How do I set up Email Templates in Cloudmore?

I want to receive an email notification when my CSP subscription is about to expire so that I can take appropriate action. For custom services, we send an email notification when a subscription is about to expire.

Create a template

From the Cloud Service Broker menu go to Cloud Service Broker > Templates

To create a new template click Add Template

Template Type Choose from either Custom Service or Microsoft 365 CSP

Template Name Assign a name to the template for use in the notification setup

Description Summary of the use of the template

Subject The Subject line that will appear on the email

Body   Create the main body of the email with free text and a number of tags that will automatically place the information into the body of the text. Copy and paste from the list into the body of the email                    

  • Organization Contact Name
  • Organization Contact Email
  • Organization Notification Email Address
  • Service Name
  • Subscription Friendly Name
  • Subscription Period
  • Subscription Current Cost (Current cost is the price that is associated with the current subscription)
  • Days Left
  • Subscription End Date

Press Save

Adding a 365 Renewal

From the Cloud Service Broker menu go to Cloud Service Broker > My Services > Microsoft O365 CSP Direct.

Go to the Settings screen

In the Notifications section complete the fields

  • Days remaining until renewal – choose on option form the  dropdown from the following options: 90,60,30,14,7,3,1,0
  • Select Template - Allows the user to select a CSP email template from the dropdown.
  • Cloud Service Broker email - Field to enter one or several email addresses within the CSB.
  • Organization notification Email address- Tick checkbox to also send email to the organizations notification email address.

Adding a Custom Service Renewal

From the Cloud Service Broker menu go to Cloud Service Broker > Custom Services > Custom Services

Click to open the Actions box against the service that you require the notification renewal for and click on Products

Select the Product line which requires notifications and open the Actions menu and click on Properties

Scroll and amend as required

Notifications for days left

Choose one or multiple selections of days from dropdown list, choose from the following options: 90,60,30,14,7,3,1,0

Select custom service email template from the dropdown

Expiry notification

Click on the checkbox to indicate if an email is required after service renewal email is required

Select custom service email template from the dropdown