Merchant Email Notifications in Bold Subscriptions

 Alert

Please note that this article only relates to Version 1 of Bold Subscriptions. If you have Version 2 of Bold Subscriptions installed on your store, please visit Subscriptions V2 Overview.

If you are unsure of which version of Bold Subscriptions that you have currently installed, please visit Bold Subscriptions V1 & V2 Comparison.

Overview

Bold Subscriptions V1 has a built-in email feature that sends automatic notifications to the merchant when a user triggers activities. You choose which activities you'd like to be notified about, and Subscriptions will email you every time this action is taken.

A separate email is sent for each action taken which contains customer name, email address and what action was taken. The emails will be sent to the email address stored under Bold Notifications Email.

 


 

Please see the list below of all triggers for merchant emails. These notifications are automatically sent, and notify the store of certain events that occur.

 

Notification Email

Triggered By

Cancelled Subscription A customer cancelling their subscription.

Credit Card Expiry

The stores credit card attached to the payment gateway is nearing its expiration date.
Generic Failure If a customers order fails due to a shipping rate error, or unknown error. 
Inventory Low Notification that the stores upcoming orders do not have enough inventory to fulfill.
Insufficient Inventory Order failed due to insufficient product inventory.
Payment Failure The recurring order failed due to being unable to receive the payment.
Transaction Fee Failure The stores credit card was declined, and the payment gateway was unable to pull the Bold Subscription transaction fees.
Unmatched Product A subscription product was deleted (will appear within the Manage Deleted Product page).


These events can be triggered by the merchant, but in most cases will be triggered by your subscribers making changes in the Manage Subscriptions area of your store.

To enable user activity notification emails, please follow these steps:

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Settings, then Email Notifications.
  4. Under User Activity Notifications, select account activities you would like to be notified about.
  5. Select Save.

During the Bold Subscriptions V1 checkout process, customers can opt-in to receive email updates and promotional content from your Shopify store. These clients will be added to the Accepts Marketing customer group in Shopify, and you can email them with store updates, newsletters, discounts, etc.

To modify the settings, please follow these steps:

  1. From the Shopify admin, select Apps.
  2. Select Bold Subscriptions V1.
  3. Select Settings, then General.
  4. Scroll down to Accepts Marketing, and choose one of the following options:

    Disable and hide this field
    Customer emails are not collected, and customers cannot agree to receive updates from your store. The option will not display at all in the recurring checkout.

    Customer agrees to receive promotional emails by default
    Customer emails are collected, and customers will automatically receive updates from your store. This means the option will be selected automatically, and can be deselected by your customers.

    Customer does not agree to receive promotion email by default
    Customer emails are not collected, and customers will not automatically receive updates from your store. It means the option will be deselected automatically and they will have to select the box to opt into it.

  5. Select Save.

 


 

View/Export Customers who Accept Marketing

Reviewing which of your customers have accepted marketing will allow you to use this information when creating email campaigns. You could also use this to offer specific campaigns to customers who have enabled this feature on your store.

To view a list of customer that have opted to accept marketing, please follow these steps:

  1. From the Shopify admin, select Customers.
  2. Select the Accepts marketing tab.
  3. Select Export.
  4. Select Export Options.
  5. Select Export Customers.
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