Autoresponder Triggers Defined

OpsAdmin incorporates a series of system triggers designed to initiate automated events for various operational purposes. These triggers are integral to OpsAdmin's process flow, facilitating communication between the system, its users, and customers. The defined triggers outlined below play a critical role in system interactions, and examples may be provided to illustrate how these triggers activate and influence system behavior.

Enrollments

These triggers are specific to the enrollment process.
Enrollment Accepted From Cron ReEnroll Enrollment Accepted From Cron	When the OpsAdmin Service finds a pending enrollment in OpsAdmin and also finds info through EGS Server (Existing and active LDC, a Valid Service Start Date). Enrollment status is set to Accepted. Mail/Letter is sent.
New Enrollment From Wizard	When an enrollment is created through the wizard and then inserted into the database. Mail/Letter is sent.
New Legacy From Web	When a user links its account using Frontend WebSite and the enrollment is successfully saved. Mail/Letter is sent.
New Enrollment From Sales Importer	When using the Call Center Importer, a new enrollment is added to the system. Mail/Letter is sent. When using the Call Center Importer, and the system gives the operator the possibility of linking and enrollment with an existing account or creating a new account and the user selects the second option. Mail/Letter is sent.
Account Linking From Sales Importer	When using the Call Center Importer, and the system gives the operator the possibility of linking and enrollment with an existing account. Mail/Letter is sent
New Enrollment From Legacy Importer	When a new enrollment is added though the Legacy Importer. Mail/Letter is sent.
New Enrollment from Drop Importer	When trying to import a Drop transaction, OpsAdmin checks if that account exists on the system. If OpsAdmin has to create an account for the Drop to be imported, this trigger can be set up to send a notification.
New Enrollment From Price Plan Update	When a new enrollment is successfully processed from the Price Plan Update functionality
New Enrollment From Courtesy Plan Reassign	When a new enrollment is successfully processed from the Courtesy Plan Reassign functionality.
Enrollment Update from DataMart	OpsAdmin Service has a task in charge of updating accounts with information from Datamart extracts such as addresses, customer information, plan information. A notification can be sent when an account is updated by using this trigger.
New ReEnroll Enrollment	When a customer is successfully retained, a reenroll request is sent to billing system.
Switch Hold Removal	[TEXAS ONLY, ESG ONLY] When any account has one of the 'On Hold' statuses and is then switched to the status Pending by pressing the button 'Submit Prospect to ESG' then this letter should be triggered. On Hold statuses include: On Hold, Deposit Pending, LOC Pending Review, Payment Processing, Verification Pending, Autopay Setup Required.
Transfer Of Service	[TEXAS ONLY] When a customer moves from one address to another one, a notification of acknowledgement is sent to the customer letting them know that the service address change is processing.

Rejections

These triggers are specific to enrollments that have been rejected by the billing system.
Enrollment Rejected By Type 1	[OBSOLETE]
Enrollment Rejected By Type 2	[OBSOLETE]
Send ESG Rejected Type 1	[OBSOLETE]
Send ESG Rejected Type 2	[OBSOLETE]
ESG Return Rejected Type 1 or 2 To Pending	[OBSOLETE]
Billing System Return Submitted With Errors	When an enrollment is inserted into OpsAdmin Database: Enrollment through Wizard, Legacy Importer, Account Linking from Web Site, Account Linked from Call Center, Enrollment from Call Center Importer, a call is made to the ESG Web Service and it returns an answer. If that answer is an error, email/letter is sent and status is set to SUBMITTED_WITH_ERRORS.
Billing System Return Submission Not Sent Connection Error	When an enrollment is inserted into OpsAdmin Database: Enrollment through Wizard, Legacy Importer, Account Linking from Web Site, Account Linked from Call Center, Enrollment from Call Center Importer, a call is made to the ESG Web Service and it returns an answer. If it can’t return something, email/letter is sent and status is set to SUBMITION_NOT_SENT_CONNECTION_ERROR.
Rejected Type 3 Sender	[OBSOLETE]
Detect ESG Rejected Type 1	[OBSOLETE]
Detect ESG Rejected Type 2	[OBSOLETE]
New Rejection	Used when a new reject transaction is received from the system and a notification to the customer should be triggered.
Update Rejected Enrollments	Notify the customer that their account was previously rejected has now been submitted for a second chance to the billing system.

