Kube sends emails when you or your members complete tasks in Kube, the Member Portal, and the Prospect Portal. Members can opt out of emails from the My Account section in the Member Portal.
Depending on the trigger (or task that caused Kube to send an email) and who completed the task, Kube sends the associated email to the appropriate recipient. This article explains when Kube sends emails, who the sender is listed as, and who receives the emails.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
For more information on editing email templates, see Reviewing and editing email templates.
If one of these triggers occurs for the operator's internal company, Kube sends the email to the internal company's primary contact's email address. Kube also populates the Reply To field in the templates below with the internal company's primary contact's email address. By default, Kube uses your organization's SPOC (single point of contact) listed on the Operator Details screen as the internal company's primary contact. You can update the internal company's primary contact as needed. For more information, see Updating the operator profile and Updating a company's primary contact.
TIP: Companies can CC up to five email addresses on billing emails.
Email template triggers and recipients
Email Template Section | Email Template Name | Trigger | Sender (From) | Recipient (To) |
Sign Up
| Sign Up | When a lead completes a purchase in the Prospect Portal or the operator adds the member to Kube.
NOTE: You can resend this email from the Additional Options menu on the Members screen. | Operator | Member |
| Username Already Registered | When a prospect tries to create an account using an email address already registered with any Kube operator. | Operator | Member |
| Forgot Password | When a member forgets their password and clicks the Forgot Password link when logging in to the Member Portal. | Operator | Member |
| Reset Username | When the operator creates a new username for a member. | Operator | Member |
| Prospect Portal Sign Up | When a prospect creates an account through the Prospect Portal and does not complete a purchase. | Operator | Lead |
Booking | Booking Note | When a note is added or updated on a booking by a member. | Operator | Property Primary Contact |
| File Notification | When a file is attached to a booking by a member. | Operator | Property Primary Contact |
| Booking Confirmation | When a member or prospect completes a booking in the Member or Prospect Portals or the operator completes a booking for a member in Kube. | Property | Member and any additional attendees |
| Updated Booking | When a member or operator edits booking details. | Property | Member and any additional attendees |
| Cancellation Confirmation | When a member or operator cancels a booking. | Property | Member and any additional attendees |
| Booking Reminder | Sends 5 minutes before the booking to remind the member and any additional attendees about the booking. | Property | Member and any additional attendees |
| Booking Thank You | Sends 5 minutes after the booking ends to thank the member and any additional attendees for the booking. | Property | Member and any additional attendees |
Inquiry
| Inquiry Operator | When a lead clicks the Inquire button from the Prospect Portal. | Kube | Property Contact |
| Inquiry Lead | When a lead clicks the Inquire button from the Prospect Portal. | Property | Lead |
| Overturn Lead | Sends to the lead broker (i.e. LeadDADI) when a lead is overturned by an internal user for various reasons. | Operator | Lead Broker |
| Reject Lead | Sends to the lead broker (i.e. LeadDADI) when a lead is rejected by an internal user for various reasons. | Operator | Lead Broker |
| Accept Lead | Sends to the lead broker (i.e. LeadDADI) when a lead is accepted. | Operator | Lead Broker |
Billing
| New Invoice | When a new invoice is generated automatically or manually. | Operator | Company Primary Contact |
| New Credit Note | When a new credit note is generated automatically or manually. | Operator | Company Primary Contact |
| Payment Processing | When the operator or company's primary contact makes a payment.
