Email notifications

Email notifications are targeted email messages, that can be plain text or HTML.

Use email notifications to keep customers informed on events, and to inform them of events that may require action on their end. Emails notifications are configured to send automatically when a system event occurs, or by broadcasting to a select group of customers.

Email notifications can also be used to notify teammates about new customers, blocklist matches, risk score changes, and more.

Create a broadcast messages

This process describes how to create and schedule emails that will be sent to a specific group of customers, or all customers. Use broadcast messages to notify customers and leads about upcoming promotions, service updates, and local events.

  1. In the left navigation bar, click automation icon Automations , then click Notifications .
  2. In the Broadcast messages section, click Add new broadcast message .
  3. Optionally, in the Define audience section, to specify which customers will received the email, deselect the Match all customers checkbox. Define the criteria, then click Add filter .
  4. In the Create message section, in the Title field, add a meaning title for the email.
  5. Optionally, to create two or more emails, and send both to your audience based on a specific weighting: In the Split test section, click Create split test . Click Add version and specify the weight distribution. When you decide which email is the most efficient, click Pick a winner to remove the other emails.
  6. In the From field, select your address. If your address is not listed, click Add From address.
  7. In the Subject field, enter a subject or placeholder.
  8. In the Email content field, compose your email. Click Add placeholders , to add dynamic content 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.
  9. In the Start sending date field, select a date to send the emails.
  10. Click Save broadcast message .

Create customer email notifications

This process describes how to automatically notify a customer when an event occurs. For example, to notify a customer that their subscription is canceled. You can send multiple emails with different content.

  1. In the left navigation bar, click automations icon Automations , then click Notifications .
  2. In the Customer notifications section, select the Show all core events or Show all billing events radio button, then select an event.
  3. Click Add notification .
  4. Enter a unique name for the notification, and enter a label to help categorize the notification.
  5. Optionally, to specify which customers will received the email:
    1. In the Conditions section, disable the Match all cases checkbox.
    2. In the Select filter dropdown, select a filter, and configure the 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 .
      • 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 .
    3. Click Add filter .

  6. In the Emails section, click Add email .
  7. In the Title field, enter a meaningful title.
  8. Optionally, to create two or more emails, and send both to your audience based on a specific weighting:
    1. In the Split test section, click Create split test .
    2. Click Add version and specify the weight distribution.
    3. When you decide which email is the most efficient, click Pick a winner to remove the other emails.

  9. In the From field, select your email address. If your email address is not listed, click Add From address .
  10. In the To field, add a placeholder or an email address.
  11. Optionally, to stay informed on all emails, click Add BCC , and add your email or a support email.
  12. In the Email content field, compose your email. Click Add placeholders , to add dynamic content 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.
  13. Optionally, if you selected an invoice related event, enable the Attach invoice checkbox.
  14. Click Save notification .

View and edit customer email notifications

This process describes how to view and edit active customer email notifications.

  1. In the left navigation bar, click automations icon Automations , then click Notifications .
  2. In the Customer notifications section, select the Show only events with Emails radio button, 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, click edit icon .
    • To clone, click clone icon .
    • To disable, disable the Status slider.

Send reminder emails

Send reminder emails in advance of, or after, system events. For information on what events are available, and how to configure them, see Schedule reminders.

Email notification templates

Email notification templates are available for certain events, such as the Invoice past due reminder event. If an email notification template is available for an event, ../../images/ui-icons/event.svgges/ui-icons/event.svg) Pick template is displayed in the Email content field. Templates contain layout, text, and placeholder content.

This process describes how to use an email notification template for the Invoice past due reminder event. The email notification will sent to customers when an invoice payment is past due.

  1. In the left navigation bar, click automations icon Automations , then click Notifications .
  2. In the Customer notifications section, select the Show all billing events radio button, then select the Invoice past due reminder event.
  3. Click Add notification .
  4. Enter a unique name for the notification, and enter a label to help categorize the notification.
  5. In the Emails section, click Add email .
  6. In the Title field, enter a meaningful title.
  7. In the From field, select your address. If your address is not listed, click Add From address .
  8. In the To field, add a placeholder or an email address.
  9. Optionally, to stay informed on all emails, click Add BCC your email or a support email.
  10. In the Email content field, click Pick template icon Pick template .
  11. Select a layout, then click Next .
  12. Depending on the tone you would like to use, select: Aggressive , Polite , Standard , or Curious .
  13. Click Next . If you have happy with the email preview, Click Save .
  14. To attach the invoice to the email, enable the Attach invoice checkbox.
  15. Click 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, click 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 or Create customer 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.

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