Email Notifications

Broadsign Direct can send email notifications to some users when events occur on your network.

You can receive the following email notifications by enabling the Enforce the submission of requests for holding inventory option in the Domain Settings.

The Proposal Hold Approval feature has been enabled and a Sales user has requested a hold on their proposal. The inventory charter for this campaign’s market will decide whether to accept the request.

By default, the right to approve or reject proposal hold requests is attributed to users with the Admin role.

Subject {Proposal Name} has been requested to be placed on hold
Body

Hello {Proposal Creator User Name},
The following proposal requested to be placed on hold:
Hold: {Proposal Name}
Created By: {Proposal Creator User Name}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Notes: {Description}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}


The corresponding inventory charter for this campaign’s market will let you know whether the hold has been accepted or rejected.
Please contact the inventory charter for any questions about your hold.

The Proposal Hold Approval feature has been enabled and the Sales user's request to put their proposal on hold has been accepted by the inventory charter for this campaign’s market.

By default, the right to approve or reject proposal hold requests is attributed to users with the Admin role.

The email is sent to the following users:

  • Owner of the Proposal
  • Creator of the Proposal
  • Contact email in the Email field of the Proposal Builder Client Information section, if the information has been filled out. You can enter multiple email addresses in the Email field, separated by the ";" character, and the email will be sent to all addresses.
Subject {Proposal Name} has been accepted
Body

Hello {Proposal Creator User Name},
The following hold has been approved by the Charter:
Hold: {Proposal Name}
Created By: {Creator}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Notes:{Comment Box}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}


The inventory will be on hold for the next 10 days before expiring.
Please contact the inventory charter if you would like to make any changes to your hold.

The Proposal Hold Approval feature has been enabled and the Sales user's request to put their proposal on hold has been denied by the inventory charter for this campaign’s market.

By default, the right to approve or reject proposal hold requests is attributed to users with the Admin role.

The email is sent to the following users:

  • Owner of the Proposal
  • Creator of the Proposal
  • Contact email in the Email field of the Proposal Builder Client Information section, if the information has been filled out. You can enter multiple email addresses in the Email field, separated by the ";" character, and the email will be sent to all addresses.
Subject {Proposal Name} has been denied
Body

Hello {Proposal Creator User Name},
The following hold has been denied by the Charter:
Hold: {Proposal Name}
Created By: {Creator}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Reason of proposal being denied: {Comment Box}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

Please request another hold with the appropriate changes or contact the market’s inventory charter for any assistance.

The Proposal Hold Approval feature has been enabled and the Sales user's request to renew their held proposal has been accepted by the inventory charter for this campaign’s market.

By default, the right to approve or reject proposal hold requests is attributed to users with the Admin role.

The email is sent to the following users:

  • Owner of the Proposal
  • Creator of the Proposal
  • Contact email in the Email field of the Proposal Builder Client Information section, if the information has been filled out. You can enter multiple email addresses in the Email field, separated by the ";" character, and the email will be sent to all addresses.
Subject {Proposal Name} has been renewed
Body

Hello {Proposal Creator User Name},
The following hold has been renewed by the Charter:
Hold: {Proposal Name}
Created By: {Creator}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The inventory will be on hold for the next 10 days before expiring. Please contact the inventory charter if you would like to make any changes to your hold.

You can receive the following email notifications by enabling the Enable email notifications for held proposals option in the Domain Settings.

The proposal has been put on hold until a specific Date and Time. To make any changes to the hold, contact the inventory charter.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Name} has been held
Body

Hello {Proposal Owner Name},
The following proposal has been held:
Proposal Name: {Proposal Name}
Contract: {Contract ID}
Held at this {Date and Time} {Domain Timezone}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The inventory will be on hold until {Date and Time} {Domain Timezone}. Please contact the inventory charter if you would like to make any changes to your hold.

The proposal will expire at this specific Date and Time. To make any changes to the hold, contact the inventory charter.

You can set a customizable time to alert that the proposal is about to expire in the Domain Settings. See Email Notification days before expiration.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Name} is about to expire
Body

Hello {Proposal Owner Name},
The following proposal expires {Date and Time} {Domain Timezone}:
Proposal Name: {Proposal Name}
Contract: {Contract ID}
Held at this {Date and Time} {Domain Timezone}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The inventory will be on hold until {Date and Time} {Domain Timezone}. Please contact the inventory charter if you would like to make any changes to your hold.

The proposal hold has been renewed. To make any changes to the hold, contact the inventory charter.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Name} has been renewed
Body

Hello {Proposal Owner Name},
The following proposal has been renewed:
Proposal Name: {Proposal Name}
Contract: {Contract ID}
Renew hold at this {Date and Time} {Domain Timezone}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The inventory will be on hold until {Date and Time} {Domain Timezone}. Please contact the inventory charter if you would like to make any changes to your hold.

The proposal hold has been released.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Name} has been released
Body

Hello {Proposal Owner Name},
The following proposal has been released:
Proposal Name: {Proposal Name}
Contract: {Contract ID}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The proposal item hold has been released.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Item Name} has been released
Body

Hello {Proposal Owner Name},
The following proposal item has been released:
Proposal Item Name: {Proposal Name}
Contract: {Contract ID}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The proposal has been amended.

If the Make the contract ID field mandatory setting is enabled in the Domain Settings, the Contract field will show the Contract ID. If it is not specified yet, the Contract ID will have the mention “Not Defined”. See Make the contract ID field mandatory.

The email is sent to the Owner of the Proposal. If the Owner is not assigned, then the Creator of the Proposal becomes the owner and receives the email.

Subject {Proposal Name} has been amended
Body

Hello {Proposal Owner Name},
The following proposal has been amended:
Proposal Name: {Proposal Name}
Contract: {Contract ID}
Hold at this {Date and Time} {Domain Timezone}
Start Date: {Proposal Start Date}
End Date: {Proposal End Date}
Link: https://direct.broadsign.com/proposal_builder.html?id={ID}

The inventory will be on hold until {Date and Time} {Domain Timezone}. Please contact the inventory charter if you would like to make any changes to your hold.