NOTE: You can click the Attach Ledger button to have Kube include a PDF copy of the company's ledger in the email. | Operator | Company Primary Contact |
| Payment Failure | When a company's payment fails and cannot be processed. | Operator | Company Primary Contact |
| Payment Reversed | When a company's processing payment is reversed by the bank. | Operator | Company Primary Contact |
| Company Ledger | When you click the Email button on the Company Ledger screen in Kube or when the company's primary contact clicks the Email button on the Company Ledger screen in the Member Portal. | Property | Company Primary Contact |
| Microdeposit Bank Account Verification (Initiated) | When a member adds a new bank account and selects the option to manually verify it. | Operator | Company Primary Contact |
| Account Verification Reminder | When a member has started the manual bank verification process but has not completed it within 5 days. | Operator | Company Primary Contact |
| Company Move Out Statement | Sent to the company's primary contact when Email Statement is selected from the Move Out screen. | Operator | Company Primary Contact |
| BACS - Bank Account Added | When a bank account is successfully added to a company record. | Operator | Company Primary Contact |
| BACS - Bank Account Mandate Authorised | When a bank account is successfully set up with Stripe. | Operator | Company Primary Contact |
| BACS - Bank Account Mandate Revoked | When a company removes their bank account. | Operator
| Company Primary Contact |
| SEPA - Bank Account Added | When a bank account is successfully added to a company record. | Operator | Company Primary Contact |
| SEPA - Bank Account Mandate Authorised | When a bank account is successfully set up with Stripe. | Operator | Company Primary Contact |
| SEPA - Bank Account Mandate Revoked | When a company removes their bank account. | Operator | Company Primary Contact |
| Final Notice | Manually sent from a contract's additional options menu. | Operator | Company Primary Contact |
| Termination for Non-Payment | Manually sent from a contract's additional options menu. | Operator | Company Primary Contact |
Contract: Manual Contract Communication
| New Contract | When a new contract is communicated through the Communicate menu in the contract window. | Operator | Contract Assignee |
| New Amendment | When an amendment is communicated through the Communicate menu in the contract window. | Operator | Contract Assignee |
Contract: ySign Contract Communication
| New Contract ySign | Sent by the contract creator when a new contract is created that requires the contract assignees' signature. | Operator | Contract Assignee |
| New Amendment ySign | Sent by the contract creator when a contract amendment is requested and a new signature is required. | Operator | Contract Assignee |
| Contract Signature Reminder | Sent by the contract creator when the company's contract assignee has not yet signed the contract. | Operator | Contract Assignee |
| Contract Signature Canceled | Sends when the ySign signature request has been canceled on a contract. | Operator | Contract Assignee |
| Contract Signed by Company | Sends when the contract has been signed by the company's contract assignee. | Operator | Contract Assignee and Operator |
| Counter Signature Required | Sends when a counter signature is required from the designated contract approver(s). | Operator | Contract Approver |
| Counter Signature Completed | Sends when the counter signature has been completed. | Operator | Operator and Contract Assignee |
Contract: ySign Express Contract Communication | New ySign Express Request | Sent by the contract creator when a new contract requires a signature. | Operator | Contract Signatories |
| Updated ySign Express Request | Sent by the contract creator when a contract is amended and requires a new signature. | Operator | Contract Signatories |
| ySign Express Reminder | Sent by the contract creator to remind a contract signatory their contract is still pending signing. | Operator | Contract Signatories |
| ySign Express Cancelled | Sent by the contract creator when the signing process has been canceled by the operator. | Operator | Contract Signatories |
| ySign Express Completed | Sends when one of the assigned contract signatories completes and signs the ySign Express form. | Operator | Contract Creator |
| ySign Express Completed (Member) | Sends when one of the assigned contractu signatories completes and signs the ySign Express form. | Operator | Contract Signatories |
Contract: Move Out Contract Communication | New Move Out Communication Request | Sent by the contract creator or another internal user when a contract is moving out and a signature is required from the contract signatory. | Operator | Contract Signatories |
| Move Out Communication Form Completed | Sends when one of the assigned contract signatories completes the Move Out Communication Form. | Operator | Contract Creator |
| Move Out Communication Form Canceled | Sends when the contract creator or internal user cancels the move out process or the move out communication form. | Operator | Contract Signatories |
Contract: Move Out Refund Form
| Move Out Refund Form Sent | Sent by an internal user from the Move Out manu when funds are due to a company and there is no banking information on file to issue the refund to. | Operator | Company Signatories |
