Configure the look and feel of your emails for each Subscriber event. In the examples below, we’ll show you which options in Emails Settings control communications to your subscribers. Additionally, we’ll include previews of the emails, when applicable.
Please see the section below on customizing HTML emails for more information.
If you plan on using HTML layouts in your emails, we require that you read the following documentation here. It is critical to understand the required formatting for HTML in order for your email layouts to appear properly in Chargify.
When enabling email settings, you can specify who should receive emails – based on the products that they have purchased. Select products that will generate emails for the following types of emails:
- Cancellation Emails
- Card Expiration Emails
- End of Trial Emails
- Receipt Emails
- Signup Emails
- Upcoming Renewal Emails
This will only be visible in sites using Authorize.Net or Stripe with ACH enabled, and is used to send a copy of the agreement terms after the customer uses the self-service page to add a bank account.
This will only be visible in sites using Stripe with ACH enabled, and is used to request that the customer visit a page to verify their bank account.
You can choose to receive an email as a bcc (blind carbon copy) recipient anytime a customer is notified.
- Customers do not see bcc recipients in the email distribution recipient list.
- This above option does not cover dunning emails. If you want to be notified each time a dunning email is sent, please use the Retries and Dunning setting.
- Multiple email addresses allowed, separated by commas.
You can choose to have Chargify notify your customers when their subscription has been canceled. Select the radio button “Send to subscribers of only the products I choose”, to reveal the products to select.
Cancellation emails will be sent for subscriptions that are cancelled immediately. In the case of a delayed cancel, the email will be generated when the cancellation date arrives.
You can choose to have Chargify notify your customers when their credit cards are about to expire. Customers will receive three notifications during the month of card expiration. The notifications will be sent on the 1st, 15th and 23rd of the month.
You can choose to have Chargify notify your customers when their trial is about to expire. By default, customers will receive a notification 3 days prior to their trial expiring, but you can customize the number of days to send a notification before the trial ends.
By default, Chargify provides your subscribers with a short summary of the contents of the actual invoice. The email template contains a link for your subscriber to view the invoice on a Chargify-Hosted Invoice Page.
You can choose to have Chargify send email receipts to your customers once they have paid for goods or services.
You may choose to receive an email when a new user signs up. This email is sent to the email address specified in the Reply Email section of the section, site details.
- Emails to Me: Enable if you wish to be notified when a subscription is created.
- Emails to my Customers: Enable if you wish to notify your customers when they create a subscription. Edit the template to customize!
You can choose to have Chargify notify your customers 3 days prior to their subscription being renewed. Select the radio button “Send to subscribers of only the products I choose”, to reveal the products to select.
You can customize the template for the update payment request emails. These emails are not automatically sent. Instead, they are triggered at your request, such as on a subscription’s payment details page.
For more information on Payment Request emails and how to trigger them, please see the following section here on Subscription Actions.
You can customize the template for the Direct Debit Instruction emails. This will only be visible for sites using GoCardless with Becs NZ Scheme once enabled in the Settings/Direct Debit tab.