Notification formats and types

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Find information about the types of customer notifications sent from Wise.

Notification formats

The method in which messages are delivered to customers is configured in the Wise configuration manager. For more information, see Message preference configuration.

A message type is designated with a 3-digit code. Once the delivery methods are determined, message text can be entered in the Wise configuration manager. For more information, see systemWise Messages.

The following delivery methods can be selected, depending on message type:

M - Email
T - Telephone Note: A third-party service such as i-Tiva is necessary for automating telephone messages.
S - mobile/text message
F - Postal mail
I - Inbox in My account
A - i-Tiva mobile message

The following message classes can be sent via printed mail:

Hold requests (R)
Overdue notifications (H)
Return reminders (I)
Bills (N)
Fees (C)

Notification types

The following message types can be sent via Wise:

Alerts (A)

Code	Delivery method(s) available	Description
ATT	Email	Sends an alert to customers who have opted to receive messages about newly acquired materials. See Configure Areas of interest messages for more information.

Code

Delivery method(s) available

Description

ATT

Sends an alert to customers who have opted to receive messages about newly acquired materials.

See Configure Areas of interest messages for more information.

Overdue notifications (H)

Code	Delivery method(s) available	Description
HR1	Print mail, Email, mobile, Inbox, Telephone, i-Tiva mobile message	First overdue reminder. The timing of this message is configured in Overdue process.
HR2	Print mail, Email, mobile, Inbox, Telephone, i-Tiva mobile message	Second overdue reminder. The timing of this message is configured in Overdue process.
HR3	Print mail, Email, mobile, Inbox, Telephone, i-Tiva mobile message	Third overdue reminder. The timing of this message is configured in Overdue process.
HT0	Print mail	Notification sent to vendors for periodical issues not received. This message is generated using the Recall letter outstanding periodicals overview within the Wise staff client. This message type is not intended for library customers. See Configure a reminder letter for open orders for more information.

Return reminders (I)

Code

Delivery method(s) available

Description

IV0

Email, mobile, Inbox

Due date reminder.

To enable this message, the Send reminder on due date field must be enabled within the Overdue process table.

IV1

Email, mobile, Inbox, Telephone, i-Tiva mobile message

A reminder that the item will be due in a few days. The timing of this message is configured in the Overdue process table.

IV2

Print mail, Email, mobile, Inbox

Request for return of an item that has been reserved by another customer. This message is sent after the return reminder and before the first overdue reminder. The timing of this message is configured in the Overdue process table.

Public messages (P)

Code	Delivery method(s) available	Description
PAA	Email	Message sent when a newly generated password is requested.
PAB	Email	Not for use in US libraries, related to the schoolWise module.
PAC	Email	Not for use in US libraries, related to the schoolWise module.
PAD	Email	Message sent when a password reset is requested from My Account.
PAE	Email	This message is sent when a new account is created that has the same email address associated with an existing customer in the system.
PAI	Email	A reminder that the customer has unread inbox emails.
PAP	Email	Message sent when a password reset is requested from the staff client for a staff account.
PAU	Email	Message sent when a username is requested from the staff client for a staff account.
PAW	Email	Message sent when a customer changes their membership.
PBB	Email	Confirmation that a collection is ready for pick up.
PCA	Email	Not for use in US libraries.
PCC	Email	Not for use in US libraries.
PFA	Email, i-Tiva mobile message	Notice sent when outstanding fines have almost reached the allowed limit. The outstanding fine limit is defined in the Amount for alert registration field within the Membership definitions table.
PFI	Email, Inbox	Not for use in US libraries, related to European collection agency processes.
PIR	Email	Notification that there has been a change of status to an IRM request.
PIW	Email	Not for use in US libraries.
PJB	Email	An emailed report that can be sent to a staff member within the Label work list overview.
PKK	Email	Available for use if Tickets are enabled. Message sent after the sale of a ticket.
PKM	Email	Available for use if Tickets are enabled. Message sent from the Wise staff client to all customers who have a ticket to a specific event.
PMS	Email	Sends a reminder email to customers with an online subscription block. The timing of the email is configured in the Email after 1 through 6 months field within Fee configuration.
PNW	Email	Confirmation message sent to new customers when they register for the newsletter.
PPV	Email	A confirmation message that the customer has reported their library card is missing through My account.
PRA	Email, Inbox	Cancelation message sent automatically when the expiration date of a hold is reached. This message generates when Create cancellation message is set to Yes for reason 7 – Due date exceeded in the (XRA) Hold/ILL archive reasons table.
PRH	Email	Not for use in US libraries. Used for European ILL processes.
PSA	Email	Not for use in US libraries.
PSB	Email	Not for use in US libraries.
PVA	Email	Not for use in US libraries. Related to European ILL processes.
PVC	Email	A confirmation email containing a verification code sent following new account creation.
PVD	Email	Not for use in US libraries.
PVE	Email	A confirmation email to the prior address following an email address change.
PVH	Email	A confirmation email sent when a customer renews their membership online.
PVI	Email	A welcome email sent after a customer newsletter membership is added via customer import.
PVL	Email	Notification that an item was renewed.
PVM	Email	Notification that an item was renewed automatically.
PVN	Email	Confirmation email sent after a customer signs up for the newsletter.
PVR	Email	Notification that a hold has been placed.
PVT	Email	Not currently in use.
PVV	Email	Email sent after a library card is newly reported as lost.
PVW	Email	Welcome email sent after online registration.

