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:


  1. 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.



  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.




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