_UserGuide_EmailSettings

Email Settings

This section of the user guide describes the usage for Notifications and Email Automation setting.

Notifications

Internal Email Distribution

email@company.com, two@company.com

Internal Email Distribution

Email addresses defined in this setting will receive notifications for each application completed and abandonment.

Add multiple email addresses comma "," separated.

Do not send...

Deferred Signature

Check this setting to mute the application completed notification when the application has a deferred signature.

Deferred request notification settings are handled in the Deferred Requests Timer.

Abandonment Timer

0

Abandonment Timer

Enter the number of minutes to wait before triggering an abandonment notification. Abandonment timer is restarted each time the end-user interacts with the application.

Enter 0 to disable.
Maximum 120 minutes.

Deferred Requests Timer

0

Deferred Requests Timer

When the end-user defers an authorization or other external deferral request. Enter the number of days to wait before triggering a deferred request notification. This notification is sent to the Primary Contact Email (application end-user). Refer to Edit Application User Guide for Primary Contact Email usage.

Enter 0 to disable.
Maximum of 7 days.

Maximum Deferred Notifications

0

Maximum Deferred Notifications

Enter in the number of times to resend the deferred request notification. Used in conjunction with the Deferred Requests Timer.

Example: If the Deferred Requests Timer is set to 2 days, and the Maximum Deferred Notifications is set to 3 times. Then every 2 days the deferred request notification will be sent to the Primary Contact Email until the request is completed, up to 3 times.

Approval Automation Email

Send Approval Email

Check this setting to send an approval email to the Primary Contact Email when the application status is changed to Approved.

Refer to Edit Application User Guide for Primary Contact Email usage.

Subject for Approval Email

Application approved

Subject for Approval Email

Enter the text to be displayed in the subject line of the approval email.

Include Approved Amount

Check this setting to include the approved credit amount in the email.

Body for Approval Email

Your application for financing has been approved.

Regards,
Harbr Credit

Body for Approval Email

Enter the text to be displayed as the body of the approval email. Accepts links and basic plain-text formatting for maximum compatibility.

Trade Reference Automation Email

Important

Trade Reference email automations are enabled by default when the Trade Reference Email field type is assigned to a question. Refer to Edit Application User Guide for Trade Reference Email usage.

Subject for Trade Reference Email

Request for Credit Reference

Subject for Trade Reference Email

Enter the text to be displayed in the subject line of the trade reference email.

Include Application Data

Include Trade Reference Data

Check this setting to include the applicants answers to the trade reference questions in the email. This is useful for the trade reference to easily respond to the reported data.

Only reported data from the trade reference section is included.

Body for Email

You have been listed as a trade reference in a recent credit application.

Regards,
Harbr Credit

Body for Trade Reference Email

Enter the text to be displayed as the body of the trade reference email. Accepts links and basic plain-text formatting for maximum compatibility.

Also include additional questions for the trade reference to respond to alongside the applicants reported data.

User Guides

Quick Start Edit Application Email Settings Approval Automations Webhooks Overview

Email Settings

Notifications

Internal Email Distribution

Deferred Signature

Abandonment Timer

Deferred Requests Timer

Maximum Deferred Notifications

Approval Automation Email

Send Approval Email

Subject for Approval Email

Include Approved Amount

Body for Approval Email

Trade Reference Automation Email

Important

Subject for Trade Reference Email

Include Trade Reference Data

Body for Trade Reference Email

User Guides

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