All About Allbound's Default Email Notifications

Purpose

This article highlights all of the Allbound default email notifications that are sent via the portal's back-end settings.

Introduction

*Note: within this article, any mention of an "Allbound Administrator user" is one who has the System Settings permission toggled on

When any active Allbound portal users complete specific actions within the platform, they will receive an email notification to their email address that they used to register for an Allbound account.

By default, these emails' Subject Line and Message Body Text are not customizable. However, as an Allbound Administrator, you may customize these emails only with your company logo, an email header image, and/or email footer.

Furthermore, these default email notifications cannot be disabled. The only default email notifications that can be disabled are the ones related to Deal Registration (whether users have registered or updated a deal,) and Marketing Development Funds (whether users have requested or updated an MDF request.)

By default, these emails will be sent from (no-reply@allbound.com). Depending on your purchased Allbound package, you may customize this email sender signature to something more fitting to your company's branding; please speak to your Allbound Implementation Specialist, Customer Success Manager, or submit a ticket to our Support team for this project.

Outlining the Default Email Notification

A. Your company's logo

B. Email header image

C. Email body text

D. Email footer

Registration Default Email Notifications

When your share your portal's link to your partner companies, all users must self-register for an Allbound account. Users must:

A. Click on "Request an Account" from your portal's login screen

B. Fill out the User Registration form with their information

C. Agree to the terms and conditions

There are two emails that sent to users when they create an Allbound account:

Request an Account/Registration Confirmation email
The Account Activated email

Request an Account/Registration Confirmation Email

When the above steps A-C are completed, this first email is sent. Users must click on "Click Here to Verify Your Email >" to continue.

help_center_default_email_notifications_user_registration2.png


Purpose	Security feature to verify user registration
Subject	<Portal Account Name> Registration Confirmation
To	User that registered online whose domain is whitelisted
Body	Thank you for your interest in <Portal Account Name>. Confirm your registration request by clicking the link below: Click Here To Verify Your Email Username: <user_email> What happens next? Once your registration request is approved, you'll be able to log in immediately with your username and password.

Account Activated Email

When a user clinks the link to verify their email from the Request an Account/Registration Confirmation email, they will then receive this one.

help_center_default_email_notifications_account_activated2.png


Purpose	Confirmation email that user has successfully verified their email
Subject	Your account has been activated - <Portal Account Name>
To	User that clicked verify email link on Registration Confirmation email
Body	Congratulations <user First Name>! Your <Portal Account Name> account has been activated. Login now with your email and password. Login Now > Username: <user email>

The Administrator Approval Email

If a user has created an Allbound account, but they are still marked as a "Pending" status within your portal's User Management table, you an Allbound Administrator may manually activate the user so they may access your Allbound portal:

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Purpose	When an Allbound Administrator user manually clicks the "Activate" button for a user within the portal, send an email to the user notifying them that their Allbound account is now "Active"
Subject	Your account has been activated - <Portal Account Name>
To	User who's Allbound account status was previously "Pending"
Body	Congratulations <user First Name>! Your <Portal Account Name> account has been activated. Login now with your email and password. Login Now > Username: <user email>

Password Default Email Notifications

The Lost Password Email

If a user has lost their Allbound password, they can click on "Lost Password" from your portal's login screen:

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Purpose	If user lost password, they can request a new one and an email will be sent
Subject	Password Reset - <Portal Account Name>
To	User that clicked the "Lost Password" link on the portal's login screen
Body	Hi <user_first_name> Someone requested that the password be reset for your account: <Portal Account Name> Username: <user_email> If this was a mistake, just ignore this email and nothing will happen. To reset your password, visit the following address: Password link

The Reset Password Email

As an Allbound Administrator user, you may manually send a reset password email to any of your portal users through the Users table.

help_center_default_email_notifications_reset_password_table.png

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Purpose	When an Allbound Administrator user manually clicks the "Reset Password" button for a user within the portal, send a reset password email to the user
Subject	Password Reset - <Portal Account Name>
To	User who needs a reset password email to reset their Allbound account
Body	Hi <user_first_name> Someone requested that the password be reset for your account: <Portal Account Name> Username: <user_email> If this was a mistake, just ignore this email and nothing will happen. To reset your password, visit the following address: Password link

Deal-Related Default Email Notifications

There are three types of emails that send when a deal has been registered or created within the Allbound platform:

A customized Partner Journey Automation (PJA) notification
A system default deal email notification
A Deal Registration form email notification

A Customized Partner Journey Automation (PJA) Notification

If applicable to your Allbound package, as an Allbound Administrator user, you may create specific PJA workflows based on deal Triggers:

User Has > Registered a Deal
User Has > Updated a Deal
User Has Not > Registered a Deal
User Has Not > Updated a Deal

PJA workflow's Subject Line and Message Body are customizable and the email notification will look like the above example.

