How to create the Merge(variable) fields in Chargebee?

Modified on: Wed, 7 Oct, 2020 at 9:48 AM

This article covers 

How to create a custom payment update URL in Chargebee?

Can I use the mail merge fields with the API?


Summary


Chargebee allows you to personalize the content that is customer-facing like Email Notifications, Checkout and Portal, Invoices and Credit Notes using the Mail Merge Fields.

Note: You cannot use the mail merge fields via API. Instead, you can retrieve data using the standalone codes used for payment collection such as Invoice CollectionUpdate Payment Method.etc.


Displayed below are the images that guide you on where you can configure the Merge Fields in the UI,

  1. Email Notifications:
    To use Merge Fields for your Email Notifications, Go to
    Configure Chargebee > Email Notifications > Select the template > Click on View all Merge Fields and select one notification to obtain the merge field. 

To access the Mergevar fields use this sample format link: https://yoursite/notifications/mergevars


  1. Checkout & Portal: 
    To display the Return Variables after Checkout you can use the
    Show/Hide Mergevars option from the Hosted page Redirect URLs when you create a plan or use the Edit Plan option to make changes to an existing plan.



  2. Customize Invoices, Credit Notes, and Quotes:

To customize payment instructions for Quotes, Invoices, and Credit Notes Go to Configure Chargebee > Settings > Customize Invoices, Credit Notes, and Quotes and add the payment details for the mode of payment


Related articles and Documentation

How to include the payment link in quote email as a hyperlink?

Can I send out email notifications from Chargebee in any language?

K
Kirthiga is the author of this solution article.

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