Configure Emails

This guide will help you configure the automated email communications sent from Chargify to your customers.


Summary

Chargify Feature
Emails
You Need
The email address you wish to use to send emails from in Chargify; small HTML coding knowledge if customizing email layout.
Code
HTML if customizing layouts
Difficulty
◉◉

Resources


Get Started

Chargify offers many configurable email settings for customizing communications with your customers about their subscriptions and invoices.

1. Determine which automated emails to use
Chargify offers the following Email Templates located under Config > Settings > Emails.

Email Best for

Signup Emails

Notifying customers and yourself of signups.

Customer Receipt Emails

Notifying customers of payment for their subscription.

Card Expiration Emails

Notifying customers when the credit card on file for their subscription is about to expire. These email notifications are sent on the 1st, 15th, and 23rd of the month. For example, if the customer's card expires 01/2024, they receive 3 emails on 01/01/24, 01/15/24, 01/23/2024.

End of Trial Emails

Notifying customers that their trialing subscription is about to expire.

Upcoming Renewal Emails

Notifying customers of an upcoming subscription renewal.

Cancellation Emails

Notifying customers that their subscription has been canceled.

Update Payment Request Emails

Requesting that a customer updates the payment details for their subscription.

Prepaid Subscription Payment Receipt Emails

Notifying customers of payment for their prepaid subscription. Only available for sites that have the prepaid subscriptions feature enabled.

Suspended Prepaid Subscription Emails

Notifying customers that their prepaid subscription has been suspended as its prepayment balance has been depleted. Only available for sites that have the prepaid subscriptions feature enabled.

Reactivated Prepaid Subscription Emails

Notifying customers that their prepaid subscription has been reactivated from a suspended state. Only available for sites that have the prepaid subscriptions feature enabled.

Billing Portal Invite

Upon new signup, email the customer a link to log in to the Billing Portal. Quickstart discussed in: Implement Billing Portal Login > Method 1: Email Invite.

Invoices

Invoice emails. Quickstart discussed in Configure Invoices > Step 2.

Dunning

Dunning emails when a subscription is past due. Discussed in Retries and Dunning > General Settings Step 1.


 

2. Craft Your Email
Present your customer the exact information they need by customizing the email content. Chargify allows customization of the email templates with dynamic variables and Liquid Syntax. Liquid is easy -- as an example, if your email says {{customer.first_name}}, the email contains the customer's actual first name.

Helpful Resources:
- Getting Started (Basic)
- Liquid for Designers (Advanced)
- Full list of fields

Example
Let's say you want to display the Organization Name in the email, rather than Customer Name, but only if the Organization Name is present.

{% if customer.organization !="" %}
  Hello {{customer.organization}},
{% else %}
  Hello {{customer.first_name}},
{% endif %}        

 

3. Set your From Address
This sets the From Address for all emails, with the exception of Dunning Emails.

  1. Set From Address for all emails
    Edit your Site Settings. On the top menu, click your Site Name > Edit Current Site > go to Reply Email section. If you want to override a from address for a specific email, use step 2.

    Screen_Shot_2022-04-04_at_9.39.54_AM.png

    From gmail, the inbox view:

    Screen_Shot_2022-04-04_at_9.43.50_AM.png

    From gmail, the email view:

    Screen_Shot_2022-04-04_at_9.44.05_AM.png

  2. Set the From Address for one email
    Override the value from step 1, for a specific email. In the From section, edit the default value of {{from_address}} , to the email you'd like. For example Acme Billing <do-not-reply@acme.com>.

    Screen_Shot_2022-06-21_at_1.59.40_PM.png

4. Test
Test your real scenarios in order to create authentic emails. For the best results: simulate your real scenarios. Avoid using the generic "Send Preview" button in the email templates.

1. Simulate your scenario (eg: a new signup), and include realistic data.
2. Analyze your email, from your customer's perspective
3. Repeat for each scenario

As you find areas to optimize, use the steps above to assist.

Install an Email Template

Chargify offers many configurable email settings for customizing communications with your customers about their subscriptions and invoices.

1. Create a layout
1. In Chargify, go to Config > Settings > Emails.
2. On any email, click "Edit Template" then click the + icon.

Screen_Shot_2022-06-20_at_1.33.26_PM.png

3. Copy/paste the prebuilt template, name it, and press "Save".

Screen_Shot_2022-06-20_at_1.36.40_PM.png

 

2. Customize the template
Edit the links, add your logo, etc.
Optional - Add a button
Need a call to action button? Use this snippet:

<div style="justify-content: center;display: flex;margin:40px 0px;">
  <a href="https://example.com" style="color:#ffffff;background-color:#006fbe;text-decoration:none;text-align:center;border-radius:5px;padding:20px;font-weight:600;">Click here to learn more</a>
</div>

addbtn.gif
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