Pricing Changes and Distribution
Pricing documents such as CSVs and PDFs can be distributed to customers by email when pricing changes occur or when pricing information needs to be shared - for example, during customer onboarding.
Email Templates
Emails sent to customers are based on templates defined in:
Configuration > Company > Email templates
Two email templates are available and may be customised to reflect your organisation’s tone and branding:
- Pricing: Current pricing
- Pricing: Notification of pricing change
Each email inherits global settings from the SSG Admin Portal, including the logo, email signature, and sender address - configured under:
Configuration > Company
Examples of these templates are shown below:
When a pricing change is notified, the resulting email will look similar to the following:
Send Pricing Change Notifications
Pricing updates can be distributed to customers via two primary workflows:
Pricing > Plan prices
Pricing can be changed in the Pricing > Plan prices section either by:
- Using the Change price button alongside each price item.
- Uploading new pricing in bulk.
- Adding or removing price items.
Once updated, pricing changes can be emailed to customers by clicking the Email button for the relevant pricing plan. This action sends the updated pricing to all customers using services linked to that plan.
You may also choose to send a preview to yourself before notifying customers.
Services, pricing plans and routing profiles
Services are associated with both a pricing plan and a routing profile.
- A pricing plan may be shared across multiple services.
- For customer-specific pricing, assign a dedicated service and pricing plan.
- The same routing profile may be reused if routing is the same across customers.
Pricing > Pricing changes
This method offers a structured workflow for batch pricing updates, and is suitable for changes related to countries or networks.
Steps:
- Navigate to Pricing > Pricing Changes and select a pricing plan.
- Click Create Manual Change to initiate a batch of proposed updates.
- Use Add Price Change to input new prices by destination.
- Once all changes are added, click Approve to finalise the batch.
- Confirm approval to apply the changes and generate email notifications.
Notifications are automatically queued and visible under:
Customers > Notifications
To dispatch the emails:
- Select the batch and click Send Notifications.
- As each notification is sent, a record is added to the Notes tab of the customer’s account.
An example of this workflow is shown below:
For a pricing plan, you can manually create a batch of proposed pricing changes. In the Pricing > Pricing changes section, select the relevant pricing plan and then click the "Create manual change" button.
Into this batch of proposed pricing changes, you would add a price change by clicking the "Add price change" button and entering the new price for the destination.
When you have added all changes, click on the "Approve" button.
Clicking OK will cause the pricing changes to be made and email notifications generated and queued.
The email notifications will be queued and can be seen in the Customers > Notifications section.
To start sending the notification, click the "Send notifications" button in the Customers > Notifications section.
As each email is sent, an entry will be added to the Notes tab of the customer's account indicating that the notification has been sent to the customer.
This page was originally written 20 November 2024 and has been revised 27 March 2025 with improvements and to add network price changes.