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Email notifications
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Email notifications

Email notifications are targeted email messages, that can be plain text or HTML.

Use organization email notifications to get informed when events related to your organization occur. The following events are supported:

  • User access changes: Occurs when a user gains access to the organization or the permissions change.
  • API access changes: Occurs when an API key provides access to the organization.

Use customer email notifications to keep customers informed on events, and to inform them of events that may require action on their end. Email notifications are configured to send automatically when a system event occurs, or by broadcasting to a select group of customers. For a list of all available email notification events, see Email notification events.

Email notifications can also be used to notify teammates about new customers, blocklist matches, risk score changes, and more.

Organization email notifications

This process describes how to activate organization email notifications and send them to predefined email addresses when certain events occur.

To edit organization notification settings, you must be an organization owner.

  1. In the left navigation bar, press Automations
  2. In the Data and alerts section, press Email notifications.
  3. In the Organization notifications section, press Edit organization notification settings.
  4. Optionally, to send notifications when new or existing users gain access to the organization, select the User changes checkbox.
  5. Optionally, to send notifications when new or existing API keys provide access to the organization, select the API key changes checkbox.
  6. In the Email addresses field, enter email addresses you want to notify.
  7. Press Save notification settings.

Create a broadcast messages

This process describes how to create and schedule emails that will be sent to a specific group of customers, or all customers. Use broadcast messages to notify customers and leads about upcoming promotions, service updates, and local events.

  1. In the left navigation bar, press Automations .
  2. In the Data and alerts section, press Email notifications.
  3. In the Broadcast messages section, press Create broadcast message.
  4. Optionally, in the Audience section, to specify which customers will receive the email, deselect the Match all customers checkbox. Define the criteria, then press Add filter.
  5. In the Message content section, in the Title field, add a meaning title for the email.
  6. Optionally, to create two or more emails, and send both to your audience based on a specific weighting: In the Split test section, press Create split test. Press Add version and specify the weight distribution. When you decide which email is the most efficient, press Select version to remove the other emails.
  7. In the From field, select your address. If your address is not listed, press Add email address.
  8. In the Subject field, enter a subject or placeholder.
  9. In the Email content field, compose your email. Press Add placeholders, to add dynamic content event based content. For example, a placeholder to fetch the email address of a customer is {{subscription.customer.email}}. The email can be in plain text or HTML.
  10. In the Send date field, select a date to send the emails.
  11. Press Save broadcast message.

Create event-based customer email notifications

This process describes how to automatically notify a customer when an event occurs. For example, to notify a customer that their subscription is canceled. You can send multiple emails with different content.

For a tutorial that describes how to configure common invoice email automations, see Create a customer email notification.

  1. In the left navigation bar, press Automations .

  2. In the Data and alerts section, press Email notifications.

  3. In the Customer notifications section, select the Show all core events or Show all billing events radio button, then select an event.

    For a list of all available email notification events, see Email notification events.

  4. Press Create email notification.

  5. In the Notification name field, enter a unique name for the notification.

  6. In the Labels field, and enter one or more labels to help categorize the notification.

  7. Optionally, specify which customers will receive the email
    1. In the Conditions section, clear the No conditions checkbox.
    2. In the Filter dropdown, select a filter.
    3. In the Operation dropdown, select a condition.
      • To use data that is shared by other rules, or to compare against a list of data: select is in list or any other list filter type, then in the next field select the related list. For more information, see Create a value list.
      • To ensure that a specific field is empty, or not empty: select is empty or any other empty filter type. For more information, see Empty criteria.
    4. In the Value field, enter or select values.
    5. Optionally, to add another filter, press Add filter.

  8. In the Emails section, press Add email.

  9. In the Title field, enter a meaningful title.

  10. Optionally, to create two or more emails, and send both to your audience based on a specific weighting
    1. In the Split test section, press Create split test.
    2. Press Add version and specify the weight distribution.
    3. When you decide which email is the most efficient, press Select version to remove the other emails.

  11. In the From field, select your email address. If your email address is not listed, press Add email address.

  12. In the To field, add a placeholder or an email address.

  13. Optionally, to stay informed on all emails, press Add BCC, and add your email or a support email.

  14. In the Subject field, enter a subject or placeholder.

  15. In the Email content field, compose your email. Press Add placeholders, to add dynamic content event based content. For example, a placeholder to fetch the email address of a customer is {{subscription.customer.email}}. The email can be in plain text or HTML.

  16. Optionally, if you selected an invoice related event, select the Attach invoice checkbox.

  17. Press Save notification.

View and edit customer email notifications

This process describes how to view and edit active customer email notifications.

  1. In the left navigation bar, press Automations .
  2. In the Data and alerts section, press Email notifications.
  3. In the Customer notifications section, select the Show only events with Emails radio button, then select an event. All email notifications for the event are displayed, along with information such as: status, filters, number of times the email was sent, and the success rate.
    • To edit, press Edit .
    • To clone, press Clone .
    • To deactivate, turn off the Status toggle.

Send reminder emails

Send reminder emails in advance of, or after, system events. For information on what events are available, and how to configure them, see Schedule reminders.