Manuel Updates and Submissions

These triggers provide the ability to manually override automated triggers for correction or testing.
Manual Retry Send to Billing System	[OBSOLETE]
Manual Send to Billing System	[OBSOLETE]
Manual Send Enrollment Received	When the user presses the button “Send Documents To The Customer by Mail” (Reprint Resend Queue)
Send ESG New Enrollment	When an enrollment is inserted into OpsAdmin Database: Enrollment through Wizard, Legacy Importer, Account Linking from Web Site, Account Linked from Call Center, Enrollment from Call Center Importer
Manual Change Status to [STATUS]	MCS stands for Manual Change Status. When the operator edits an enrollment through the enrollment Manager, Email/Letter is sent.

The different manual statuses:  red boxes are [OBSOLETE]

Manual Change Status to Accepted	Manual Change Status to Archived
Manual Change Status to Canceled	Manual Change Status to Canceled Test Order
Manual Change Status to Courtesy Plan Reassign Accepted	Manual Change Status to Courtesy Plan Reassign Pending
Manual Change Status to Courtesy Plan Reassign Rejected	Manual Change Status to Dropped
Manual Change Status to Expired	Manual Change Status to New Enrollment Saved
Manual Change Status to On Hold	Manual Change Status to Pending
Manual Change Status to Pending Deposit	Manual Change Status to Price Plan Update Accepted
Manual Change Status to Price Plan Update Pending	Manual Change Status to Price Plan Update Rejected
Manual Change Status to Price Plan Update Rescind	Manual Change Status to Rejected By ESG Type 1
Manual Change Status to Rejected By ESG Type 2	Manual Change Status to Rejected By ESG Type 3 NS
Manual Change Status to Rejected By ESG Type 3 S	Manual Change Status to Rejected By Transunion
Manual Change Status to Renewal Accepted	Manual Change Status to Renewal Pending
Manual Change Status to Renewed	Manual Change Status to Submission Not Sent Connection Error
Manual Change Status to Submitted Awaiting Response	Manual Change Status to Submitted With Errors
Manual Change Status to Transferred

Renewals

These triggers are specific to the renewal process.
New Renewal From Wizard	When a Renewal is generated though the Wizard.
Renewal Notification	When OpsAdmin Service checks for plan due notification. Email/Letter is sent. When the operator, using OpsAdmin, under the Renewal Notices section, manually sends the notification to the user.
New Renewal From Renewal Importer	When an account is successfully renewed through the Renewal Importer.

Customers / Support

These triggers are for customer communication and support
Support Notification	When the operator, using OpsAdmin, under the the Support Notification section, sends a notification to a user.
Customers: Reset Password	To trigger a Reset Password email for a given customer through the Customer Support UI, option “Reset Password”.
Send Forgot Password	When a customer presses “Forgot Password?” link.
Send Forgot Username	When a customer presses “Forgot Username?” link.
Quick User Create	When a new user is created from the Legacy Importer. When a new user is created from the “Quick Enrollment” option. When a new user is created through the Call Center Importer.
Confirmation Of Cancellation	When a confirmation of cancellation is successfully generated from Customer Support area.

Plans

These triggers are specifically designed to interact with plans.
Plan Expired Notification	OpsAdmin Service has a task that checks if a plan is closed to it expiration date. If it’s closed to it expiration date, the system can send a notification using this trigger. Send_Email_Plans_Expire from System Setup allows the user to establish the amount of days that are used as a parameter to verify if the plan is close to its expiration date.
Plan Is Expired	OpsAdmin Service has a task that checks if a plan is closed to it expiration date or if it has expired. If the plan has expired, system can send a notification by using this trigger.

