https://admin.rebillia.com/main/settings/advanced/notifications
Send and receive notifications when important events happen on your account. This is the main method of communication between the business and its customers as well as for the business to receive notifications about events.
Notification Channels
Rebillia offers businesses the ability to connect different communication means to interact with events and create notifications. From connecting your Gmail account, through an SMTP server to push notifications, SMS, WebHooks, and API calls, each is its own channel and can have its own notification content, even for the same event.
At the moment, Rebillia only publicly offers Gmail, SMTP, and In-App Push Notifications as available channels. SMS messages, API Calls, and WebHooks are experimental and only available on a closed beta environment.
Connecting a Notification Channel
To connect a notification channel to Rebillia, navigate to the “Notifications” page, look for the “Channels Settings” side bar at the top-right corner of the screen, and click the “click here” link of the channel you want to connect.
Google Gmail
To connect your first Gmail channel, just click on the big blue “GET STARTED” button. If it is not your first, you can click on the “Actions” button on the top-right corner of the screen and select “Connect a new Gmail account”.
Once clicked, you will be redirected to log in to a Gmail account. That will be the account emails will be sent from. In order for Rebillia to be able to send emails, Google will ask you to accept a set of permissions, allowing Rebillia to send emails on your behalf.
Once that is completed, you will be redirected back to your Google channel page with a channel set up and ready to be used.
If you’d like to change the name from the default “Google”, you can click on the action button on the right corner of that specific channel, select “Credentials” from the dropdown and edit the display name.
SMTP Server
To connect your first SMTP channel, just click on the big blue “GET STARTED” button. If it is not your first, you can click on the “Actions” button on the top-right corner of the screen and select “Configure a new SMTP server”.
Once clicked, you will be presented with a form to fill up all of your SMTP server data:
- Display Name – The name you want to give this channel.
- Server Address – The address of the SMTP server.
- User name – The username login credential.
- Password – The password login credential.
- Port Number – The port number dedicated to this communication.
- Encryption Type – The encryption type used (like TLS).
Once that is completed, you will be redirected back to your SMTP channel page with a channel set up and ready to be used.
Creating a Notification
To create a notification, enter the notification category you wish to create notifications for, click the “Manage Notifications” button on the top-right corner of the screen and select “Create Notification” button.
The notifications are segmented to sections and sub-sections, organized in the following order:
| Section | Notifications |
|---|---|
| Subscription Statuses | – Subscription has been created – Voluntary Rate Plan Cancellation – Involuntary Rate Plan Cancellation – Voluntary Rate Plan Pause – Plan status change to “Paused” – Reactivated paused plan |
| Subscription Updates | – Shipping address updated – Payment method updated – Charge updated |
| Subscription Reminders | – Upcoming Charge Reminder |
| Invoice Receipts | – Invoice Created – Invoice Updated – Invoice Refund Successful |
| Payment Collection | – Invoice collection success – Invoice collection fail – Invoice manual collection success |
| Customer Statuses | – Customer has been created – Customer has been updated – Customer has been deleted |
| Payment Methods | – Payment method has been added – Payment method has been deleted – Payment method about to expire – Payment method has expired – Payment method is missing |
Once clicking on the “Create Notification” button, an overlay modal will pop up. Follow the prompt:
- Choose the Event to Notify.
- Choose the Notification Type.
- Choose the Channel.
Once all selections have been made, the notification will show in the list and you will be able to Enable/Disable, Preview, Edit, and Delete it on will.
Configuring a Notification
Every notification type has a different configuration display. As most of them are self explanatory, we will not dive deeper into them and focus on Email Notifications here. To configure your email notification, click on the action button on the right side of the item and select “Edit” from the dropdown menu. Doing this will take you to the email template page where you will be able to configure the following:
- From – By default, Rebillia will use the email address of the connection, but if a different address or name is needed, you can edit this field and enter the desired data.
