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Automated email notifications

Automated email notifications allow you to send emails when certain events occur and only when configured conditions are met.

Before sending emails to clients, groups, or credit officers, create an email notification template, ensure recipients are subscribed, and configure your email settings. See Email setup.

Permissions required:

  • Create templates: Create Templates (CREATE_COMMUNICATION_TEMPLATES) and View Administration Details.
  • Edit/activate/deactivate templates: Edit Templates (EDIT_COMMUNICATION_TEMPLATES) and View Administration Details.
  • View templates: any of Edit Templates, Create Templates, or View Administration Details.

Create an automated email template​

  1. Go to Administration > Email > Templates.
  2. Select Add Notification.
  3. Enter all the necessary information (see fields below).
  4. Select Save Changes.

Once created, templates are listed with a state and a status:

  • State: In Use (at least one notification sent) or Not In Use
  • Status: Active (can be used) or Inactive (deactivated)

Fields for automated email templates​

Name​

A unique name, up to 255 characters. Leading and trailing spaces are trimmed automatically.

Subscription option settings​

Choose whether recipients are Opt-out (auto-subscribed) or Opt-in (manually subscribed).

  • Opt-out: On first save, recipients are automatically subscribed in the background. They can later unsubscribe.
  • Opt-in: Recipients are not subscribed by default and must be added manually.

Target​

Which entity is monitored: Clients or Groups. The target determines recipient options, placeholders, and available event triggers.

Note: Automated email templates do not include account activity events (for example, account transactions). Those events are not available for the email channel.

Recipient​

Recipient options depend on the chosen target and event. Examples:

  • Client target: send to the client or to the assigned credit officer.
  • Group target: send to the credit officer or to group members with a specific group role.

Event trigger​

Select the event that triggers the notification. Options depend on the target and the email channel. See Event triggers.

Conditions​

Define additional conditions (field, operator, value). Choose Match All or Match Any to control how multiple conditions are evaluated.

Contents​

Define the email subject and body. You can use placeholders. See Placeholders and Content editors.

  • Subject: up to 255 characters. We recommend keeping subjects concise (around 50 characters) for better previews; this is guidance, not an enforced limit.
  • Body: supports rich text and HTML when creating templates.

Subscribe or unsubscribe a recipient​

  1. Open the recipient profile (for example, a client or group).
  2. Select More > Set Notifications.
  3. In Notification Requests, select or deselect the relevant notifications.

Notes

  • The dialog lists notifications relevant to the recipient type.
  • Notifications are listed by event trigger name and channel (SMS, email, or webhook).

Dispatch behavior​

Email notifications are dispatched when their events occur and conditions match while the template is Active. There is no Mambu-enforced working-hours window for email delivery. If timing matters to your recipients, consider including timestamps in your template content.

Manage templates​

You can activate, deactivate, and edit templates under Administration > Email > Templates. Editing and activation changes require the Edit Templates permission (plus View Administration Details).

Prerequisites and troubleshooting​

  • Ensure the Email channel is enabled and configured for your organization. If configuration is missing or invalid, sends will fail.
  • If expected emails are not sent, check: template Status (Active), subscriptions for recipients, event conditions, and email configuration.