📧How do I set up email subscription notifications? (Customer Notifications)

Keep your customers in the know about their upcoming subscription orders with customizable email notifications.

Last updated: April 4, 2024

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

  • Subscription created – Existing customer: Sent when a new subscription order is created for a customer who already has a customer account.

  • Subscription created – New customer: Sent when a new subscription order is created for a customer who does not have a customer account.

• Subscription management

  • Upcoming subscription: Email sent in advance of a recurring subscription order being placed.

  • Subscription auto-resume reminder: Sent 7 days before a paused subscription is set to auto-resume.

  • Payment expiration notice: This is a CONDITIONAL email because it will only send in place of the "Upcoming subscription" email is the credit card used for an upcoming subscription is set to expire.

  • Item out of stock: Sent when a customer’s subscription has an item has gone out of stock.

  • Subscription canceled: Sent when a subscription order has been canceled.

  • Subscription paused: Sent when a subscription order has been paused.

  • Subscription reactivated: Sent when a subscription order has been reactivated.

• Loyalty and referrals

  • Successful referral: Sent to a customer when someone has successfully used their referral code.

• Gifted subscriptions

  • Gifted subscription: Sent to gifter as confirmation that a subscription gift has been scheduled.

  • Gifter subscription shipped: Sent to gifter when a gifted subscription order has been shipped.

  • Giftee subscription shipped: Sent to the giftee when a gifted subscription order has been shipped along with gift message.

• Passwordless Login (The below emails will only send if passwordless login is enabled in Theming.)

  • One-time code login: Provides a one-time code for a customer to log into their account.

  • Magic link login

📧 Tip: For Upcoming Subscription emails, you are able to designate "Email send time" by the number of days before a subscription order is placed.

Note: If you've enabled Smartrr's default templates, you won't be able to edit the content of individual emails. To edit the individual emails with HTML instead of with Smartrr's custom default templates, toggle Enable default templates to OFF.

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 next to each email. To edit the template, click the hyperlink.

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 is available at the bottom of each page. You can click to copy the syntax and apply it to your emails.

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