How to send announcement to all the customers using Chargebee dashboard

Modified on: Mon, 12 Oct, 2020 at 9:52 AM

This article covers 

How to send an announcement to a specific group of customers based on a criterion/s.

How to send manual emails to customers.

Where to find the option to send manual emails in Leap UI.

Where to find the option to send manual emails in Classic UI.

How to create Manual emails. 


Summary


Chargebee allows you to create, and edit email notifications to customers apart from the automated email notifications in the Chargebee app, these emails are categorized as Custom Emails. To make things easier, each of the major sections in Chargebee such as the Customer, Subscription and the Invoice page will display these Custom emails that can be manually triggered from that particular page. 


You can add the custom email by navigating to Settings > Configure Chargebee > Email notifications > Custom emails.


Where to find the option in the Classic UI. 


Where to find the option in the Leap UI.


You could use the pre-saved segments or just use the filters in the page to shortlist the customers you wish to send the email to. 


Note: You can have a maximum of only 2 custom emails at a given time


Related articles and Documentation

How to personalize emails and create segments.


A
Andrew is the author of this solution article.

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