View this article for more information.

System Default Deal Email Notifications

These system default deal email notifications can be disabled within your portal's Revenue Settings:

help_center_default_email_notifications_revenue_settings_deal.png

When these settings are enabled, the portal will send emails to users based on the Allbound partner user roles. It is important to note that by design, when an Allbound user registers a deal themselves, they do not receive a system default deal registration email notification since they are aware that they registered the deal and thus, do not need to be notified. However, since a user with a role of Executive or Manager can register and assign the Deal Owner for their colleagues, then those Deal Owners will receive a system default deal registration notification.

The below image is an example of what the email notification will look like when a user with a Manager partner user role registers a deal on behalf of a Sales partner user role from the same primary company within your portal:

help_center_default_email_notifications_deal_reg_form2.png


Purpose	When an Allbound user with an Executive and/or Manager partner user role registers and assigns the Deal Owner, the Deal Owner will receive this email notifying them about this deal
Subject	Deal Created at <Company Name>
To	The <deal owner>
Body	Great news! A deal has been created at <Company Name> View Deal: <link to the deal> FULL DETAILS: Shows all of your fields from your deal registration form View Deal: <link to the deal> < Go There Now Button >

View this article for more information.

Deal Registration Form Email Notification

This email notification is tied to the Deal Registration form that's located in the back-end of your portal. This notification will send to all of your portal's Administrator users (regardless of toggled on permissions,) whenever users register or update a deal within your portal.

Where to Find this Email Notification

As an Allbound Administrator user, you may find this notification by:

1. Logging into your Allbound platform

2. Clicking on the Settings Gear icon within your top toolbar

3. Clicking "Account Settings"

4. Clicking on the "Forms" tab

5. Clicking on the "Edit Form" button next to the Deal Registration field

*Note: when you click the "Edit Form" button, a new browser tab will open

help_center_default_email_notifications_deal_reg_form3.png

6. Towards the top of your screen, with your mouse, hover over the word "Settings," and then click on "Notifications"

Components of this Email Notification

As an Allbound Administrator user, upon finding this email notification, with your mouse, you can hover over the words "Admin Notification" and then click "Edit."

The "Send To Email" field will display as the {admin_email} merge tag. If instead you would like to be copied on all of these emails whenever any user in your portal registers a deal, you may remove the merge tag and then put your own email address or your partnership program's email address within this field.

The "Subject Line" of this email notification reads New Submission from {form title.}

The "Message" of this email notification displays the {all fields} merge tag. This merge tag will format and display all of the fields from your deal registration form.

The below image is an example of what this email notification will look like when a user registers and/or updates a deal within your portal:

help_center_default_email_notifications_deal_reg_form.png


Purpose	When a user fills out the deal registration form and/or updates a deal within your portal
Subject	New Submission from <Your Company's Name> {form title}
To	{admin_email} merge tag This email will send to all of your portal's Administrator users
Body	{all fields} merge tag With this merge tag, the email will show all of your fields from your deal registration form

The MDF (Marketing Development Funds) Default Email Notifications

There are three types of emails that send when an MDF request has been created or updated within the Allbound platform:

A customized Partner Journey Automation (PJA) notification
A system default deal email notification
A MDF Request form email notification

A Customized Partner Journey Automation (PJA) Notification

If applicable to your Allbound package, as an Allbound Administrator user, you may create specific PJA workflows based on MDF Triggers:

User Has > Created an MDF Request
User Has > Updated an MDF Request
User Has Not > Updated an MDF Request

PJA workflow's Subject Line and Message Body are customizable and the email notification will look like the above example.

System Default MDF Email Notifications

These system default MDF email notifications can be disabled within your portal's Revenue Settings:

help_center_default_email_notifications_revenue_settings_mdf.png

When these settings are enabled, the portal will send emails to users based on the Allbound partner user roles. It is important to note that by design, when an Allbound user requests MDF themselves, they do not receive a system default MDF request email notification since they are aware that they requested the MDF and thus, do not need to be notified. However, since a user with a role of Executive or Manager can request MDF and assign the MDF Requestor for their colleagues, then those MDF Requestors will receive a system default MDF request notification.

