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Liaison

On Hold Email Templates

CAS Selection

CASs cannot customize these templates nor deactivate them; all are required.

Overview

These email templates are used by our Operations team if an applicant's application needs to be placed on hold (e.g., duplicate accounts, code of conduct charge, etc.). These are standardized across CASs and cycles.

Template Name System Name (Internal only) Editable? How is it Triggered? Triggered From Sent To Required If Notes
Applicant Withdraw Request Applicant Withdraw Request Yes Applicant requested their application be withdrawn from all programs in a cycle Management Portal (manual) Applicant    
Application Removed from On Hold APPLICATION REMOVED FROM HOLD: OWED PAYMENT RECEIVED Yes Applicant submitted owed application fees Management Portal (manual) Applicant   Applicant is no longer in the On Hold application status
Chargeback Chargeback Yes Applicant's application fees are disputed by credit card company Management Portal (manual) Applicant    
Duplicate Duplicate Yes Applicant created more than one application in a cycle Management Portal (manual) Applicant   Applicant decides which application to keep active and notifies Customer Service
On Hold: Application Unpaid ON HOLD APPLICATION: APPLICATION UNPAID Yes Applicant's application fees are disputed by credit card company Management Portal (manual) Applicant    
On Hold: Back Fees Owed ON HOLD APPLICATION: BACK FEES OWED Yes Applicant's application fees were disputed by credit card company for a previous cycle; applicant owes old application fees Management Portal (manual) Applicant    
On Hold: Conduct Violation ON HOLD APPLICATION: CONDUCT VIOLATION Yes Applicant has a code of conduct violation Management Portal (manual) Applicant    
On Hold: Multiple Charges ON HOLD APPLICATION: APPLICATION UNPAID (MULTIPLE CHARGES) Yes Applicant's application fees are disputed by credit card company Management Portal (manual) Applicant   This is used if an applicant has more than one application fee disputed

Example Templates

Applicant Withdraw Request

Email Subject: Your [CAS NAME] application was withdrawn

Excerpt: You requested your [CAS NAME] application to be withdrawn

Applicant Withdraw Request.png

Application Removed from On Hold

Email Subject: [CAS NAME] Application On Hold: Owed Payment Received

Excerpt: Your application is no longer on hold

Application Removed from On Hold.png

Chargeback

Email Subject: Credit Card Payment Disputed for [CAS NAME] Application Fee(s)

Excerpt: Your application is on hold

Chargeback.png

Duplicate

Email Subject: Your Duplicate [CAS NAME] Account

Excerpt: Your duplicate [CAS NAME] application is on hold

Duplicate.png

On Hold: Application Unpaid

Email Subject: [CAS NAME] Application On Hold: Application Fee(s) Owed

Excerpt: Your application is on hold

On Hold Application Unpaid.png

On Hold: Back Fees Owed

Email Subject: [CAS NAME] Application On Hold: Previous Application Fee(s) Owed

Excerpt: Your application is on hold

On Hold Back Fees Owed.png

On Hold: Conduct Violation

Email Subject: [CAS NAME] Application Code of Conduct Violation

Excerpt: Your application is on hold

On Hold Conduct Violation.png

On Hold: Multiple Charges

Email Subject: Credit Card Payment Disputed for [CAS NAME] Application Fee(s)

Excerpt: Your application is on hold

On Hold Multiple Charges.png

 

 

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