This article covers:
Email customization options
Segmentation
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:
Email Branding
With Chargebee, you can upload your brand's logo, icon and colour theme in Emails Head to Settings > Configure Chargebee > Brand Settings to make these changes. Here’s more.
Click Here to know more on the Logo/Image sizes.
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
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
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.
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:
- Is there an option to copy the V2 email notifications from the TEST to LIVE site? - https://support.chargebee.com/solution/articles/232459
- Email Notifications V2 - https://www.chargebee.com/docs/email-notifications-v2.html