Merchant Email Notifications in Bold Subscriptions

Bold Subscriptions V1 has built-in email management that allows you to send automatic notifications to both the store owner and customer. You can choose which activities and triggers you'd like to be notified about and Bold Subscriptions V1 will email you every time it occurs.

A separate email is sent for each activity that occurs. These emails contain the customer's name, email address, and what was done.

Bold Subscriptions V1's email settings can be found within the app admin under Settings > Email Notifications.

 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.

 


 

The following emails will automatically be sent.

 

Notification Email

Triggers

Cancelled Subscription This is triggered by a customer cancelling their subscription.

Credit Card Expiry

This is triggered by the credit card that's connected to the payment gateway nearing its expiration date.
Generic Failure This is triggered by a customer's order failing due to a shipping rate / unknown error. 
Inventory Low

This is triggered by upcoming orders not having enough inventory for fulfillment.

Insufficient Inventory

This is triggered by a customer's order failing due to insufficient inventory.

Payment Failure This is triggered by a customer's order failing due to being unable to receive the payment.
Transaction Fee Failure

This is triggered by the store's credit card being declined, and as a result, the payment gateway was unable to process Bold Subscriptions' transaction fees.

Unmatched Product

This is triggered by subscription products being deleted.

All deleted products will appear within the Manage Deleted Products tool.

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

  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.

Within the recurring checkout, customers can opt-in to receive emails, promotions, and other marketing material from your store.

Customers who choose to opt-in will be added to a Shopify customer group called Accepts Marketing.

  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 - Hides the marketing checkbox. This option does not collect any information.
    • Customer agrees to receive promotional emails by default - Displays the marketing checkbox and automatically collects customer's emails.
    • Customer does not agree to receive promotion email by default - Displays the marketing checkbox, unchecked. Customers will have the choice to opt-in or not.
  5. Select Save.

 


 

View / Export Customers Who've Accepted 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.

  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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