Newly created schedule has the name only. You need to add schedule details to it so that Billing would "know" what messages and when should be sent.
To configure a notification schedule:
- Open System > Settings > Notifications > Subscription Expiration, the list of notification schedules appears on the screen.
- Select a notification schedule by clicking on the respective link in the Schedule Name column. Selected schedule properties appear on the screen.
- Switch to the Schedule Details tab. The list of schedule details already attached to the notification schedule appears on the screen.
- Click Add New Schedule Detail. The adding new schedule detail dialog window is displayed. Fill out the form:
- Select when a notification should be sent from the Send Time group. Two options are available: Before Expiration – the notification is to be sent before customer's subscription expires; After Expiration – the notification is to be sent after customer's subscription expires.
- Type the number of days before or after the subscription expiration when the notification is to be sent into the Days field.
- Click the icon next to the Template for notification field. From the window that opens, select a notification template to use. Only subscription notification templates are available for selecting.
- Select one of the send conditions from the Send Condition menu. The following conditions are available: Always – the notification is to be sent N days before the subscription expiration, without other conditions; Renewal Order is not placed – the notification is to be sent only if no renewal order is placed for the expiring subscription; Customer'sAccount is active – the notification is to be sent to customers that have active accounts only.
- Select the applicability of the notification from the Applicable To menu. The following options are available: Not Auto-Renewing Subscriptions – the notification is to be sent only to subscriptions that are not renewed manually; Auto-Renewing Subscriptions – the notification is to be sent only to subscriptions that are renewed automatically; All Subscriptions – the notification is to be sent to all subscriptions, regardless of their auto-renewal setting.
- Select the Active check box to enable the schedule detail. Inactive schedule detail remains in the notification but is not used when sending notifications.
- Click Save to finish configuring notification schedule.
Note: Each schedule detail represents a single message. If you need several notifications to be sent for the same subscription, repeat the schedule detail addition steps until all the necessary message templates are added.