The below image is an example of what the email notification will look like when a user with a Manager partner user role requests MDF on behalf of a Sales partner user role from the same primary company within your portal:

help_center_default_email_notifications_mdf_request_form4.png


Purpose	When an Allbound user with an Executive and/or Manager partner user role registers and assigns the MDF Requester, the MDF Requester will receive this email notifying them about this request
Subject	Deal Created at <Company Name>
To	The <mdf requester>
Body	Great news! A deal has been created at <Company Name> View Deal: <link to the mdf request> FULL DETAILS: Shows all of your fields from your mdf request form View Deal: <link to the mdf request> < Go There Now Button >

MDF Request Form Email Notification

This email notification is tied to the MDF form that's located in the back-end of your portal. This notification will send to all of your portal's Administrator users (regardless of toggled on permissions,) whenever users requests or updates a MDF request within your portal.

Where to Find this Email Notification

As an Allbound Administrator user, you may find this notification by:

1. Logging into your Allbound platform

2. Clicking on the Settings Gear icon within your top toolbar

3. Clicking "Account Settings"

4. Clicking on the "Forms" tab

5. Clicking on the "Edit Form" button next to the MDF Request field

*Note: when you click the "Edit Form" button, a new browser tab will open

help_center_default_email_notifications_mdf_request_form3.png

6. Towards the top of your screen, with your mouse, hover over the word "Settings," and then click on "Notifications"

Components of this Email Notification

As an Allbound Administrator user, upon finding this email notification, with your mouse, you can hover over the words "Admin Notification" and then click "Edit."

The "Send To Email" field will display as the {admin_email} merge tag. If instead you would like to be copied on all these emails whenever any user in your portal registers a deal, you may remove the merge tag and then put your own email address or your partnership program's email address within this field.

The "Subject Line" of this email notification reads New Submission from {form title.}

The "Message" of this email notification displays the {all fields} merge tag. This merge tag will format and display all of the fields from your MDF Request form.

The below image is an example of what this email notification will look like when a user requests and/or updates a MDF request within your portal:

help_center_mdf_request_form_default_email_notification_edited.png


Purpose	When a user fills out the MDF request form and/or updates the MDF request within your portal
Subject	MDF created at <Company Name>
To	{admin_email} merge tag This email will send to all of your portal's Administrator users
Body	Great News! An MDF request has been created at <Company Name> View MDF Request: < link to the MDF request > <user First and Last name> requested the MDF {all fields} merge tag Owner Id <MDF Requester's Primary Company Name> >> <MDF Requester's First and Last name> With this merge tag, the email will show all of your fields from your MDF request form View MDF Request: < link to the MDF request > < Go There Now Button >

The Certifications Default Email Notification

If applicable to your Allbound package, this email notification is tied to the Certifications feature within your portal.

Whenever your portal users complete a Learning Track that is attached to an active Certification, they will receive this default email notification informing them that they have earned the Certificate.

help_center_certificates_default_email_notification_edited.png


Purpose	Users will receive this email notification informing them that they have earned a certificate from within the portal
Subject	Congratulations! You have received a new certificate <Certificate Name>
To	User who completed a Learning Track with an active attached certification
Body	Hello <user_first_last_name> Congratulations! You have earned a new certification <Certificate name>. Click on the link below to view your certification. You can download it, copy its link to post it somewhere or share it on LinkedIn directly. <shows badge image> <shows Certificate issue date, expiry date, etc.> View Certification < link_to_the_certificate > < Go There Now Button >

While the above default email notification cannot be disabled, as an Allbound Administrator user, you may create a customized Partner Journey Automation (PJA) workflow(s) for this action:

User Has > Completed a Certification
User Has Not > Completed a Certification

The Partner Plan Default Email Notification

If applicable to your Allbound package, this email notification is tied to the Partner Plan feature within the portal.

As an Allbound Administrator user, whenever you create and assign a Partner Plan to one of your partner companies, the associated partner user roles of Owner, Executive, and Manager for that partner company will receive this default email notification informing them that they have been assigned a Partner Plan.

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Purpose	Partner companies with users with a user role of Owner, Executive, and Manager will receive this email informing them that they have been assigned a Partner Plan within the portal
Subject	Partner Plan create by <Portal Account Name>
To	Partner user roles of Owner, Executive and/or Manager from the partner company that has been assigned a Partner Plan
Body	Hello <user_first_and_last name> <Portal Account Name> has created a new partner plan for your company. Click on the link to review the details of the plan. < link to the Partner Plan >

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

Also, please refer to these articles:

How can we help?

All About Allbound's Default Email Notifications

Purpose

Introduction

Outlining the Default Email Notification

Registration Default Email Notifications