| Move Out Refund Form Completed | Sends when one of the company's signatories completes the Move Out Refund Form. | Operator | Internal User Who Sent the Form |
Contract: Contract Approval | Contract Approval Request | When an internal user creates a contract that requires contract approval. | Internal User | Contract Approver |
| Contract Approval Request Status | When a contract approver approves or denies a contract. | Contract Approver | Internal User |
| Contract Approval Request Reminder | When an internal user sends a manual reminder to a contract approver about a pending contract approval. | Internal User | Contract Approver |
Contract: Membership Upgrade | Membership Upgrade (To Property) | When a member upgrades their membership in their member portal. | Operator | Property Primary Contact |
| Membership Upgrade (To Member) | When a member upgrades their membership in their member portal. | Operator | Company Primary Contact |
Contract: Click to Cancel
| Contract Canceled (To Member) | When a member cancels their contract through their member portal, they are sent this email confirmation. | Operator | Company Primary Contact and Contract Assignee |
| Contract Canceled (To Property) | When a member cancels their contract through their member portal, the property receives this notification. | Operator | Property Primary Contact |
Member Portal: Event
| New Event | When the operator creates a new event. Sends at 10:00 AM in the property's time zone. | Property | Members invited to the event |
| Event Details Updated | When the operator changes any event detail, excluding the event image. Sends at 3:30 PM in the property's time zone. | Property | Members invited to the event |
| Event RSVP Confirmation | When a member RSVPs to an event. | Property | Member |
| Event Cancellation | When the operator cancels an event. | Property | Members who have RSVP'd 'Yes' to the event |
| Event Reminder | Sends two days before the event at 8:00 AM in the property's time zone to remind members of the event. | Property | Sent to members who have opted to receive the reminder |
Member Portal: Support | New Support Ticket Member | When a member creates a support ticket in the Member Portal. | Property | Member |
| New Support Ticket Reply Member | When the operator replies to the member's support ticket. | Property | Member |
| Support Ticket Closed Member | When the operator closes the member's support ticket. | Property | Member |
| New Support Ticket Operator | When a member creates a support ticket in the Member Portal. | Kube | Operator |
| New Support Ticket Reply Operator | When a member replies to a support ticket. | Kube | Operator |
| Support Ticket Closed Operator | When a member closes a support ticket. | Kube | Operator |
Member Portal: Discussion | New Comment on Followed Private Discussion | When there is a new comment on a private (1:1) discussion.
NOTE: Kube compiles all private discussion notifications into a single email that it sends once a day. | Property or Kube | Member or Operator |
| New Comment on Followed Public Discussion | When there is a new comment on a followed discussion.
NOTE: Kube compiles all public discussion notifications into a single email that it sends once a day. | Property or Kube | Member or Operator |
Amenity Configuration
| Resend Wi-Fi Credentials | When the operator or primary contact clicks Resend Wi-Fi credentials for a member. Applicable to operators using standard Wi-Fi authentication. | Operator | Member |
| Resend Secure 802.1x Wi-Fi Credentials | When the operator or primary contact clicks Resend Wi-Fi credentials for a member. Applicable to operators using RADIUS Wi-Fi authentication. | Operator | Member |
| New Amenity Configuration Operator | When the operator has a new amenity configuration to complete. | Kube Admin | Operator |
| Pending Amenity Configuration Operator | When the operator completes an amenity configuration, but the configuration is in pending status for review by Yardi technical support. | Kube Admin | Operator |
| Completed Amenity Configuration Operator | When an amenity configuration is completed. | Kube Admin | Operator |
Email Workflow
| Auto Pay | When an auto pay has taken place and/or completed. | Operator | Primary Contact |
| Booking Emails | When a booking has been scheduled. | Operator | Member |
| Contract Expiration | When a contract has expired. | Operator | Primary Contact |
| Hours/Credits Threshold-Company | When the company's assigned hours/credits fall below the number of hours specified in the email workflow | Operator | Primary Contact |
| Hours/Credits Threshold-Member | When the member's assigned hours/credits fall below the number of hours specified in the email workflow. | Operator | Member |
| Lead Notifications | When a new lead has been added via LeadDADI (International) | Operator | Operator |
| Lead Workflow | When a lead workflow has been completed and changes occurred. | Operator | Operator |
| Online Sales | When an online sale has completed. | Operator | Member |
| Past Due Invoice | When an invoice is past due. | Operator | Primary Contact |
| Tours | When a tour is scheduled. | Operator | User |
| Visitor Management | When a visitor checks in for a Delivery or Appointment Check In. | Operator | Member or Property Primary Contact |