System emails
Every automated email the portal sends, from sign-in and password resets through to booking confirmations, reminders and receipts, with a log of what's gone out.
Email types
Jump to log| Sent when | Goes to | Status | ||
|---|---|---|---|---|
| Account & access | ||||
|
Welcome to Elevate
Intro & how to get started
|
Organisation onboarded | New user | On | |
|
Set your password
Secure link to create a password
|
Account created / invited | New user | On | |
|
Password reset
Reset link, expires in 60 min
|
User requests a reset | User | On | |
|
Email address changed
Confirmation to old & new address
|
Email updated | User | On | |
|
New sign-in alert
Security notice for a new device
|
Sign-in from new device | User | On | |
| Bookings | ||||
|
Session request received
We've got your request
|
A session is requested | Client | On | |
|
Session confirmed
Coordinated time + Teams link
|
A session is confirmed | Client + facilitator | On | |
|
Booking reminder
Nudge before the session
|
24 hours before | Client + facilitator | On | |
|
Booking rescheduled
Updated time & new invite
|
Session time changes | Client + facilitator | On | |
|
Booking cancelled
Cancellation + rebook link
|
A session is cancelled | Client + facilitator | On | |
|
Session summary
Notes & next steps after a session
|
After a session | Client | On | |
| Requests & reviews | ||||
|
Advice request received
We've got your question
|
Advice request submitted | Client | On | |
|
Advice reply ready
Your facilitator has responded
|
Facilitator replies | Client | On | |
|
Document received
Confirmation we have your file
|
Document uploaded for review | Client | On | |
|
Document review ready
Reviewed file & comments
|
Review completed | Client | On | |
| Billing & subscription | ||||
|
Payment receipt
Tax invoice for the month
|
Payment succeeds | Billing contact | On | |
|
Payment failed
Retry notice & update-card link
|
A charge fails | Billing contact | On | |
|
Upcoming renewal
Heads-up before the next charge
|
7 days before renewal | Billing contact | On | |
|
Plan changed
Confirms an upgrade or downgrade
|
Tier changes | Billing contact | On | |
|
Subscription cancelled
Confirms end date & access
|
Cancellation confirmed | Billing contact | On | |
| ETMP team (internal) | ||||
|
New enquiry received
From the public Elevate page
|
Enquiry form submitted | ETMP team | On | |
|
New request to action
Advice or document review to pick up
|
Client submits a request | Assigned facilitator | On | |
|
New organisation onboarded
A partner has been set up
|
Organisation created | ETMP team | On | |
Recent sends
Last 48 hours| Recipient | Organisation | Sent | Status | |
|---|---|---|---|---|
| Booking confirmation | Jordan Mitchell | Riverside Community Health | 2 min ago | Delivered |
| Password reset | Sam Okafor | Riverside Community Health | 18 min ago | Delivered |
| Booking reminder | Priya Nair | Meridian Public Service Agency | 1 hr ago | Delivered |
| Advice reply ready | Jordan Mitchell | Riverside Community Health | 3 hrs ago | Opened |
| Payment receipt | Leah Turner | Koori Youth Collective | Yesterday | Delivered |
| Upcoming renewal | Mark Ellis | Summit Leadership Group | Yesterday | Delivered |
| Welcome to Elevate | Dana Cole | Northbridge Council | 2 days ago | Opened |
| Payment failed | Tom Reid | Brightwater Foundation | 2 days ago | Retrying |