A customer has requested a refund of their purchase. This email is sent to the customer once customer support has approved the refund request. It asks the customer to uninstall the software. Not used by default, only if the client wants Cleverbridge to use the letter of destruction process for refunds.

This email is sent when a customer has made a purchase with an offline payment option Set of payment choices displayed to the customer on the checkout page. Available payment options are based on the customer's GeoIP location and include different payment methods and types, for example: a Purchase order (PO) is a payment option we offer our B2B customers. POs are usually paid via the payment method of wire transfer.. It contains an order confirmation, payment instructions and a link for changing the payment option.

This email is sent to a partner once the client has accepted the partner request.

This email is sent to a partner once they have registered through the partner signup online form. It informs the partner that their registration was successful and that the request will be reviewed.

A customer placed a purchase order A B2B payment option in which software is delivered either immediately without the upfront collection of payment or after prepayment with proforma invoice. and received their product. This email is sent if Cleverbridge has not received payment within the defined payment term.

This email is sent to a customer if a card issuer has declined payment or if the purchase has been declined in fraud screening. It informs the customer of problems with the payment, how to resolve them, and asks the customer to execute the payment again.

This email is sent when a customer has used the Look up all purchases feature on cleverbridge.net. It contains an overview of all orders processed under their email address.

Purchase orders of non-partners must be approved by the client before the customer receives their delivery. This email is sent if a non-partner places a purchase order. It informs the customer that their purchase order is being reviewed.

This email is sent when a customer has requested a quote for a product on a quote page. It contains the price quote and a link to a page where the customer can place their order.

A customer has requested a refund of their purchase. This email is sent to the customer once customer support has approved the refund request. It confirms the refund and contains the original receipt and a credit note.

A customer has canceled a purchase order for which they have not paid yet. This email is sent to the customer once customer support has approved the cancelation request. It confirms the cancelation and contains the original invoice and a credit note.

A customer has requested a refund of their purchase by filling out the online form at https://www.cleverbridge.com/refund/. This email is sent to the customer so that they can confirm their refund request.

This email is sent if a customer's bank has rejected a direct debit. The customer is asked to pay by wire transfer.

A customer has requested information on a subscription-related charge from their credit institution. This email informs the customer that Cleverbridge has received the information request from the credit institution.

A customer has requested information on a purchase-related charge from their credit institution. This email informs the customer that Cleverbridge has received the information request from the credit institution.

This email informs a customer in case the pattern of a purchase indicates possible fraud and the purchase is selected for manual review. The reason is not disclosed.

This email is sent to a customer if they cancel their subscription. It confirms the cancelation. This email is also sent when a customer turns off automatic renewal for the subscription in the customer self-service portal.

This email is sent to a customer when they update the payment details for their subscription. It confirms the new payment details.

A customer has requested a chargeback from their credit institution for a subscription. This email informs the customer that Cleverbridge has received the request from the credit institution.

This email is sent to the customer in case the payment for a subscription could not be processed with the current payment details. It informs the customer that they must update their payment details within the grace period, or else the subscription will be put on hold.

This email is sent if the payment for a subscription could not be processed with the current payment details. It informs the customer that the subscription has been deactivated because payment failed.

A subscription was either placed on hold manually (Await Reinstate) or set up with manual renewal and therefore had required confirmation by the customer that the subscription should stay active. This email is sent when the subscription has been reactivated as a result of the customer's confirmation. This email is also sent if a customer turns on automatic renewal for the subscription in the customer self-service portal.

This email is sent to a customer when the renewal for a subscription with an online payment option is approaching. It reminds the customer of the upcoming renewal of their  subscription. The customer can choose how many days before the renewal date the email should be sent. The default is seven days.

RMR_CU

[Applicable for Subscription Management 2.0 only]

This email is sent to customers who have to manually renew their subscriptions using online payment options. It reminds them that they must submit their online payments soon, or else their subscriptions will expire.

Billing

Contact

This email is sent to a customer when the renewal of a subscription with an offline payment option is approaching. It reminds the customer of the upcoming renewal and requests payment. The customer can choose how many days before the renewal date the email should be sent. The default is seven days.

This email is sent to a customer seven days prior to the renewal of a subscription if the customer's credit or debit card has expired. It asks the customer to update their payment details.

This email is sent to a customer when the payment for a subscription failed with the current payment details. It informs the customer of a new attempt to process the payment in five days.

This email is sent to a customer if the product they are subscribed to has been changed. It contains information about the new product.