You can compose emails that need to be sent automatically to your users when certain events occur, such as new users registering, plan subscriptions, renewal reminders, and failed payments.
How to create email triggers
From the Marketing section of the left menu, select Manage Email Triggers
Click on the Create button on the top right or the Edit button under the respective trigger
Select the Trigger Type
Registration Success
Trial Subscription Confirmation
Welcome New Subscriber
Upcoming Subscription Renewal - monthly
Upcoming Subscription Renewal - annual
Subscription Payment Failed
Cancelled Subscription Confirmation
Transaction Success
Gift Card Purchase
Upgrade Subscription
Retention - Offer Clamied
Retention - Offer Claim
Abandonment Initialization
Abandonment Follow Up - 1
Abandonment Follow Up - 2
Gift Card Receiver
Downgrade Subscription
Refund Request - Success
Registered User Subscription Conversion Initialization
Registered User Subscription Conversion Follow-Up - 1
Registered User Subscription Conversion Follow-Up - 2
You can use the default subject and message or modify them
You can personalize the email using Placeholders
Here are some of the placeholders that can be added to your emails
Function | Variable |
Full Name | {{full_name}} |
Display Name | {{display_name}} |
{{email}} | |
Phone | {{phone}} |
Plan Name | {{plan_name}} |
Plan Start Date | {{plan_start_date}} |
plan end date | {{plan_end_date}} |
Plan duration | {{plan_duration}} |
Plan currency | {{plan_currency}} |
Gift card price | {{gift_card_price}} |
Gift card code | {{gift_card_code}} |
Plan Amount | {{plan_amount}} |
Next charge amount | {{next_charge_amount}} |
Next charge date | {{next_charge_date}} |
Renewal | {{renewal_date}} |
trial start date | {{trial_start_date}} |
trial end date | {{trial_end_date}} |
Action button Text and URL denote the CTA (Call To Action) text and landing page
Schedule Interval denotes the email frequency
Email Limit denotes the maximum number of emails that will be sent
For instance, If I select Monthly and 2. The email will be sent twice a month.Subscription Email Delay: This field is available only in the Registered User Subscription Conversion Initialization flow
The emails will be sent only if the Status is Active. The email will not be sent otherwise
Click on the Submit button to trigger the emails on the selected scenarios
