Promotion Vault Business to Business Communication Process
Promotion Vault keeps you informed on your programs with these automated email updates and on-demand resources.
Program Alerts
Promotion Order Receipt
Sent: Upon publishment
To inform that the ordered promotion has been published.
Type
Order
Rewards Vault Login
Sent: On the 5th of the month
A notification to Login to your Rewards Vault.
Type
Invoice
Digests
Upcoming Digest
Sent: 8th, 20th, and the last day of each month
A summary of promotions starting between today and the next 30 days.
Type
Promotions
Ended Digest
Sent: 5th of each month
A summary of promotions that ended within the last 30 days.
Type
Promotions
Reports
Referral Lead Report
Sent: Daily
Daily Referral Lead Report CSV file.
Type
Promotions
Password Management
Account Created
Sent: When a user creates an account in the admin dashboard
Informs user of their account credentials.
Type
Functional
Password Reset Request
Sent: When a user requests a password reset via B2B app
Informs account owner a request was sent to reset their vault password.
Type
Functional
Password Reset Success
Sent: When user updates their password via forgot password OR in app password change
Informs that a password reset was a success.
Type
Functional
Account Created - Set Password Email
Sent: When user's account is created.
Instructs to establish their initial account password
Type
Functional
Manual Send
Notify Staff
Sent: Manually sent from your dashboard
To inform staff members about an upcoming promotion’s details.
Type
Manual
Billing Alerts
Wire Received Confirmation Email
Sent: Automatically when a wire transfer is successful.
To inform about a wire transfer.
Type
Functional
Payment Failed
Sent: Automatically when a customer's payment failed.
To inform about a failed payment.
Type
Functional
Auto Reload Change Confirmation
Sent: Automatically when a customer's auto reload settings were modified.
To confirm payment change
Type
Functional
Consumer
Eligible Record Follow-Up Email
Sent: Automatically to customers who haven't activated.
Sent to end customers and can be sent anytime during the 30 day activation window.
Type
Manual
