Email Template Types

Entitlements that are created as the result of transferring an entitlement in the End-User Portal are created with an on-hold status. On-hold entitlements must be approved by a producer user before they are deployed.

An email using this template is triggered when a producer user approves the on-hold entitlement from the Producer Portal. The email is sent to the partner or customer user that initiated the transfer.

Only the default variation of this template is used by FlexNet Operations.

Entitlements that are created as the result of transferring an entitlement in the End-User Portal are created with an on-hold status. On-hold entitlements must be approved by a producer user before they are deployed.

An email using this template is triggered and sent to the partner or customer user that initiated the transfer when an on-hold entitlement is created in the End-User Portal.

Only the default variation of this template is used by FlexNet Operations.

This email template is used for the body of the email message sent for either a single line item or entire entitlement.

An entitlement certificate can be optionally attached to the entitlement email. To always attach an entitlement certificate, use the Entitlement Certificate template (see next entry).

To attach an entitlement certificate only to selected entitlement emails, use the Entitlement template. The following conditions must be met:

An email using this template is triggered when an entitlement email is sent to the specified email addresses from the End-User or Producer Portal, or via web services (emailActivatableItem or emailEntitlement). See the web services documentation that describes how email addresses can be specified, validated, and filtered in the web service request.

If multiple active variations of this template exist, producers can choose which email template variation to use for each license technology or entitlement.

Note:One or more variations of both this entitlement template and the entitlement certificate template must be set to active for FlexNet Operations to send out entitlement emails.

Partner users can split entitlements to related partner or customer accounts.

An email with an attachment using this template is triggered when an entitlement is split from the End-User Portal, or via web services, if the System Configuration is enabled to System > Configure > FlexNet Operations > General > Send Email When New Entitlement is Created after Split. The recipient of the email is the contact that is specified in the target account distributor tier. If no contact is specified in the target tier, no email is sent.

Only the default variation of this template is used by FlexNet Operations.

Fulfillments for some custom technologies, for example manual technologies, are created in FlexNet Operations and license files are generated outside of FlexNet Operations. These fulfillments are created with on-hold status and license files are set later.

An email using this template is triggered and sent to a producer email address when an on-hold fulfillment is created, to notify the producer that the fulfillment is waiting for a license to be set. The producer email address is specified in the System Configuration setting, System > Configure > FlexNet Operations > General > Email for On-Hold Fulfillments or On-Hold Entitlements.

Only the default variation of this template is used by FlexNet Operations.

An email using this template is triggered when a user Producer Portal sends a notification for a FlexNet Publisher Local Trial ASR. (For example, a user can click Administer > Local Trial ASRs. Select the check box of the local trial ASR, click Email, and specify email addresses.)

Only the default variation of this template is used by FlexNet Operations.

This email template is used for the body of the email message sent with a FlexNet Publisher certificate or custom technology license file attachments for more than one fulfillment.

An email using this template is triggered when multiple fulfillments are selected and an email is sent from the End-User or Producer Portal, or via web services (emailLicense). See the web services documentation that describes how email addresses can be specified, validated, and filtered in the web service request.

If multiple active variations of this template exist, producers can choose which email template variation to use for each license technology.

Used to send email messages to end users for whom FlexNet Operations has automatically created upgrade line items. (FlexNet Operations only creates these upgrade line items automatically when you have qualifying products and line items and have scheduled the Product Version Upgrade job.)

This email template is only triggered by upgrades that result from running the Product Version Upgrade job. It is not triggered for manual upgrades nor for bulk upgrades.

For details about the Product Version Upgrade job, see FlexNet Operations Alert Types.

Producers set the variation of this email template to be used on the Create a Product page. (Only active variations of this template can be selected. Draft variations are not shown.)

For instructions about specifying a variation to use, see Creating a Product.

Allows an end user to let the producer know they want to renew an entitlement.

Emails using this template are triggered when an end user clicks the Request button on the End-User Portal Expiring Entitlements page. Copies of the intent-to-renew email are sent to the end user who initiated the request and also to the producer at the address specified for the system configuration setting, System > Configure > FlexNet Operations > Renewals > Request Renewal Notification Email.

The value for the From address is also the email address specified in the Request Renewal Notification Email configuration setting.

Only the default variation of this template is used by FlexNet Operations.

If a producer has configured and runs the Expired Entitlements job, producers can send Renewal Reminder emails to end users for entitlements that have expired. For an end user to receive these emails, they must have the View Expiring Entitlements permission and subscribe by selecting the Entitlements Email check box in their user profiles.

The frequency that this email is sent to a user is based on Configure > FlexNet Operations > Renewals > Expired email frequency. Each expired entitlement appears in only one email message.

Only the default variation of this template is used by FlexNet Operations.

See More About the Expired Entitlements Job for details.

An email using this template is triggered when a user Producer Portal sends a notification for a FlexNet Publisher Short Code ASR. (For example, a user can click Administer > Short Code ASRs. Select the check box of the short code ASR, click Email, and specify email addresses.)

Only the default variation of this template is used by FlexNet Operations.

An email using this template is triggered when a user in the Producer Portal sends a notification email for a download file or download package. (For example, a user can click Administer > Send File Notification or Administer > Send Download Package Notification.)

If multiple active variations of this template exist, producers can choose which email template variation to use for each file or download package notification.

Welcome emails are sent to new users. An email using this template is triggered when a customer, partner, or self-registered user is created in the End-User or Producer Portals, or via web services (createUser).

Producers who use single sign-on typically make this template inactive. Otherwise, the default variation of this template must be active to support basic functionality of FlexNet Operations.

Producers who want to offer trial registration to their end users can create a variation of this template to use specifically for trial registrations. This variation name is then used in the custom content page, based on the TrialRegistration custom content template, in place of {{formData.emailTemplate}}.

See About Product Trial Registration Support and About Trial Products for more information.

Note:The configuration option Display Password in Welcome Email Template controls whether the [[Password]] merge tag can be used in welcome emails. For more information about this option, see Display Password in Welcome Email Template in General Options.