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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Automation Notifications for Licensing

  • Updated:

There are 3 types of notifications that can be automated for the renewal process. Those are:

  • Active Notice
  • 30-Day Notice
  • Expiring Notice

 

Active Notice

The active notice is sent daily to everyone who has an active license issued in the current month. They will only receive the message once. If you create a license with an issue date further in the past than the current month, they will not receive the email.

 

30-Day Notice

The 30-day notice is sent daily and finds all licenses expiring within the next 30 days, this includes today and within the next 30 days. The message will only be sent once.

 

Expiring Notice

This notice is sent daily and is sent to only those licenses whose expiration date is exactly today. If you have moved the expiration date to be in the future or the past, then the license holder will not receive the email.

 

Who Receives the Email?

These notices will go to the primary contact’s email address for automation. If not provided it uses the business email address.

 

Set Up Your Notices

  1. Sign in to your site
  2. Navigate to Admin Tools and select Organizational Settings
    Admin Tools, Organizational Settings.
  3. Expand License Settings
    License Settings.
  4. For the Active Notice, select the letter you want to send under License Active Form
    License Active Form.
  5. For the 30 Day Notice:
    1. Select Yes under Do you want to automatically notify the license holder of pending expiration?
      Automatically notify holder.
    2. Then select the letter you want to send in the dropdown for Notice of pending expiration received 30 day before expiration date
      Notice of pending expiration.
    3. You can optionally choose to invoice, however, invoices do not occur with the notification but after the user submits their renewal request online. 
      Invoice dropdown.
  6. For the Expired Notice, select a letter to send under License Expiration Notice
    Expiration notice.
  7. You can click any of the Initiate Procedure/Click to test links and this will fire off the procedure that will look for active, 30-day expiring, or expired licenses. License holders will receive the email.
    Click to test.

 

Adhoc Send Notifications

You can click any of the “Initiate Procedure” links and this will fire off the procedure that will look for active, 30-day expiring, or expired licenses. License holders will only receive the email once even if they click “initiate Procedure”. The procedure looks for new licenses that fit the criteria.

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