Email notification templates

Email notification templates are available for certain events, such as the Invoice past due reminder event. If an email notification template is available for an event, Pick template is displayed in the Email content field. Templates contain layout, text, and placeholder content.

This process describes how to use an email notification template for the Invoice past due reminder event. The email notification is sent to customers when an invoice payment is past due.

  1. In the left navigation bar, press Automations .

  2. In the Data and alerts section, press Email notifications.

  3. In the Customer notifications section, select the Show all billing events radio button, then select the Invoice past due reminder event.

    For a list of all available email notification events, see Email notification events.

  4. Press Create email notification.

  5. In the Notification name field, enter a unique name for the notification.

  6. In the Labels field, and enter one or more labels to help categorize the notification.

  7. Optionally, specify additional conditions on when the notification is sent
    1. In the Conditions section, clear the No conditions checkbox.
    2. In the Filter dropdown, select a filter.
    3. In the Operation dropdown, select a condition.
      • To use data that is shared by other rules, or to compare against a list of data: select is in list or any other list filter type, then in the next field select the related list. For more information, see Create a value list.
      • To ensure that a specific field is empty, or not empty: select is empty or any other empty filter type. For more information, see Empty criteria.
    4. In the Value field, enter or select values.
    5. Optionally, to add another filter, press Add filter.

  8. In the Emails section, press Add email.

  9. In the Title field, enter a meaningful title.

  10. In the From field, select your address. If your address is not listed, press Add email address.

  11. In the To field, add a placeholder or an email address.

  12. Optionally, to stay informed on all emails, press Add BCC your email or a support email.

  13. In the Subject field, enter a subject or placeholder.

  14. In the Email content field, press Pick template.

  15. Select a layout, then press Next.

  16. Depending on the tone you would like to use, select: Aggressive, Polite, Standard, or Curious.

  17. Press Next.

  18. If you are happy with the email preview, press Save.

  19. To attach the invoice to the email, select the Attach invoice checkbox.

  20. Press Save notification.

Set usage limit notifications for metered billing

Use this process to set usage limit notifications for metered billing. When a customer reaches a usage limit, an email notification is sent to the customer. For more information, see Metered billing.

For a list of all available email notification events, see Email notification events.

  1. In the left navigation bar, press Automations .

  2. In the Data and alerts section, press Email notifications.

  3. In the Customer notifications section, select the Show all billing events radio button, then select one of the following events:

    • Soft usage limit reached: Use this event to notify customers that they are approaching the hard usage limit of their metered billing plan, so that they can upgrade their plan before the hard limit is reached.
    • Hard usage limit reached: Use this event to notify customers that they have reached the usage limit of their metered billing plan, and must upgrade their plan to continue using the service.

  4. Press Create notification.

  5. In the Notification name field, enter a unique name for the notification.

  6. In the Labels field, enter one or more labels to help categorize the notification.

  7. Optionally, specify additional conditions on when the notification is sent
    1. In the Conditions section, clear the No conditions checkbox.
    2. In the Filter dropdown, select a filter.
    3. In the Operation dropdown, select a condition.
      • To use data that is shared by other rules, or to compare against a list of data: select is in list or any other list filter type, then in the next field select the related list. For more information, see Create a value list.
      • To ensure that a specific field is empty, or not empty: select is empty or any other empty filter type. For more information, see Empty criteria.
    4. In the Value field, enter or select values.
    5. Optionally, to add another filter, press Add filter.

  8. In the Emails section, press Add email.

  9. In the Title field, enter a meaningful title.

  10. Optionally, to create two or more emails, and send both to your audience based on a specific weighting
    1. In the Split test section, press Create split test.
    2. Press Add version and specify the weight distribution.
    3. When you decide which email is the most efficient, press Select version to remove the other emails.

  11. In the From field, select your address. If your address is not listed, press Add email address.

  12. In the To field, add a placeholder or an email address.

  13. Optionally, to stay informed on all emails, press Add BCC and enter your email or a support email.

  14. In the Subject field, enter a subject or placeholder.

  15. In the Email content field, compose your email. Press Add placeholders, to add dynamic content event based content. For example, a placeholder to fetch the email address of a customer is {{subscription.customer.email}}. The email can be in plain text or HTML.

  16. Optionally, to attach the current invoice, select the Attach invoice checkbox.

  17. Press Save notification.

Placeholders

Placeholders are dynamic content variables. Use placeholders to dynamically add customer or payment information. Placeholders are available in all email actions and depend on the event type.

To use placeholders in an email notification, in the Email content field, press Add placeholders, and select the placeholder. For example, a placeholder to fetch the email address of a customer is {{subscription.customer.email}}. For more information, see Create a broadcast messages or Create event-based customer email notifications.

Time and date placeholders

When using a time and date placeholder, such as {{invoice.dueTime}}, the default output is: 2020-02-03T14:25:30+00:00. To format the date into a legible format, use the following formatting.

For example, if you want the date to read February 3, 2020, use this placeholder {{invoice.dueTime | date: "%B %e, %Y"}}

For all time and date formatting options, see strftime.net.

Common time and date formatting

  • Month:
    • Feb — use %b
    • February — use %B
  • Day:
    • 3 —use %e
    • 03 — use %d
  • Year:
    • 20 — use %y
    • 2020 — use %Y
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