In Ooooby, hubs are equipped with a suite of automated emails designed to streamline communication and keep hub operators informed about critical aspects of their operations. These emails cover new subscriptions, cancellations, accounts exceeding debt limits, order summaries and summaries of scheduled payments. Understanding these emails can help hubs manage their customer relations and financial operations more effectively.
1. New Subscription
Here is a summary of the information you'll receive when a new customer subscribes:
Customer's Name and Email Address: Essential contact information of the new subscriber.
Order Details: Includes what they’ve ordered and the frequency, e.g., "1 Small Veg every 2 weeks."
Direct Link to Customer Overview: Provides immediate access to the customer’s detailed account for further action or review.
This email helps hubs quickly identify and welcome new customers, ensuring their orders are correctly processed and managed.
2. New Advance Order
Here is a summary of the information you'll receive when a new advance order is processed:
Customer's Name and Email Address: Essential contact information of the customer placing the advance order.
Order Details: Includes what they’ve ordered and the delivery schedule, similar to the new subscription emails.
Direct Link to Customer Overview: Provides immediate access to the customer’s detailed account for further action or review.
This email ensures that hubs are aware of advance orders, allowing them to plan and manage inventory and deliveries efficiently.
3. Cancelled Subscription
Here is a summary of the information you'll receive when a subscription is cancelled:
Cancelling Customer’s Name and Order: Information about the customer and their last order before cancellation.
Direct Link to Customer Overview: Useful for understanding the customer’s history and checking if they completed a cancellation survey to gather insights into their reasons for leaving.
This email aids in identifying trends or issues leading to cancellations, offering opportunities for improvement or re-engagement.
4. Accounts Exceeding Debt Limit
Here is a summary of the information you'll receive when a customer exceeds their debt limit:
Notification of Overdue Accounts: Lists customers whose account balances have fallen below the set debt limit, resulting in a pause of their subscriptions until the balance is settled.
Example Notification:
Hello,
The following people have exceeded their debt limit, so their subscriptions have been paused until their accounts are credited.
Jo Bloggs: -£53.00 (limit of -£50.00)
Kind regards,
Ooooby Website
This email is crucial for maintaining financial health and ensuring customers are aware of and address their outstanding balances.
5. Order Summary Email for Hubs
What you'll receive in an order summary email:
When your hub closes orders, you’ll receive an Order Summary Email. This email provides a quick overview of the total value of orders, the number of orders placed, and any customers excluded due to debt limits.
What the Order Summary Email Includes
At the top of the email, you’ll find a summary of the following details:
Total Value of Orders: The combined monetary value of all orders for that week.
Total Number of Orders: The total count of individual orders placed by customers.
6. Scheduled Payments Summary
What you'll receive in a scheduled payments summary email:
Details of Payment Transactions: Information on the outcome of scheduled payments, including both failures and successes, to keep you updated on financial transactions.
Example Notifications:
Hello,
There were no failed transactions.
Failed total: £0.00 Succeeded total: £93.80
Kind regards,
Ooooby Website
Or,
Hello,
The following people were scheduled to be billed recently, but their transaction failed and requires following up;
Jo Bloggs - £35.93 - The transaction was declined. Funds were not transferred.
...
Failed total: £91.37 Succeeded total: £850.52
Kind regards,
Ooooby Website
This email provides a concise summary of payment outcomes, helping hubs follow up on any failed transactions and keep track of successful payments.
Conclusion
Automated emails to hubs in Ooooby are instrumental in managing customer relationships and financial operations efficiently. They enable hubs to stay informed about new and cancelled subscriptions, monitor accounts with overdue payments, and keep abreast of the status of scheduled payments. These communications are essential for smooth day-to-day operations and long-term success.