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Configuring Notifications for Split Account Partners

Overview

Once you have set up revenue splitting with a third party, you may want to send out email notifications with limited information to these split pay account partners.

Once you have set up revenue splitting with a third party, you may want to send out email notifications with limited information to these split pay account partners.

Notification Setup

You must first set up an email notification. Go to SpringBoard's Store Home » Notify.  Click Add next to Custom Notifications.

notify.png  403.png

Select Order Completed as the Event Type because you will want to notify your split pay partners when an order occurs. Click Next. Enter in a Name that is used for management purposes only. Under Email Address List, enter in SOURCE in all capital letters.

584.png585.png

If you would like to send split pay partners the full default email notification, click Save. Frequently, however, you will want to limit the information sent. In this case, you can delete information from the Subject and Contents fields of the Custom Email Template. If you accidentally delete something, you can regenerate the default email notification by clicking Reset.

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Common Information to Delete in Split Partner Notification Email

Typically, you will want to notify your split pay partner that a sale has occurred, but you may not to provide specific information about the customer and payment information. Additionally, there is no reason to send the fulfillment actions (such as download link and license code) associated with the order or any survey field responses.

We recommend deleting the following lines of information in the notification email:

FULFILLMENT:
<repeat value="#{baseItem.visibleFulfillment}" var="fulfillment">
#{fulfillment.serviceType} #{fulfillment.reference}
  <if test="#{fulfillment.isLicense}">#{fulfillment.licenseName}
#{fulfillment.licenses.list}</if>
</repeat>
==================================================================
Details
==================================================================
<if has="#{order.purchaser}">
------------------------------------------------------------------
Purchaser
------------------------------------------------------------------
#{order.purchaser.fullName}
  <if has="#{order.purchaser.companyName}">
#{order.purchaser.companyName}
  </if>
#{order.purchaser.email}
#{order.purchaser.phone}
</if>
------------------------------------------------------------------
Customer
------------------------------------------------------------------
#{order.customer.fullName}
<if has="#{order.customer.companyName}">
#{order.customer.companyName}
</if>
#{order.customer.email}
#{order.customer.phone}
------------------------------------------------------------------
Address
------------------------------------------------------------------
#{order.customer.fullName}
#{order.address.address1}
<if has="#{order.address.address2}">
#{order.address.address2}
</if>
#{order.address.city}, #{order.address.region} #{order.address.postalCode}
#{order.address.country}
------------------------------------------------------------------
Payment
------------------------------------------------------------------
<repeat value="#{order.payments}" var="payment"> 
#{payment.type}
</repeat>
<if test="#{order.hasSurveyFields}">
==================================================================
Survey
==================================================================
<repeat value="#{order.surveyFields}" var="field">
#{field.display} = #{field.value}
</repeat>
</if>

We're Here to Help

If you need assistance configuring notifications for split account partners, please open a support ticket.

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