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Communications is where you manage everything Zenskar sends to your customers on your behalf: the content of transactional emails, the documents attached to them, who they are sent from, who receives them, and a log of what actually went out. It lives under More > Communications in the sidebar and, unlike most areas of the product, it is a single page with in-page tabs rather than a set of separate sidebar pages. The eight tabs, in the order they appear, are:
  • Email Templates: the content and design of every transactional email Zenskar can send, one template per document type (invoice, payment reminder, usage report, and so on).
  • Email Alerts: automatic emails triggered by invoice lifecycle events, such as invoice generation, invoice approval, and an approaching or overdue due date.
  • Usage Alerts: webhook notifications triggered when a customer’s usage of an entitlement crosses a threshold you define.
  • Document Templates: the layout of the actual billing and legal documents (invoices, receipts, contracts) that get attached to emails.
  • Segments: reusable customer filter definitions used to target email alerts and manual communications.
  • Senders: the from-name and from-email your customer-facing mail is sent under, with domain verification so it does not land in spam.
  • Sent Emails: a read-only log of every email Zenskar has sent, with per-recipient delivery status.
  • Configurations: a general-purpose builder for one-off or automatic email campaigns, separate from and more manual than Email Alerts.
Email Templates, Email Alerts, Document Templates, Senders, and Sent Emails are available no matter which contract experience your organization uses. Usage Alerts, Segments, and Configurations, on this page, are only available on this earlier contract experience. If your organization later moves to the newer Contracts V3 experience, these three tabs stop appearing under Communications, and Configurations in particular becomes unavailable because it depends on Segments.

Email templates

Design the subject, body, and attached document for every kind of transactional email, from invoices to custom emails.

Email alerts

Automatically send emails when an invoice is generated, approved, or approaches or passes its due date.

Usage alerts

Trigger a webhook when a customer’s usage of an entitlement crosses a threshold you set.

Document templates

Design the actual invoice, receipt, contract, or credit note documents that get attached to emails.

Segments

Build reusable customer filters to target email alerts and manual communications.

Senders

Set up and verify the from-identity your customer-facing email is sent under.

Sent emails

Look up any email Zenskar has sent and check its per-recipient delivery status.

Configurations

Build one-off or automatic email campaigns targeted at a segment, outside of the guided Email Alerts flow.