Communication Profiles

Overview

Communication profiles can be utilized to create a centralized communication experience for end-customers. This allows clients to send notifications to their customers based on their type of account. Renewal notices, new account, invoices, subscription created, payment processed-thank you, and more.

In PeakCommerce, communication profiles can be found in the Communication Profiles tab in the lefthand navigation.

To add a communication profile click the add button in the right-hand corner of the communications profile box.

Communication profiles

Communication profiles are made up of 3 components: Basic Information, Email Templates, and Page Templates.

Basic information

Name: the name of the Communication Profile can be edited here.

Email templates

There is an assortment of notifications that can be sent to the customer’s email and can be configured using HTML. These 11 templates can be activated or deactivated when editing the template, and previewed when using the Actions button.

Editing an email template includes the email Subject, HTML code, and an "Activate" checkbox. When editing these email templates, they can always be restored to the default code using the hyperlinked text at the bottom of the page.

Account Emails

These emails are related to login account information including account activation, verification, and password changes. Currently, these four emails come directly out of PeakCommerce's IDP Auth0. If more customized emails are desired, these templates can be used as a replacement.

Change Password Notification Email Template

This email notification is sent to the customer's email notifying them that their password has recently been changed. It includes a link to login to their account from there.

Open New Account Notification Email Template

This notification is sent to the customer's email notifying them that they were successful in opening their new account. It includes a link to activate the account.

Account Verified Notification Email Template

This notification is sent to the customer's email with a link to verify their email address to complete their registration.

Reset Password Notification Email Template

This notification is sent to the customer's email with a link to direct them to reset their password if or when the need arises.

Product/Subscription Notifications

These four emails confirm changes to a subscription. Depending on the billing system, these emails may be sent through the billing system communication profile instead of via PeakCommerce.

Example: Zuora's amendment emails

Add Product Notification Email Template

This notification is sent to the customer's email to confirm new products have been added to their subscription.

Cancel Subscription Notification Email Template

This notification is sent to the customer's email to confirm that the customer has canceled their subscription.

Removed Product Notification Email Template

This notification is sent to the customer's email to confirm that certain products have been removed from their subscription.

Renew Subscription Notification Email Template

This notification is sent to the customer's email to confirm their subscription had been renewed for another term, whether automated or manual renewal.

Update Subscription Notification Email Template

This notification is sent to the customer's email to confirm their subscription has been updated. This may be or upgrading or downgrading products and will identify the new subscription terms.

Payment Emails

These two emails confirm that payment has been received, and thanks the customer. An invoice preview can be included. Depending on the billing system, these emails may be sent through the billing system communication profile instead of via PeakCommerce.

Invoice Payment Thank you Notification Email Template

This notification is sent to the customer's email after an invoice has been paid. It thanks them for their payment and contains the billing information and order summary.

Subscription Payment Thank You Notification Email Template

This notification is sent to the customer's email after payment is made for a subscription's renewal charges. It thanks them for continuing their subscription and contains the billing information and order summary.

Page Templates

These pages show up in-app within the Peak portal in the customer’s account page. To activate these check the active box, after pressing edit on the actions.

Invoice Payment Thank you Page Template

The invoice payment thank you is a pop up that is displayed to the customer in their portal after the invoice payment is made.

Example:

Subscription Payment Thank You Template

In the previous version of PeakCommerce, this page would pop up after a bill run was executed.

Note: This field is being phased out

Assigning to Profile

Communication profiles are assigned to a profile within the Configurations tab. See below.

If PeakCommerce Communication Profiles are not being used, the Communication Profile selection will be set to Default Profile, but all emails can be deactivated by unchecking the "Active" box when editing the email templates.

Billing Communication Profile

Similarly to assigning a Communication Profile into the profile configurations, there is also a field for Billing Communication Profile.

This is where the communication profile set up in the billing system to send out automated emails can be selected. This field will have a dropdown list of all the communication profiles within the billing system.

Billing Communication profiles handle notifications related to finance. These are triggered based on certain events in a billing system. (See your billing system for events).

More

Related articles include:

• Profile: Configurations