# Email notifications Email notifications are targeted email messages, that can be plain text or HTML. Rebilly supports 3 types of email notifications: - [Organization email notifications](#organization-email-notifications) - [Event-based email notifications](#event-based-email-notifications) - [Broadcast messages](#broadcast-messages) ## Organization email notifications Use organization email notifications to get informed when events related to your organization occur and send them to predefined email addresses. The following events are supported: - User access changes: Occurs when a user gains access to the organization or the permissions change. - API access changes: Occurs when an API key provides access to the organization. ### Create organization email notifications To edit organization notification settings and create organization email notifications, you must be an [organization owner](/docs/glossary#organization-owner). 1. In the left navigation bar, press 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Organization notifications** section, press **Edit organization notification settings**. 4. Optionally, to send notifications when new or existing users gain access to the organization, select the **User changes** checkbox. 5. Optionally, to send notifications when new or existing API keys provide access to the organization, select the **API key changes** checkbox. 6. In the **Email addresses** field, enter email addresses you want to notify. 7. Press **Save notification settings**. ## Event-based email notifications Use event-based email notifications to notify the customer, a third party, or a member of staff about the event that occurred. For example, to notify a customer that their subscription is canceled, you can send multiple emails with different content. You can also notify staff members or third parties about new customers, blocklist matches, risk score changes, and more. ### Create event-based email notifications For a tutorial that describes how to configure common invoice email automations, see [Create a customer email notification](/docs/tutorials/automate-emailing-invoices). 1. In the left navigation bar, press . 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Event-based notifications** section, press **Core events** or **Billing events**, then select an event. For a list of all available email notification events, see [Email notification events](/docs/automations/email-notifications-events). 4. Press **Create email notification**. 5. In the **Notification name** field, enter a unique name for the notification. 6. In the **Labels** field, and enter one or more labels to help categorize the notification. 7. Optionally, who will receive the email 1. In the **Conditions** section, clear the **No conditions** checkbox. 2. In the **Select filter** dropdown, select a filter. 3. In the next field, select a condition. - To use data that is shared by other rules, or to compare against a list of data: select **is in list** or any other list filter type, then in the next field select the related list. For more information, see [Create a value list](/docs/automations/create-a-value-list). - To ensure that a specific field is empty, or not empty: select **is empty** or any other empty filter type. For more information, see [Empty criteria](/docs/automations/create-a-value-list#empty-conditions). 4. In the next field, enter or select values. 5. Optionally, to add another filter, press **Add filter**. 8. In the **Emails** section, press **Add email**. 9. In the **Title** field, enter a meaningful title. 10. Optionally, to create two or more emails, and send both to your audience based on a specific weighting 1. In the **Split test** section, press **Create split test**. 2. Press **Add version** and specify the weight distribution. 3. When you decide which email is the most efficient, press **Select version** to remove the other emails. 11. In the **From** field, select your email address. If your email address is not listed, press **Add email address**. 12. In the **To** field, add a placeholder or an email address. 13. Optionally, to stay informed on all emails, press **Add BCC** and add your email or a support email. 14. In the **Subject** field, enter a subject or placeholder. 15. In the **Email content** field, compose your email. Press **Add placeholders**, to add dynamic event-based content. For example, a placeholder to fetch the email address of a customer is `{{subscription.customer.email}}`. The email can be in plain text or HTML. 16. Optionally, if you selected an invoice related event, select the **Attach invoice** checkbox. 17. Press **Save notification**. ### View and edit event-based email notifications 1. In the left navigation bar, press . 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Event-based notifications** section, press the **Events with emails**, then select an event. All email notifications for the event are displayed, along with information such as: status, filters, number of times the email was sent, and the success rate. - To edit, press . - To clone, press . - To deactivate, turn off the **Status** toggle. ## Broadcast messages Use broadcast messages to send emails to a specific group of customers, or all customers. For example, to notify customers and leads about upcoming promotions, service updates, and local events. ### Create broadcast messages 1. In the left navigation bar, press . 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Broadcast messages** section, press **Create broadcast message**. 4. Optionally, in the **Audience** section, to specify which customers will receive the email, deselect the **Match all customers** checkbox. Define the criteria, then press **Add filter**. 5. In the **Message content** section, in the **Title** field, add a meaningful title for the email. 