Set Up & Edit Membership Email Notifications | Automate Member Communication with AiTrillion

Set Up and Edit Membership Email Notifications

Introduction

In this comprehensive article, we'll walk you through the process of configuring membership email notifications with precision and efficiency. From defining the types of notifications to setting up automated triggers and personalizing content, we'll explore every aspect of creating a seamless communication channel with your members.


Here are a few steps to set up membership email notifications:



Step 2: Enable the button according to your needs.

  1. Membership created: Customers will receive an email notification when they subscribe to a membership.

  2. Membership cancelled: Customers will receive an email notification when they cancel a membership.

  3. Transaction failed: Customers will receive an email notification in the event of a transaction failure.



Step 3: Click on update.



Step 4: Click on the Edit icon if you wish to edit the email.


Step 5: Update the email according to your needs and click on Save & exit.

Note: the following details, which have to remain unchanged:

{{billing_full_name}} - Name of the customer,
{{billing_address1}} - Address of the customer,
{{billing_city}} - City of the customer,
{{billing_country}} - Country of the customer,
{{billing_zip}} - Zip code of the customer,
{{billing_type}} - Billing type like Card, PayPal, stripe,
{{card_name}} - Card holder name,
{{card_ending_number}} - Customer card ending number,
{{membership_product_name}} - Product which customer willing to purchase,
{{price}}/{{frequency}} - Price of the membership/number of the membership purchased





Important Notes

  • Ensure that the Membership module is enabled before configuring membership email notifications.
  • You can enable or disable specific email notifications based on your business requirements.
  • Available membership email notifications include:
    • Membership created – Sent when a customer successfully subscribes to a membership.
    • Membership cancelled – Sent when a membership is cancelled.
    • Transaction failed – Sent when a membership payment or transaction fails.
  • Click the Update button after enabling or disabling notification settings to save the changes.
  • Use the Edit option to customize the email template content and design.
  • While editing email templates, do not remove or modify the required dynamic variables/placeholders such as:
    • {{billing_full_name}}
    • {{billing_address1}}
    • {{billing_city}}
    • {{billing_country}}
    • {{billing_zip}}
    • {{billing_type}}
    • {{card_name}}
    • {{card_ending_number}}
    • {{membership_product_name}}
    • {{price}}
  • Removing required variables may cause incorrect or incomplete email information to be sent to customers.
  • It is recommended to send a test email after editing the template to verify the email layout and content.
  • Ensure your email template content is clear, professional, and aligned with your store branding.
  • Changes may take a few moments to reflect after saving the email notification settings.
  • Customers will only receive notifications for the email types that are enabled in the Membership email settings.


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