Customer Created Base Email Notification Template

The Customer Created base email notification template is used when a new customer is created. The email is sent to the new customer to welcome them into the association.

Data Collection: CustomerInfo.IndividualCustomers

Base Frequency (Scheduled Notifications Only): Every 3 Minutes

Base Filters

Filter	Description
Allow System Notifications EqualTo Y	This filter appears on all base notification event templates and prevents emails from sending to customers that do not allow system notifications.  The Allow System Notifications toggle is located on the Contact Information page within a customer record.
AddedOn LessThanOrEqualTo Current Run Date and Time	This will generate the email if the date and time the customer was added is less than the current run date and time.
AddedOn GreaterThan Last Run Date and Time	This will generate the email if the date and time the customer was added is greater than the last time this process was scheduled to run. This ensures that a customer won't receive multiple emails for the same event.
CustomerStatusCode EqualTo A	This filter appears on all base notification event templates and prevents emails from sending to customers that are in a status other than Active, such as Deceased, Duplicate, or Inactive.  The Constituent Status is located on the Demographics page within a customer record.

Base Email Subject / Body

Dear {{LabelName}} ,

Welcome to our organization! We would like to confirm that we have the correct information on file for you. We show that you have listed the following:

Primary Address:

{{Addresses.FormattedAddress}}

Please confirm this information for us.

Example Email