Email Notifications in Subscriptions for Shopify Checkout

Bold Subscriptions offers built-in email notifications which you can use to notify your customers of important events such as upcoming orders, failed transactions, and more.  The email templates can be customized to add your own text, logo, and style to match your store's branding and design. Custom merge fields are available for you to use to include more information about your customer and your store.

Learn more about Bold Subscriptions' email functionality below, as well as how to edit your templates, send a test email, and improve email deliverability. 

Note: Bold Subscriptions automatically notifies your customers when their upcoming order is about to occur by sending an order confirmation via email.

Functionality

Bold Subscriptions includes the following email notifications: 

• Subscription Created: This email is sent to your customers when they first order a new subscription.
• Transaction Failed: This email is sent to your customers when an order has failed due to a credit card error.
• Upcoming Order: This email is sent a specified number of days ahead of your customer's upcoming order. You can customize the number of days this email gets sent out before the order is set to generate.

  Note: When a product is swapped within a subscription order, a notification is not sent out. Instead, the upcoming order email will have the updated product information for your customers.

• Expiring Credit Card: This email is sent a specified number of days ahead of a payment going through if your customer's credit card is expiring or has expired. You can customize the time and number of days before their credit card is set to expire that this email gets sent to your customers.
• Payment Requires Strong Customer Authentication (SCA): When SCA is required on a recurring order, Shopify sends out an email to your customer with a link to authorize their payment. This email notification can be enabled to send a reminder to your customers if their payment was not authorized on the first request and is still pending.
  You can customize when and how often this email gets sent to your customers starting from when their order is set to generate. For example, setting a notification period of 1 Day will mean the email reminder is sent every day until the payment is authorized. Using a setting of 2 Days will mean it will be sent every other day until their payment is authorized.

  Note: SCA is relevant only when both merchants and their customers reside within the European Economic Area. For more information, please visit Strong Customer Authentication (SCA) in Subscriptions for Shopify Checkout.

Edit and enable your email templates

To edit and enable your individual email notifications, please follow the steps below.

1. From within Bold Subscriptions, navigate to Settings.

2. Select the ellipsis beside the notification you want to adjust, and select Edit email template.

   

3. Adjust the template accordingly.

   Note: You can edit the HTML source code by selecting the < > icon. Visit W3 Schools - HTML for more information on how to use HTML.

4. Select Save.

5. Enable the email notification by moving the toggle to the right.

Send a test email

To send a test email, please follow the steps below.

1. 1. From within Bold Subscriptions, navigate to Settings > Email Notifications.

   2. Select the ellipsis beside the notification you want to test.

   3. Select Send test email.

      

   4. Enter your email address and select Send Test Notification.

      

Update your contact information

You can update the contact information for your store in the email settings. The Contact name appears in the from field when sending emails to your customers. The Customer contact email address is the reply-to email address.

1. From within Bold Subscriptions, navigate to Settings > Email notifications.
2. Click Update settings or Email settings.
   
3. In the Email contact info section, enter your preferred Contact name and Customer contact email address.
4. Click Save settings.

Improve email deliverability

In order to improve email deliverability, you can add our Sender Policy Framework (SPF) record to your existing DNS.

An SPF record is a type of Domain Name Service (DNS) record that identifies which mail servers are permitted to send email on behalf of your domain. The purpose of an SPF record is to detect and prevent spammers from sending messages with forged from addresses on your domain.

Adding Bold's SPF record to your DNS should improve email deliverability and allow customers to receive Bold Subscriptions automated emails more reliably.

To add our SPF record to your existing DNS, please follow the steps below.

1. Login to your domain's administrative console.
2. Navigate to the page where the DNS records can be updated.
3. Create a TXT record containing this text: v=spf1 include:spf1.boldapps.net ~all.

   Note: Ensure you use ~all and not -all. If you don't, this may cause some email delivery issues.

4. Save these changes.