Emails

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.

We recommend customizing each email once you have enabled it, in order to present your Subscriber with the exact information you need. Only basic information has been built into the templates. We encourage you to craft thoughful responses to your clients, as this is will be the first piece of information they receive upon signup, payment, etc.

BCC Email Settings

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.

Signup Emails

Merchants always receive an email when a new user signs up. This email is sent to your email address you specified in the Reply Email section of the section, Site Details.

  • Emails to Me: Enableif you wish to be notified when a subscription is created.
  • Emails to my Customers: Enable if you wish to notifiy your customers when they create a Subscription. Edit the template to customize!
When you select "Emails to Me", you will only receive an email if "Emails to my Customers" is selected as well.

Receipt Emails

You can choose to have Chargify send email receipts to your customers once they have paid for goods or services.

Card Expiration Emails

You can choose to have Chargify notify your customers when their credit cards are about to expire. Customers will receive three notifications in the month prior to expiration. The notifications will be sent on the 1st, 15th and 23rd of the month.

End of Trial Emails

"End of Trial" emails are not available if your site is in TEST mode.

You can choose to have Chargify notify your customers when their trial is about to expire. Customers will receive a notifications 3 days prior to their trial expiring.

Upcoming Renewal Emails

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.

Cancellation Emails

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.

Update Payment Request Emails

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.

Bank Account Verification Email

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.

ACH Authorization Agreement Email

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.

HTML Emails

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.