Customer Facing Emails 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 your customers to be notified about and Bold Subscriptions V1 will email them every time it occurs.

These emails will be sent in addition to your regular Shopify email notifications.

We highly recommend enabling the following email templates in Bold Subscriptions V1:

  • Credit Card Declined
  • Shipping Address Declined
  • Manage Subscription Order
  • Insufficient Inventory

Select an option below to view more information.

 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 can be managed and enabled within the Bold Subscriptions V1 app admin under Settings > Email Notifications.

Notification Email

Triggers

Subscription Update

This is triggered by changes made to the subscription.

Includes changes made by the subscriber and store owner.

Upcoming Order

This is triggered whenever a scheduled subscription order is coming up.

Price Change

This is triggered by changes made to a subscription product's price.

This is also triggered whenever a global price change occurs.

Product Change

This is triggered whenever a product swap occurs due to the product being deleted / changed.

Product Remove

This is triggered whenever a Shopify product is removed.

Add to Existing Subscription

This is triggered whenever a product's added to an existing subscription.

This is not triggered if a customer purchases a new subscription.

Delete Subscription

This is triggered whenever a subscription has been cancelled / marked as inactive.

The email will not be sent if the order was cancelled due to failed transactions over limit.

Refund Notification

This is triggered when a refund's been processed.

Manage Subscription Order

This is triggered when customers purchase their first subscription.

Limited Subscription Expiry

This is triggered when the limited length subscription is about to expire.

The email will be sent to the customer before their last order.

Prepaid Subscription Expiry

This is triggered when a prepaid / gift subscription is about to expire.

The email will be sent to the customer before their last order.

Upcoming Credit Card Expiry

This is triggered when a customer's credit card is set to expire in 1 month.

Build a Box Upcoming Order

This is triggered when a build-a-box order is coming up.

Shipping Address Denied

This is triggered when a subscriber's order is failing due to an issue with the order's shipping address.

Insufficient Inventory Denied

This is triggered when a subscriber's order is failing due to insufficient inventory.

More specifically, this is only triggered when the product is marked out of stock and overselling is disabled.

  1. From within the Bold Subscriptions V1 app admin, select Settings.
  2. Select Email Notifications.
  3. Edit the Email Settings to display your information.
  4. Select the User Activity Notifications you would like to enable.
  5. Select Save.
  6. Select Edit next to the email template you would like to enable.

    Note: You can test your emails by selecting the Test Email button beside the respective notification.

  7. Deselect the Check if you DO NOT want to send an email  checkbox to enable it.
  8. Edit Email Subject and Email Body. (optional)
  9. Select Save.
  1. Complete the step-by-step above.
  2. Go to Bold Commerce Email Editor for Bold Subscriptions V1.
  3. Next to You are currently viewing, select the Email Template you created.
  4. Select a Quick Theme or Import your own theme.
  5. In the Header Section, enter the URL for your Logo.

    Upload Logo Example

  6. Adjust any Color, Size, Borderetc.
  7. Select Get Code.
  8. Select Copy to Clipboard.
  9. Back within Bold Subscriptions V1, in the Email Template under the Email Body field, select Tools.
  10. Select Source code.

    Source Code from Email Editor

  11. Erase all the text within this area, and paste the new information.
  12. Select Ok, then Save.

Bold Subscriptions V1 has a number of automatic email notifications you can enable to keep your customers in the loop.

 


 

About SPF Records

In order to improve email deliverability, you will want to 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 V1's automated emails more reliably.

 


 

How to Add an SPF Record

  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.
  4. Ensure you use ~all and not -all. If you don't, this may cause some email delivery issues.
  5. Save these changes.
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