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Email templates

Edited under Admin, Email messages. All are plain text.

Nothing sends until an email connector is configured and enabled.

Key Name Trigger Audience Can disable
repair.submitted Repair received Someone lodges a repair through the client portal The person who lodged it Yes
repair.ready Ready for collection A repair is marked ready The person who lodged it Yes
repair.ready.tutor Ready for collection (tutor) A repair is ready and the student has a tutor on file The student’s tutor Yes
ticket.acknowledged Ticket received A ticket is raised with somebody to send it to The person who raised it Yes
ticket.reply Ticket reply The desk replies in public. Internal notes never send The person who raised it Yes
ticket.closed Ticket closed A ticket is closed and the requester has an email address The person who raised it Yes
purchase.receipt Purchase receipt A student buys something and a parent address is on file The parent or guardian No
monitor.down Monitor alert A monitored service has been unreachable long enough to alert Staff who can view monitors Yes
backup.failed Backup failed A scheduled backup does not complete Staff who can manage backups No
parent.login Parent sign-in link A parent asks for a link to the parent portal The parent who asked No
plan.changed Plan changed A licence is activated or removed and entitled modules change Staff who can manage billing No
report.scheduled Scheduled report A scheduled report is delivered Whoever the schedule names Yes
digest.daily Daily digest Each morning, to staff who opted in Staff with the digest turned on Yes
visitor.arrived Visitor arrived A visitor or contractor signs in to see somebody, and host notification is on The staff member being visited No
visitor.wwccReminder Contractor WWCC renewal A contractor’s Working With Children Check is about to expire, or has The visitor register’s reminder recipients No

purchase.receipt. A receipt to a parent for money taken. Switching it off leaves you with no record when a parent queries a charge.

backup.failed. An alert about your own data protection failing. If it can be switched off, eventually somebody will, and find out during a restore.

parent.login. The mechanism a parent uses to reach the portal. Off, the portal has no entry.

plan.changed. Modules appearing or disappearing without explanation is confusing enough to warrant a mandatory message.

The two visitor register messages cannot be switched off here for a different reason: each already has its own switch. Host notification is turned off in the register’s settings, where the change is audited and every sign-in records it. WWCC reminders stop going by email when the register’s recipient list is empty. A second, unaudited switch in this editor would undo that.

Written {{likeThis}}. The editor lists the ones each message carries, with a description and a realistic sample.

Common ones:

Variable Holds
{{name}} Who the message is about or to
{{deskName}} What your service desk calls itself, from branding
{{trackingUrl}} The person’s private repair status link
{{repairType}} What kind of repair, when known
{{deviceSuffix}} The serial in brackets, or nothing when unknown
{{loanLine}} A line about the loan device, when one was issued

A variable that does not exist on a message is rejected when you save, rather than rendering blank in production. That is why the catalogue is defined in one place: a template containing {{studentName}} on a message that never had a student is the sort of thing that otherwise shows up first in what a parent receives.

Every send in the product is plain text.

Offering an HTML editor would mean deciding how to escape a school’s own data inside it. HTML should be a decision rather than a side effect of the template box accepting tags.

The editor renders your wording with sample values, so you see the message as a parent would. Use it. Wording that reads fine in the editor frequently reads oddly once the variables fill in.

Ready for collection. Say where. “Ready to collect from the ICT office, opposite the library” saves a lot of questions.

Purchase receipt. Say what to do if something is wrong, and who to contact.

Repair received. Set a timing expectation if you have one.

Ticket received. Say whether replying to the email works. It does not by default.

  • Internal notes, ever.
  • Anything with no recipient address on file, which is skipped without an error.
  • Anything while the email connector is in demo mode, which logs instead.