Monsum sends out email on your behalf for all activity in your account to your Clients. Email Templates are available for you to customize in German, English, Spanish, French, Italian, Hungarian, Dutch, Polish, Portuguese and in Russian.
Access Email Templates
To access your Email Templates, use these steps:
- Click on Account Settings in the top right corner
- Select Settings
- Under the Communication sub-tab, click on the Email Templates sub-tab.
Next to each email, you can do any of the following:
- On / Off - Click to turn the email on or off
- Email Type / + - Click on the Email Type Name or the + button to edit the email
- Restore default text - While editing the email, click on this link to restore back to the default email copy
- Save all - Click on this at the bottom of the page to save your Email Template settings
Billing and Payment
- Payment Chargeback - If the payment fails, the Client is notified to resubmit payment again with any incurred fees
- Payment Failed - If the payment fails, the Client is notified to update their payment
- New Invoice - Notifies Client of a new Invoice with a link to the Invoice and their Dashboard
- Upcoming Payment - Notifies Client of an upcoming payment with a link to their Dashboard
Subscription
- Checkout Link - When sending link by email inside a Client’s profile, this notifies the Client to complete the Subscription with a link
- Subscription Canceled - Notifies Client their Subscription is canceled
- Subscription Changed - Notifies Client their Subscription is updated
- Subscription Deactivated - Notifies Client their Subscription has been deactivated and encourages them to contact you
- Subscription Purchased - Notifies Client their Subscription is active
- Subscription Reactivated - Notifies Client their Subscription has been reactivated, whether their Subscription’s termination date has been reached or not
- Contract Extension Announcement - Notifies Client their Trial has been extended
- End of Trial Period - Sent shortly before the trial period ends, Client is notified their trial period is ending soon and payment for Subscription will be due
Clients
- Client Data Updated - Notifies Client their Client information (including details and payment) has been updated
- Credit Card Expiration - Notifies Client their Credit Card on file will expire shortly with a link to update payment
- Client Password Reset - Sends Client a new password when a password reset is requested
Other
- Invoice Cancellation Denied - Sends to the User that submitted an Invoice Cancellation Request if their request was rejected with a link to the Invoice
- Invoice Cancellation Approved - Sends to the User that submitted an Invoice Cancellation Request if their request was approved with a link to the Invoice
- Invoice Cancellation Requested - Sends to the Owner of the Monsum account, when an User requests an Invoice Cancellation for approval with a link to the Invoice
Email Text Placeholders
Placeholders allow you to substitute placeholder text with the appropriate value when the email is generated and sent. Placeholders begin and end with the % symbol.
Invoice & Subscription Data
| Placeholder | Details | Example on Email |
|
%account_number% |
Bank Account number |
1234567890 |
|
%account_owner% |
Account Owner |
Jill Smith |
|
%bank_code% |
Sort Code |
10000000 |
|
%BIC% |
Bank Identification Code (BIC) |
PBNKDEFF |
|
%cancellation_date% |
Cancellation Date |
03/01/2023 |
|
%cancel_link% |
Cancellation Link |
https://app.monsum.com… |
|
%chargeback_fee% |
Chargeback Fee |
EUR 9.00 |
|
%chargeback_total% |
Chargeback Total |
EUR 20.00 |
|
%checkout_link% |
Checkout Link |
https://app.monsum.com… |
|
%creditor_identifier% |
Creditor - Identification Number |
DE98ZZZ09999999999 |
|
%currency% |
Currency |
€ / EUR |
|
%date% |
End Date of the Trial Period, for End of Trial Period email only |
03/01/2023 |
|
%iban% |
IBAN |
DE 23 10000000 1234567890 |
|
%invoicedate% |
Invoice Date |
01/01/2023 |
|
%invoice_link% |
Invoice Link |
https://app.monsum.com… |
|
%invoice_number% |
Invoice Number |
100001 |
|
%invoice_period% |
Invoice Period |
01/01/2023 - 02/01/2023 |
|
%product_price% |
Product Price |
EUR 11.90 |
|
%product_quantity% |
Product Quantity |
1 |
|
%product_title% |
Product Title |
Cookies |
|
%start_date% |
Start Date, for Subscription Changed emails only |
01/01/2023 |
|
%subscription_duration% |
Length of the first contract term of the Subscription |
12 weeks |
|
%subscription_duration_follow% |
Length of the follow-up contract period of the Subscription |
9 weeks |
|
%subscription_Id% |
Subscription ID |
216084 |
|
%subscription_interval% |
Subscription Interval |
2 weeks |
|
%total% |
Total Amount |
EUR 100.00 |
|
%tracking_id% |
Tracking ID |
https://app.monsum.com… |
Client Data
| Placeholder | Details | Example on Email |
|
%address% |
Address Line 1 / Street |
123 Street Name |
|
%address_2% |
Address Line 2 |
Unit 987 |
|
%City% |
City |
Musterhausen |
|
%companyname% |
Company Name |
Sample Ltd |
|
%country% |
Country |
Germany |
|
%customer_data_link% |
Link to Client Profile |
https://app.monsum.com… |
|
%cust_first name% |
First Name |
Kala |
|
%cust_lastName% |
Last Name |
Wolfgang |
|
%customer_number% |
Customer Number |
0077 |
|
%dashboard_link% |
Link to Client Dashboard |
https://app.monsum.com… |
|
%e-mail% |
Email Address |
email@email.com |
|
%password% |
New Password |
a8cD3fGh1Jk7 |
|
%salute% |
Salutation |
Dear Sir |
|
%title_academic% |
Title |
Dr |
|
%zip code% |
Postal Code |
01234 |