Default Email Notifications for Flexible Payments
Nimble AMS includes default email templates that are deployed on request by Nimble AMS Support that provide information to constituents about their scheduled, installment, or recurring orders with a saved payment. Nimble AMS also provides default (Process Builder) processes that are available that automatically send these emails once activated.
Learn more about Process Builder (external) and Email Templates (external).
Want to give more than a few days notice, send less emails, or change the content of an email?
- If these processes don't quite fit your business needs, you can modify these processes directly, though you may want to save it as a new process in case you need a backup.
- If you want to change the email templates, you can directly modify the HTML and/or text. Alternatively, you can also use Nimble Create to have even more control over the template's style.
Email Templates
Nimble AMS includes the following Classic Email Templates. Contact Nimble AMS Support to deploy these templates to your org. Different email templates are used for recurring orders with a saved payment since they use the Schedule object's fields a bit differently.
Email Templates for One Time Scheduled and Installment Payments
| Email Template | Description |
|---|---|
| Nimble AMS Scheduled Payments - Schedule Created | A summary about a new payment schedule to inform the constituent it has been successfully created. |
| Nimble AMS Scheduled Payments - Schedule Line Edited | A summary about an existing schedule line to inform the constituent it was successfully updated. |
| Nimble AMS Scheduled Payments - Schedule Line Failed | A summary about an existing schedule line to inform the constituent it failed to process. |
| Nimble AMS Scheduled Payments - Schedule Line Processed | A summary about an existing schedule line to inform the constituent it successfully processed. |
| Nimble AMS Scheduled Payments - Schedule Line Processing Soon | A summary about an existing schedule line to inform the constituent it will process soon. |
Email Templates for Recurring Orders with a Saved Payment
| Email Template | Description |
|---|---|
| Nimble AMS Recurring Orders with a Saved Payment - Schedule Created | A summary about a new recurring schedule to inform the constituent it has been successfully created. |
| Nimble AMS Recurring Orders with a Saved Payment - Schedule Failed | A summary about an existing recurring schedule to inform the constituent it failed to process. |
| Nimble AMS Recurring Orders with a Saved Payment - Schedule Processing Soon | A summary about an existing recurring schedule to inform the constituent it will process soon. |
Processes
Nimble AMS includes the following Process Builder processes to automatically send the aforementioned email templates. All flexible payment types (one-time, installment, and recurring) are handled by two processes, one for schedules and one for schedule lines.
Each criteria in the process also checks to ensure the constituent has an email address (via NU__Schedule__r.NU__Account__r.PersonContact.Email). Otherwise, Process Builder would throw an error. Keep this in mind if you decide to modify these processes.
| Process | Description |
|---|---|
Schedule Line - Send Constituent Emails | When a schedule line fails, processes, is updated, or is processing soon, send the constituent an email. This only affects one-time and installment payments because recurring orders with a saved payment don't use schedule lines. Specifically, this sends the following email templates when the following criteria are met (and the evaluation happens in this order):
|
| Schedule - Send Constituent Email | When a payment schedule is created, send the constituent a summary email. When a recurring schedule is created, fails, or processes, send the constituent an email. Specifically, this sends the following email templates when the following criteria are met (and the evaluation happens in this order):
|
