The below table shows a breakdown of the DataShare email notifications with their respective default text, triggers, and recipients.
| Trigger | Sent to | Notification Name | Default Text |
| Backup upload failed | SME +Support Users in vControl. If there are no Support Users, then Administrators | Backup Failed Email: Body | Dear ${user.firstName} ${user.lastName}, Your backup upload submitted for ${client.name} DataShare has failed. Please contact the DataShare Support team. |
| Backup Failed Email: Subject | Your backup upload to ${client.name} DataShare has failed. | ||
| Backup upload success | SME performing the backup +Support Users in vControl. If there are no Support Users, then Administrators | Backup Success Email: Body | Dear ${user.firstName} ${user.lastName}, Your backup upload submitted for ${client.name} DataShare has been successfully transferred. The DataShare Support Team will be in contact when the file has been processed. |
| Backup Success Email: Subject | Your backup upload to ${client.name} DataShare has been successfully transferred. | ||
| A scheduled (annually, monthly, …) upload becomes due | All SME Contacts for the Engagement | Engagement Upload Scheduled Email: Body | Dear ${user.firstName} ${user.lastName}, Your financial data is now due to be uploaded to ${client.name} DataShare. Please log into DataShare to share your financial data. If you have any questions, please contact the helpdesk. Kind Regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Engagement Upload Scheduled Email: Subject | Please upload your financial data with ${client.name} DataShare. | ||
| The expiration deadline set on an invitation has expired | Email address of the invited SME Contact | Invitation expired: Body | Dear ${user.firstName} ${user.lastName} Your invitation to ${client.name} DataShare has expired. Please contact the person that invited you to send another invitation. If you have any questions, please contact the helpdesk. Kind Regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Invitation expired: Subject | Your invitation to ${client.name} DataShare has expired. | ||
| A Client side user is invited to join DataShare | The specific Client side user that has been invited | Invite Client: Body | Dear ${user.firstName} ${user.lastName}, You have been invited to signup to ${client.name} DataShare. To sign up, click here. If you have any questions, please contact the helpdesk. Kind Regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Invite Client: Subject | You have been invited to ${client.name} DataShare. | ||
| An SME Contact (user) is invited to join DataShare | The specific SME Contact that has been invited | Invite SME: Body | Dear ${user.firstName} ${user.lastName}, ${client.name} DataShare has invited your company, ${sme.name}, to submit your financial data using ${client.name} DataShare. To sign up, click here. If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Invite SME: Subject | You have been invited to ${client.name} DataShare. | ||
| Client side user completes "forgotten password" form and clicks submit | The specific Client side performing submitting the password reset request | Password reset for Client: Body | Dear ${user.firstName} ${user.lastName}, You have requested to reset your password. Please click here to reset your password. The link is valid for ${expirationTime} minute(s) If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Password reset for Client: Subject | Your password has been reset for ${client.name} DataShare. | ||
| SME Contact completes "forgotten password" form and clicks submit | The specific SME Contact performing submitting the password reset request | Password reset for SME: Body | Dear ${user.firstName} ${user.lastName}, You have requested to reset your password. Please click here to reset your password. The link is valid for ${expirationTime} minute(s) If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Password reset for SME: Subject | Your password has been reset for ${client.name} DataShare. | ||
| An SME side contact has accepted an Invitation to a DataShare Engagement | Relationship Manager for the Engagement to which the SME has been invited* | SME user accepted invitation: Body | Dear ${relationshipManager.firstName} ${relationshipManager.lastName}, ${user.firstName} ${user.lastName} from ${sme.name} has accepted your invitation to join ${client.name} DataShare. You will be notified when new reports are available to view. If you have any questions, please contact the helpdesk. Kind regards, |
| The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} | |||
| SME user accepted invitation: Subject | ${sme.name} has successfully signed up to ${client.name} DataShare. | ||
| Upload completed successfully | All engagement team members (Owners, Agents, Backup Owners) | Upload Completed Email for Client: Body | Dear ${user.firstName} ${user.lastName}, The financial data is available for ${sme.name}. To view this report log in to DataShare. If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Upload Completed Email for Client: Subject | SME ${sme.name} has successfully submitted their financial data with ${client.name} DataShare. | ||
| Upload completed successfully | All SME Contacts for the Engagement | Upload Completed Email for SME: Body | Dear ${user.firstName} ${user.lastName}, Your financial data has been successfully submitted and is available for your ${client.name}. If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} Email: ${support.email} Phone: ${support.phone} |
| Upload Completed Email for SME: Subject | You has successfully submitted your financial data to ${client.name} DataShare. | ||
| Scheduled upload becomes overdue | Relationship Manager for the Engagement to which the SME has been invited | Upload Overdue Email: Body | Dear ${user.firstName} ${user.lastName}, Your financial data is now overdue to be uploaded to ${client.name} DataShare. Please log into DataShare to share your financial data. If you have any questions, please contact the helpdesk. Kind regards, The ${client.name} DataShare Team Helpdesk Website: ${support.ticketUrl} |
| Email: ${support.email} Phone: ${support.phone} | |||
| Upload Overdue Email: Subject | Your uploading of financial data with ${client.name} DataShare is overdue. |
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