6. Optionally, to create two or more emails, and send both to your audience based on a specific weighting: In the **Split test** section, press **Create split test**. Press **Add version** and specify the weight distribution. When you decide which email is the most efficient, press **Select version** to remove the other emails. 7. In the **From** field, select your address. If your address is not listed, press **Add email address**. 8. In the **Subject** field, enter a subject or placeholder. 9. In the **Email content** field, compose your email. Press **Add placeholders**, to add dynamic event-based content. For example, a placeholder to fetch the email address of a customer is `{{subscription.customer.email}}`. The email can be in plain text or HTML. 10. In the **Schedule message** field, select from the following: - **Send now:** Send the message immediately. - **Send later:** Send the message at a specific time and date. 11. Press **Save broadcast message**. ### View and edit broadcast messages This process describes how to view and edit active broadcast messages. 1. In the left navigation bar, press . 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Broadcast messages** section, depending on the status of the broadcast message, select from the following options: - **Scheduled:** Broadcast messages that have been scheduled to be sent but not yet sent. - **Sent:** Broadcast messages that have been sent. - **Archived:** Broadcast messages that have been archived. 4. To edit a broadcast message, press the title of the broadcast message. ## Metered billing usage limit notifications Use metered billing usage limit notifications to notify customers when they reach a usage limit. For more information, see [Metered billing](/docs/settings/products-and-pricing#metered-billing). ### Configure metered billing usage limit notifications For a list of all available email notification events, see [Email notification events](/docs/automations/email-notifications-events). 1. In the left navigation bar, press . 2. In the **Data and alerts** section, press **Email notifications**. 3. In the **Event-based notifications** section, press the **Billing events**, then select one of the following events: - **Soft usage limit reached:** Use this event to notify customers that they are approaching the hard usage limit of their metered billing plan, so that they can upgrade their plan before the hard limit is reached. - **Hard usage limit reached:** Use this event to notify customers that they have reached the usage limit of their metered billing plan, and must upgrade their plan to continue using the service. 4. Press **Create notification**. 5. In the **Notification name** field, enter a unique name for the notification. 6. In the **Labels** field, enter one or more labels to help categorize the notification. 7. Optionally, specify additional conditions on when the notification is sent 1. In the **Conditions** section, clear the **No conditions** checkbox. 2. In the **Select filter** dropdown, select a filter. 3. In the next field, select a condition. - To use data that is shared by other rules, or to compare against a list of data: select **is in list** or any other list filter type, then in the next field select the related list. For more information, see [Create a value list](/docs/automations/create-a-value-list). - To ensure that a specific field is empty, or not empty: select **is empty** or any other empty filter type. For more information, see [Empty criteria](/docs/automations/create-a-value-list#empty-conditions). 4. In the next field, enter or select values. 5. Optionally, to add another filter, press **Add filter**. 8. In the **Emails** section, press **Add email**. 9. In the **Title** field, enter a meaningful title. 10. Optionally, to create two or more emails, and send both to your audience based on a specific weighting 1. In the **Split test** section, press **Create split test**. 2. Press **Add version** and specify the weight distribution. 3. When you decide which email is the most efficient, press **Select version** to remove the other emails. 11. In the **From** field, select your address. If your address is not listed, press **Add email address**. 12. In the **To** field, add a placeholder or an email address. 13. Optionally, to stay informed on all emails, press **Add BCC** and enter your email or a support email. 14. In the **Subject** field, enter a subject or placeholder. 15. In the **Email content** field, compose your email. Press **Add placeholders**, to add dynamic event based content. For example, a placeholder to fetch the email address of a customer is `{{subscription.customer.email}}`. The email can be in plain text or HTML. 16. Optionally, to attach the current invoice, select the **Attach invoice** checkbox. 17. Press **Save notification**. ## Placeholders Placeholders are dynamic content variables. Use placeholders to dynamically add customer or payment information. Placeholders are available in all email actions and depend on the event type. To use placeholders in an email notification, in the **Email content** field, press **Add placeholders** and select the placeholder. For example, a placeholder to fetch the email address of a customer is `{{subscription.customer.email}}`. For more information, see [Create a broadcast messages](#create-broadcast-messages) or [Create customer email notifications](#event-based-email-notifications). ### Time and date placeholders When using a time and date placeholder, such as `{{invoice.dueTime}}`, the default output is: `2020-02-03T14:25:30+00:00`. To format the date into a legible format, use the following formatting. For example, if you want the date to read `February 3, 2020`, use this placeholder `{{invoice.dueTime | date: "%B %e, %Y"}}` For all time and date formatting options, see [strftime.net](http://strftime.net/). #### Common time and date formatting - Month: - Feb — use `%b` - February — use `%B` - Day: - 3 —use `%e` - 03 — use `%d` - Year: - 20 — use `%y` - 2020 — use `%Y`