Before setting up these types of automatic emails, you must first understand how the subscriptions system works. This is explained in the dedicated section. If you want to inform your clients that one of their subscriptions will be billed/charged automatically seven days before the invoice is created, please follow the instructions below.
In the Communications > Configurations > Emails Templates, you will need to create a default email template for this type of message.
If you want to send the email to clients who do not have a payment method configured in their records (under the Terms tab), you must create an email template of the type Recurring - Subscriptions Renewal.
If you want to send the email to clients who do have a payment method (such as CREDIT card or automatic withdrawal) configured in their records (under the Terms tab), you must create an email template of the type Recurring – Subscriptions Renewal. You can also create both email templates; this way, the notification will be sent in both scenarios.
Here is an example of an email template:
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