Retention

These triggers are specific to the retaining of customers.
ETF Send Document	When generating an Invoice for the Customer from the ETF Invoice Queue (Letter or email is generated). When a massive Send Email /Create Letter is executed from ETF Invoice Queue under Drops System.
ETF Waive After Generated	This trigger will be executed when, after having sent an ETF Invoice, it is decided to make an ETF Waive (within the drop management, since from Customer Support you can also make a Waive, but it will not trigger this functionality)
New Drop From Drops Importer	When a drop transaction comes in, notify the customer.
New Drop Warning	[ESG ONLY] A drop warning transaction triggers a notification to the customer that they will be dropped soon.
Termination Notice	[OBSOLETE]
Update Dropped Account To Accepted	When the billing system returns a status and is updated back to FLOWING from DROPPED, this is considered a Winback and a notification is sent telling the customer that they have returned to service with the REP.
Drop Request	When generating a drop request from OpsAdmin, usually during a “Move Out” transaction for TX.

Global Price Changes

These triggers are specific to the global price change functionality.
Global Price Affiliate Plan Update	When an email is sent to an Affiliate with all the detail of the updated plans and documents from the Global Price Changes

Pricing Matrix / Prospects

These are triggered that work within the pre-sales portion of OpsAdmin Broker
Pricing Matrix Mail	Triggers the spreadsheet attachment of the daily pricing matrix to authorized users.
Pricing Matrix Quote Generated	This generates the quote information and sends it to the defined affiliate.
Quote Request Generated	[OBSOLETE]

My Account

These triggers are general triggers that do not have a specific area.
Customers: Disabled Bank Account Transactions	Send a notification to a customer telling them that they have disabled a ACH in MyAccount gateway.
Customers: Enabled Bank Account Transactions	Send a notification to a customer telling them that they have enabled a ACH in MyAccount gateway.

Third Party / TPV

THIRD PARTY / TPV These triggers are general triggers that are used with third party providers mainly TPV
Third Party Verification Approved	This notification would be generated to a customer if they pass the TPV review process. If the verification passed, the enrollment should be sent to ESG or updated to On Hold - Deposit Pending depending on the situation.
Third Party Verification Failed	This notification would be generated to a customer if they fail the TPV review process. The status of an account will update to ON HOLD - VERIFICATION FAIL.

Payments

These triggers are used with the payment functionality if turned on.
Deposit Required	When a credit check is run and a deposit is required, a notification is sent to the customer.
Payments: Deposit Payment	Notify the customer that their deposit has been paid.
Payments: One Time Payment	Notify the customer that their payment has been received.
Payments: Payment Profile added	Send a notification to a customer telling them that they have created a payment profile on our gateway in MyAccount
Payments: Payment Profile deleted	Send a notification to a customer telling them that they have deleted a payment profile on our gateway in MyAccount
Payments: Payment Profile marked as default	Send a notification to a customer telling them that they have made a payment profile their default on our gateway in MyAccount
Payments: Recurring Billing Required	Communication triggered at the time of generating a new enrollment, through the Web Enrollment Journey or Sales importer where the company asks the customer to set up autopay because it’s required (This can be defined in several areas of the system, per plan or customer type).
Payments: Rejected Letter Of Credit	When a letter of credit has been uploaded and notify the customer that the letter has been rejected.
Payment Switching To Collection Agency	[OBSOLETE]
Payment Switching To REP	[OBSOLETE]
Payments: Waived Existing Enrollments Deposit	Notification triggered when a customer’s deposit is waived by an OpsAdmin operator.
Bypass Credit Check	Usually during a Quick Enrollment process, when the user’s permissions allow bypassing the credit check for a given customer, a communication can be sent.

Internal Notifications and System Alerts

These triggers should not be sent to customers.
New Bounced Email	This works directly with Sendgrid for triggering a notification internally showing the accounts email bounced. [Internal Notification]
Users: Send Forgot Password	[OBSOLETE] - This is handled internally, Forgot Password emails for OpsAdmin users are not visible in the system due to security concerns.

Not Categorized Yet

These triggers are not currently defined and must be written and organized.
Billing System Return Submission Not Sent Connection Error	The web service is currently down. This should be an internal notification only.
Billing System Return Submitted With Errors	[This should be an internal log error but a notification could be sent to the user of OpsAdmin]
Contract Start Date Notification	It's possible to notify customers that their contract is about to start. When this trigger is correctly configured, the system Will send a communication to customers that have a future contract start date.
Friendly Reminder	[OBSOLETE]
New Enrollment From Enrollment Importer	Communication triggered to the customer when the enrollment is created using the Enrollment Importer.
Send New Enrollment to Billing System	[OBSOLETE]