Note! – You can not use any email address you want here. The email address you use here must be connected to the channel you have set up, as Rebillia requires permissions to be able to send emails. For example, if you connected a Gmail account that has multiple aliases, you can use any alias you want, as it is all under the same Gmail account, BUT – you can not use any other Gmail account, even if it is under the same Gmail company account.
- CC and BCC – We understand the importance of keeping all stakeholders in the loop. That’s why we’ve now added the ability to set CC and BCC email addresses for each of your notifications. This ensures that your team members or other departments are informed about the notifications without appearing in the recipient’s email.
- Subject – Rebillia has subject lines created by default for each template. This section allows you to customize the subject line and/or generate a preview text.
- Content – The content of the email is based on a drag and drop interface that allows you to visually manage your email templates. Each of Rebillia’s notifications comes with a pre-created general template – feel free to edit the template to your specific needs.
In addition to these features, you can immediately test the appearance and delivery of your email by utilizing the “Send Test” function within the email template editor. This allows you to verify the email’s format and content directly from Rebillia before the final send-out, ensuring your communications are exactly as planned.
You can also set default values (Logo, Company Email, Company, Name, and Company Phone) by pressing the equilizer button on the top right side of your notification channel, and pressing “Default Values”.
Alongside the verbal content of a template, Rebillia also provides variables to load live data at the moment the email is sent. Below is a list of all variables available to be used in notifications:
| Field Code | Description |
|---|---|
| {{companyName}} | The business’ company name |
| {{companyEmail}} | The business’ email address |
| {{customerFirstName}} | The customer’s first name |
| {{customerLastName}} | The customer’s last name |
| {{customerPaymentAccountType}} | The type of the payment method, like “Visa”/”MasterCard” or “ACH” |
| {{customerPaymentCardName}} | The cardholder name |
| {{customerPaymentAccountNumber}} | The last4 digits / routing number of the payment method |
| {{paymentAccountContactName}} | The contact name of the account owner |
| {{paymentCardExpYear}} | The expiration Year of the payment method |
| {{paymentCardExpMonth}} | The expiration Month of the payment method |
| {{subscriptionName}} | The name of the subscription product in Rebillia |
| {{subscriptionStatus}} | The status of the subscription |
| {{subscriptionShippingAddressContactName}} | The shipping address’ contact name |
| {{subscriptionShippingAddressStreet1}} | The shipping address’ street address |
| {{subscriptionShippingAddressStreet2}} | The shipping address’ street address continued |
| {{subscriptionShippingAddressCityName}} | The shipping address’ city |
| {{subscriptionShippingAddressState}} | The shipping address’ state |
| {{subscriptionShippingAddressZip}} | The shipping address’ zip / postalcode |
| {{subscriptionShippingAddressCountry}} | The shipping address’ country |
| {{subscriptionBillingAddressContactName}} | The billing address’ contact name |
| {{subscriptionBillingAddressStreet1}} | The billing address’ street address |
| {{subscriptionBillingAddressStreet2}} | The billing address’ street address continued |
| {{subscriptionBillingAddressCityName}} | The billing address’ city |
| {{subscriptionBillingAddressState}} | The billing address’ state |
| {{subscriptionBillingAddressZip}} | The billing address’ zip / postalcode |
| {{subscriptionBillingAddressCountry}} | The billing address’ country |
| ##listSubscriptionRatePlanCharge## | The command to start loading a list of data |
| {{subscriptionRatePlanChargeDetailQty}} | Data point in a list – the quantity of the charge |
| {{subscriptionRatePlanChargeCurrencySymbol}} | Data point in a list – the currency symbol of the charge |
| {{subscriptionRatePlanChargeAmount}} | Data point in a list – the price per quantity of the charge |
| {{subscriptionRatePlanChargeTotal}} | Data point in a list – the total of the charge |
| {{subscriptionRatePlanChargeDescription}} | Data point in a list – the description of the charge |
| ##/listSubscriptionRatePlanCharge## | The command to end loading a list of data |
Daily Operations
Company users can turn on internal notifications, which will trigger our system to send daily emails with all of the tasks that have been processed (invoicing, billing, order creation and dunning).