ApprovalMax automatically sends notifications to Account Owners and Billing Contacts when important account, billing, or organisation changes occur.
Notification | Account Owner | Billing Contact | What triggers the notification? |
Trial expired | Yes |
| An Organisation’s trial period has ended. |
Organisation plan was changed to a free Partner Edition | Yes
|
| An Organisation on a Partner Account is marked as a free Partner Edition. |
Partner application |
|
|
|
Partner application submitted | Yes
|
| A prospective Partner submits a partnership application. |
Partner application approved | Yes
|
| A prospective Partner's application is verified by ApprovalMax and is now awaiting agreement signing. |
Partner application rejected | Yes
|
| A prospective Partner's application is rejected by ApprovalMax. |
Partner agreement approved | Yes
|
| A prospective Partner agreement is verified by ApprovalMax, and the applicant becomes a Partner. |
Partner agreement rejected | Yes
|
| A prospective Partner agreement is rejected by ApprovalMax. |
Partner application approved - reminder #1 | Yes
|
| A prospective Partner has not submitted the signed agreement within 2 days of approval. |
Partner application approved - reminder #2 | Yes
|
| A prospective Partner has not submitted the signed agreement within 5 days of approval. |
Partner application approved - reminder #3 | Yes
|
| A prospective Partner has not submitted the signed agreement within 11 days of approval. |
Subscriptions |
|
|
|
Subscription in grace - reminder #1 | Yes
| Yes
| A subscription remains unpaid for 5 days during the grace period. |
Subscription in grace - reminder #2 | Yes
| Yes
| A subscription remains unpaid for 10 days during the grace period. |
Preliminary subscription report | Yes
| Yes
| Sent 7 days before a subscription renewal date. |
Subscription expired | Yes
|
| A subscription expires after the grace period ends. |
Subscription cancelled | Yes
|
| A subscription is cancelled. |
Subscription pending cancellation | Yes
|
| A subscription is cancelled but will remain active for 14 days before termination. |
Order paid | Yes
| Yes
| A subscription order is processed (new purchase, renewal, or upgrade). |
Not-for-profit nomination |
|
|
|
Organisation NFP-nomination | Yes
|
| An Organisation is nominated as a not-for-profit by the Account Owner or Workflow Manager. |
Organisation NFP-nomination approved | Yes
|
| The Organisation’s NFP nomination is approved by ApprovalMax Sales team. |
Organisation NFP-nomination rejected | Yes
|
| The Organisation’s NFP nomination is rejected by ApprovalMax Sales team. |
Organisation transfers |
|
|
|
Organisation transfer initiated |
Yes |
| The Account Owner initiates an Organisation transfer. |
Transfer completed |
Yes |
| The target Account Owner completes the transfer. |
Transfer cancelled by the Owner |
Yes |
| The source Account Owner cancels the transfer. |
Transfer cancelled by the Target |
Yes |
| The target Account Owner cancels the transfer. |
Organisation transfer requested by target |
Yes |
| The target Account Owner (Organisation Administrator) requests a transfer. |