Hold requests (R)

Code

Delivery method(s) available

Description

RAP

Print mail, Email, mobile

Used if delivery processes are enabled. Notification that a hold request is being sent through the mail.

RAS

Print mail, Email

Used if delivery processes are enabled. Notification that a service point request is ready for pick up.

RAT

Print mail, Email, mobile

Used if delivery processes are enabled. Notification that a hold request is on transport.

RAV

Print mail, Email

Not for use in US libraries.

RIA

Print mail, Email

Not for use in US libraries. Used for European ILL processes.

RIO

Print mail, Email

Not for use in US libraries. Used for European ILL processes.

RSA

Print mail, Email

Cancellation message for holds cancelled by staff. These messages generate when Create cancellation message is set to Yes in the (XRA) Hold/ILL archive reasons table for all cancellation reasons except 7 – Due date exceeded.

RSB

Hold Pick-up Reminder.

It is possible to have a automatic reminder sent when a customer has not picked up their holds after set number of days folllowing the RSO being sent.

An RSB message can only be sent if an RSO message has previously been sent by email.

The RSB messages are collected in the night run if "Pickup reminder" > 0 is entered in the manager.

The collected RSB messages are written once in the messages table and processed by the job BALRSV (every hour).

Field	Explanation
branch	0000 if the content and formatting can be the same system-wide
class	Reservation (hold)
function	SB
form	Mail
text variant	Branch
text group	01
style	wise/mail_res (M)
prefix	rsbmail
job type	Mail (M) PDF (F)

RSO

Print mail, Email, mobile, Inbox, Telephone, i-Tiva mobile message

Notification that a requested item is available for pick up.

Fees (C)

Code	Delivery method(s) available	Description
CAE	Print mail, Email	For paid library membership, notice that the membership is going to change or be deactivated. This message type is associated with renewal types 5 and 9. The timing of this message is configured in the Notification term: end/conversion of account field within the Membership definitions table. The messages are selected during the monthly customer account maintenance process.
CAF	Email	Reminder to pay a membership fee. This message is sent between the first and second invoices. To enable this message, Select fee alert must be set to Yes within the Invoicing processes (Open Items) tab of Monthly customer account maintenance.
CAJ	Print mail, Email	For paid library memberships, notice that a youth library account will be deactivated. The timing of this message is configured in the Notification term: end/conversion of account field within the Membership definitions table. This notification type can be configured to be sent automatically as part of the Monthly customer account maintenance process. This message type is associated with renewal type 5 in combination with membership type 1 (youth).
CAO	Print mail, Email	For paid library memberships, the membership will transition to a different account type upon expiration. This message type is associated with renewal types 0, 1, and 4. The timing of this message is configured in the Notification term: end/conversion of account field within the Membership definitions table. The messages are selected during the monthly customer account maintenance process.
CAS	Email	Not for use in US libraries.
CAT	Print mail, Email	For paid library memberships, a temporary account will be deactivated upon expiration. This message type is associated with renewal types 3 and 5. The timing of this message is configured in the Notification term: end/conversion of account field within the Membership definitions table. The messages are selected during the monthly customer account maintenance process.
CAU	Email	Not for use in US libraries.
CND	Print mail, Email	Not for use in US libraries.
CNF	Print mail, Email	Invoice of membership fees. See Monthly customer account maintenance for more information.
CNH	Print mail, File	For paid library memberships, a reminder that payment is due. See Monthly customer account maintenance for more information.
CNI	File	Not for use in US libraries.
CNV	Print mail	Not for use in US libraries.
CU1 - CU4	Print mail	Letter when customer deactivates a membership.

