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When a Merchant first boards onto the Platform, there is a set list of default email alerts that are configured with the Merchant to keep them informed of critical events that take place within their portfolio, even if they haven’t set up their own email alerts.

Default Alerts

See the content below for a list of the default emails, their triggers, and destinations.

 Click for a full list of default Email Alerts

Alert Trigger

Email Message

Destination Email(s)

Password Reset

Your password has been reset.

Login Account Email

Blocked Transaction

This transaction has been blocked.

Login Account Email

Released Transaction

This transaction has been released from a hold.

Login Account Email

Transaction on Hold

A hold has been placed on this transaction.

Login Account Email

Entity Blocked from Boarding

This entity has been blocked from boarding.

Login Account Email

Entity Boarding on Hold

A hold on boarding this entity has been placed until further review.

Login Account Email

Account Blocked

This bank account has been blocked.

Login Account Email

Account on Hold

A hold has been placed on this bank account.

Login Account Email

Invoice (after saving)

{Copy of saved Invoice}

Email(s) listed on Invoice

Updated Account Field(s)

This bank account information has been updated

Related Entity Email

Chargeback Created

A chargeback has been created.

Login Account Email

Chargeback Opened

A chargeback has been opened.

Login Account Email

Chargeback Won

This chargeback has been won.

Login Account Email

Chargeback Lost

This chargeback has been lost.

Login Account Email

Chargeback Closed

This chargeback has been closed.

Login Account Email

Login Email Change Request

A request has been made to change your login account Email.

Login Account Email

Login Email Change Complete

Your login account email change is complete.

Login Account Email

First Time Email Confirmation Code Sent

Click the link below to confirm your email.

Account Signup Email

First Time Email Change Confirmation Sent

Click the link below to confirm your email change.

Updated Login Account Email

Portal Message Sent - Transaction Hold

A message has been sent in the Portal to notify users that a hold has been placed on this transaction.

Login Account Email

Portal Message Sent - Entity Boarding Hold

A message has been sent in the Portal to notify users that a hold on boarding this entity has been placed until further review.

Login Account Email

Portal Message Sent - Account Hold

A message has been sent in the Portal to notify users that a hold has been placed on this bank account.

Login Account Email

Portal Message Sent - No Refund

A message has been sent in the Portal to notify users that no refund was issued.

Login Account Email

Portal Message Sent - Entity Return

A message has been sent in the Portal to notify users that an entity return was issued.

Login Account Email

Portal Message Hold

A hold has been placed on this Portal message.

Login Account Email

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