Standard email templates

Hi {{CLIENT_FIRST_NAME}},

Welcome aboard — we're glad to be working with {{CLIENT_COMPANY}}. Your service agreement ({{AGREEMENT_ID}}) is now in effect, and your account manager is {{ACCOUNT_MANAGER_NAME}}.

To scope your first campaign, please complete the campaign intake form: {{INTAKE_FORM_LINK}}. It collects your objective, target audience, KPIs (CTR, CVR, CPA, ROAS), and your budget and duration for the first campaign period.

Once we receive the form, we will send a channel plan for your confirmation before any build work begins.

— {{ACCOUNT_MANAGER_NAME}}, {{COMPANY_NAME}} · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

We confirm receipt of your advertising prepayment. A prepayment invoice ({{INVOICE_ID}}) is attached.

• Amount received: {{PREPAYMENT_AMOUNT}}
• Campaign: {{CAMPAIGN_NAME}} ({{CAMPAIGN_ID}})
• Estimated flight: {{FLIGHT_START_DATE}} – {{FLIGHT_END_DATE}}
• Your available balance after this payment: {{AVAILABLE_BALANCE}}

You can check your balance and usage at any time by replying to this email or writing to {{COMPANY_EMAIL}} — we will send your current usage ledger, reconciled to media invoices.

— {{COMPANY_NAME}} Billing · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

Your campaign {{CAMPAIGN_NAME}} went live on {{LAUNCH_DATE}}. As configured:

• Channels: {{CHANNEL_LIST}}
• Targeting: {{TARGETING_SUMMARY}}
• Bidding strategy: {{BIDDING_STRATEGY}}
• Landing page: {{LANDING_PAGE_URL}}
• Tracking: pixel and conversion events installed and verified end to end on {{TRACKING_VERIFIED_DATE}}

We will optimize toward the agreed KPIs ({{KPI_SUMMARY}}) and send your first performance report on {{FIRST_REPORT_DATE}}.

— {{ACCOUNT_MANAGER_NAME}}, {{COMPANY_NAME}} · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

Your report for {{REPORT_PERIOD}} is attached ({{REPORT_ID}}). Headline figures:

• Spend: {{PERIOD_SPEND}} · Impressions: {{PERIOD_IMPRESSIONS}} · Clicks: {{PERIOD_CLICKS}} · CTR: {{PERIOD_CTR}}
• Conversions: {{PERIOD_CONVERSIONS}} · CVR: {{PERIOD_CVR}} · CPA: {{PERIOD_CPA}} · ROAS: {{PERIOD_ROAS}}

Billing summary for the same period: opening balance {{OPENING_BALANCE}}, media usage {{MEDIA_USAGE}}, service fee {{SERVICE_FEE}}, closing available balance {{CLOSING_BALANCE}}. The attached statement reconciles these figures to media platform invoices.

Material changes made this period and plans for next period are listed on page 2 of the report. Questions welcome.

— {{ACCOUNT_MANAGER_NAME}}, {{COMPANY_NAME}} · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

Your available balance for {{CAMPAIGN_NAME}} is {{AVAILABLE_BALANCE}}, which at the current pacing covers approximately {{DAYS_REMAINING}} more days of media.

To keep the campaign running without interruption, please send a top-up advertising prepayment of {{SUGGESTED_TOPUP}} by {{TOPUP_DEADLINE}}. A prepayment invoice will be issued on receipt.

If you prefer to pause or wind down the campaign instead, reply to this email and we will follow the unused-balance terms in your service agreement.

— {{COMPANY_NAME}} Billing · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

Per your service agreement ({{AGREEMENT_ID}}), we have processed a refund of the unused media balance for {{CAMPAIGN_NAME}}:

• Refund amount: {{REFUND_AMOUNT}}
• Method: returned to the original payment method used for the prepayment
• Timing: within 7–14 business days of this confirmation
• Reference: {{REFUND_REFERENCE}}

The refund also appears as the line item "Refund — Unused Media Balance (per service agreement)" on statement {{STATEMENT_ID}}, which reconciles the final usage for the campaign.

— {{COMPANY_NAME}} Billing · {{COMPANY_EMAIL}}

Hi {{CLIENT_FIRST_NAME}},

This confirms we received your dispute regarding {{DISPUTE_SUBJECT}} on {{DISPUTE_RECEIVED_DATE}}. It has been logged as case {{CASE_ID}} and assigned to {{CASE_OWNER_NAME}}.

Our process, as published in our Refund Policy: we acknowledge within 2 business days (this email), reconcile your usage ledger against media invoices, propose a resolution in writing, and — where a refund is due — pay it to the original payment method within 7–14 business days.

You will receive the reconciliation result by {{RECONCILIATION_DUE_DATE}}. Thank you for your patience while we work through the records.

— {{CASE_OWNER_NAME}}, {{COMPANY_NAME}} · {{COMPANY_EMAIL}}

Hi {{PARTNER_FIRST_NAME}},

Your settlement for {{SETTLEMENT_PERIOD}} has been sent. Summary:

• Settlement period: {{SETTLEMENT_PERIOD}}
• Services covered: {{SERVICE_SCOPE}} (per agreement {{PARTNER_AGREEMENT_ID}})
• Amount: {{SETTLEMENT_AMOUNT}}
• Method: Stripe Connect to your {{CONNECT_ACCOUNT_TYPE}} account; arrival to your bank account per Stripe's standard payout schedule ({{EXPECTED_ARRIVAL_DATE}})

The settlement statement is attached. Discrepancies must be raised within {{DISCREPANCY_WINDOW}} of this notice.

This template is shown for review completeness. It is used only for contracted service partners (media buyers, creative studios, publisher partners), never for clients.

— {{COMPANY_NAME}} Partner Operations · {{COMPANY_EMAIL}}