How to personalize the emails being sent to the customers?

Modified on: Fri, 15 Jul, 2022 at 6:03 PM

This article covers:

Email customization options


Chargebee offers extensive customization options for you to personalize your emails. In the latest version of the email notifications(V2), here’s the list of options we offer:

  1. Email Branding

  • With Chargebee, you can upload your brand's logo, icon, and color theme in Emails  Head to Settings > Configure Chargebee > Brand Settings to make these changes. Here’s more

Click Here to know more about the Logo/Image sizes.

  1. Master Template

  • The master template can be configured with the settings listed below to maintain a uniform template across all your email notifications. These options are available under Settings > Customize Chargebee > Email Notifications:

    • Sender Address

    • Header

    • CC/BCC

    • Subject Prefix

    • Footer

  1. Email Options

  • Attach Invoice

  • Attach Credit Note

  • Don't Attach Zero Value Invoices

  • Don't Send Email for Zero Value Invoices

  • Don't Send Email for Zero Value Estimated Invoices

  • Send to Account Contacts/ Send to Billing Contacts

  1. Add Notification

  • This option helps you create your own emails based on the events in each category. 
  • Note: this feature is available on the Scale Plan and above.

  1. Segmentation

  • You can now send different email notifications to different types of customers based on their subscription details such as plan, billing frequency, and custom field values.

  • Customer Segments can be created using the Filters option available on the customer, subscription and invoice details pages. 

  • These segments can then be selected on the email template so that a particular email template is sent only to that segment.

  • This feature is available only on the Scale Plan and above.

Note - you can edit the content of a specific email notification by going to Configure Chargebee -> Configure Emails -> open the specific email notification type and click on edit. Once you make changes to it, publish the changes. 

Related articles & documentation:

- Email Notifications V2

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