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How do I set up email subscription notifications?

Keep your customers in the know about their upcoming subscription orders with customizable email notifications.
Tip: If you prefer to send subscription order notifications via your existing ESP, read more about our integration with Klaviyo. You can also visit our Tech Partners page to stay up-to-date integrations with email platforms.

Overview

You are able to send email notifications through Smartrr based on specific billing events. The available email notifications are:
  • New Subscription Created – New Customer: Sent when a new subscription order is created for a customer who does not have a customer account.
  • New Subscription Created – Existing Customer: Sent when a new subscription order is created for a customer who already has a customer account.
  • Subscription Payment Failed: Sent when a payment method for a subscription fails, prompting customer to update payment method.
  • Subscription Paused: Sent when a subscription order has been paused.
  • Subscription Reactivated: Sent when a subscription order has been reactivated.
  • Subscription Canceled: Sent when a subscription order has been canceled.
  • Upcoming Subscription: Email sent in advance of a recurring subscription order being placed.
  • Payment expiration notice: Sent one month before a customer’s credit card is set to expire and is being used for a recurring subscription.
  • Item out of stock: Sent when a customer’s subscription has an item has gone out of stock.
  • Gifted Subscription – Created Notification: Sent to gifter as confirmation that a subscription gift has been scheduled.
  • Gift subscription shipped - Gifter: Sent to gifter when a gifted subscription order has been shipped.
  • Gift subscription shipped - Giftee: Sent to the giftee when a gifted subscription order has been shipped along with gift message.
  • Maximum cycles reached: Sent when a finite subscription has reached the maximum number of billing cycles, prompting the customer to renew their subscription. (COMING SOON)
📧 Tip: For Upcoming Subscription emails, you are able to designate "Email send time" by the number of days before a subscription order is placed.

How to Customize Default Templates

Navigate to Customer Notifications under CONFIGURATION in the left-hand menu.
Click on Customize defaults to globally add a logo and change color schemes for default email templates.

Settings

  • Enable default template: Enables Smartrr's default email templates to send for all emails that are turned ON. Disable if you prefer to use custom HTML for all email templates.
  • Enable email header / footer: Injects a standard header and footer across all emails
    Reset default styles. Enable to add a JPEG or PNG logo across all emails. Footer information is pulled directly from your store's Shopify contact information.
  • Reset default styles: When pressed, resets all header / footer, and color settings for all default email templates.
  • Colors: Changes background colors, primary text color, button color, and button text color for all email templates. Note: Secondary text color will only be visible in the footer when "Enable email header / footer" is toggled ON.

Custom HTML Emails

Want to code your own email templates? Disable the toggle for Enable default template and use Variables below in your own email designs and paste HTML code directly into each email.
Settings applied in Customize defaults will NOT appear if you are using custom-coded HTML.

Variables

Within the content of these emails, we provide a variety of event variables that can be used across all email templates in the Email Triggers tab. The syntax for accessing and manipulating variables follows the rules of the Lodash template function. See our examples below.

Subscription

Syntax: <%- subscription.VARIABLE %>
Variable
Description
id
Shopify subscription ID
nextBillingDate
Next billing date, formatted as ISO 8601 string
currency
Subscription currency
totalEstimatedNet
Total estimated price of subscription, formatted per currency
totalDiscount
Total amount of discounts applied to the subscription, formatted per currency
totalFromLineItems
Total from subscription line items, formatted per currency
totalLineItemsDiscount
Total discount applied to line items, formatted per currency
totalShipping
Total shipping price of subscription, formatted per currency
totalShippingDiscount
Total discount applied to shipping price, formatted per currency

Lines

Syntax: <%- subscription.lines[0].VARIABLE %>
Variable
Description
id
Shopify subscription line ID
basePrice
Line base price, formatted per line currency
isAddOn
Whether line item is an add-on (Yes / No)
priceAfterDiscounts
Subscription price after discounts are applied, formatted per line currency
quantity
Line quantity
product.id
Shopify product ID
product.name
Product name
variant.id
Shopify variant ID
variant.name
Variant name

Customer

Syntax: <%- customer.VARIABLE %>
Variable
Description
id
Shopify customer ID
firstName
Customer first name
lastName
Customer last name
email
Customer email
phone
Customer phone number

Gifting (Note)

Syntax: <%- note %>
Variable
Description
note
(No variable needed) Attached gift note

Gifting (To)

Syntax: <%- to.VARIABLE %>
Variable
Description
address1
Street address line 1
address2
Street address line 2
city
Address city
company
Company name
country
Country name
countryCode
Country code
firstName
Giftee's first name
lastName
Giftee's last name
phone
Phone
province
State
provineCode
State code
zip
Zip code

Gifting (From)

Syntax: <%- from.VARIABLE %>
Variable
Description
firstName
Sender's first name
lastName
Sender's last name
The ‘Gift Created Email’ template also has access to a shippedOn variable.

Item out of Stock

Syntax: <%- outOfStockItem.VARIABLE %>
Variable
Description
id
Shopify product ID
name
Shopify product name
variantName
Shopify product variant name