Bills (N)

Code	Delivery method(s) available	Description
NBB	Print mail, Email	A replacement cost bill created at the service desk upon the customer's request. This notification is generated when an invoice is directly printed for a customer. See Materials bill/Ad-hoc bill/Invoice materials reimbursement (NBB and NRB) for more information.
NBD	Print mail	Not for use in US libraries. Used for European collection agency processes.
NBE	Print mail, Email	A replacement cost bill will be sent to the customer upon the customer's request. The bill is generated at the service desk by adding the invoice to the billing procedure rather than printing immediately. See Manually include items in the billing procedure (NBE) for more information.
NBF	Print mail, Email	A replacement cost bill will be automatically sent to the customer. The timing of when this notification is sent is dependent upon settings in the Wise configuration manager at Replacement cost billing process. See Overdue items (NBF) for more information.
NBH	Print mail, Email	An automatically sent message reminding the customer that an item is overdue. This message is sent before the item is billed.
NBI	Print mail, Email	Not for use in US libraries. Used for European collection agency processes.
NRB	Print mail, Email	A bill for fines or fees, printed at the service desk. See Materials bill/Ad-hoc bill/Invoice materials reimbursement (NBB and NRB) for more information.
NRD	Print mail, Email	Not for use in US libraries. Used for European collection agency processes.
NRF	Print mail, Email	Automatically sent billing for fines and fees. Note: If your library has multiple library organizations, you can decide whether bills from separate library organizations are sent in one consolidated message, or separate messages. This is configured within the Billing for each institution field in the Library Organizations table within the Wise configuration manager. See Overdue materials billing process for configuration information.
NRH	Print mail, Email	Reminder/second invoice for fines or fees. See Overdue materials billing process for configuration information.
NRI	Print mail, Email	Not for use in US libraries. Used for European collection agency processes.

Donations (D)

Code	Delivery method(s) available	Description
DNF	Email	Not for use in US libraries.
DNH	Email	Not for use in US libraries.

Marketing (M)

Code	Delivery method(s) available	Description
MAA	Email	Marketing action message.
MAP	Email	Marketing action preview.
MEP	Email	Marketing email preview

Location messages (V)

Code	Delivery method(s) available	Description
VAR	Email	Not for use in US libraries.
VAV	Email	Email from the customer to the library regarding a purchase request.
VTB	Email	Not for use in US libraries.
VVA	Email	Email from the customer to the library regarding a hold or ILL request for an item not available at the library.

Newsletter (B)

Code	Delivery method(s) available	Description
BBE	Email, Inbox	Inbox notification that is placed directly in the customer's inbox (Client administration > Customer). This notification does not require message lines in the manager or a stylesheet. When you click I agree, a notification is placed in the customer's inbox. Note: Although this appears on the Newsletters screen, this is a notification and not a newsletter. See Customer correspondence for more information.
BKA	Email	Test for the ready-made newsletter general email template with the newsletter included as a PDF attachment. Sent to only one user (staff person) for previewing the message.
BKM	Email	Ready-made newsletter general email template with the newsletter included as a PDF attachment.
BSA	Email	Test for the custom format that merges files and links into a composite newsletter. Sent to only one user (staff person) for previewing the message.
BSM	Email	Custom newsletter format that merges files and links into a composite newsletter.