Notification Settings

Control which email notifications are sent for warranty and claims events. This page covers the Notification Preferences tab. See Email Templates and Email Domain for the other tabs.

Each notification can be set to Email (sent) or None (disabled).

Customer Notifications

These emails go to the customer’s order email address.

Policy Notifications

• Policy Purchased — confirms policy number, coverage details, and protected product
• Policy Cancelled — confirms cancellation and any refund details

Claim Notifications

• Claim Submitted — confirms receipt and provides the claim reference number
• Claim Pending Info — requests additional information from the customer
• Claim Approved (Credit) — includes credit amount and usage instructions
• Claim Approved (Discount) — includes discount code and terms
• Claim Denied — includes the denial reason

Repair Workflow Notifications

• Claim Repair: Awaiting Return — return shipping instructions (may include prepaid label)
• Claim Repair: Received — confirms product receipt, estimated repair timeline
• Claim Repair: In Progress — repair work has begun
• Claim Repair: Complete — repair finished, may include tracking info

Post-Purchase Notifications

• Post-Purchase Warranty Offer — offers coverage to customers who purchased without warranty

Merchant Notifications

These emails go to you (the store owner or admin). Each merchant notification supports a custom email address field to route it to a specific team member or department.

• Warranty Sold — sent when a warranty plan is purchased
• New Claim — sent when a customer submits a claim (includes dashboard link)
• Claim Update — sent when a claim status changes
• Application Updates — sent for Umbrella application status changes

Report Notifications

Automated summary reports delivered on a schedule. Each supports a custom email recipient.

Daily Reports

• Daily Warranty Sales Report — total revenue, policy count, top-selling plans
• Daily Claims Report — new claims, resolved claims, pending claims

Monthly Reports

• Monthly Warranty Sales Report — revenue trends, attachment rates, plan breakdowns
• Monthly Claims Report — approval rates, resolution times, claim categories

Saving Notification Preferences

Click Save Changes in the right sidebar. Changes take effect immediately for all future events.

Related

• Email Templates — customize the content and design of notification emails
• Email Domain — set up a custom sending domain for better deliverability
• General Settings — configure currency and country settings