Edit your Email Notifications

Bold Subscriptions offers several built-in email notifications along with templates that can be customized to match your site's branding and design. Add your logo, style them with CSS, and use custom merge fields to include information about the customer, your store, and their subscriptions.

 


 

Functionality

Within the Email notification area of the Bold Subscriptions settings, you can update the contact information for your store in the Email settings. This includes the "from" contact name and "reply-to" customer contact email address that appears on the emails.

From this section, you are also able to complete the global customer notification styling. This includes adding CSS that will be rendered on all of your email templates.

There are five options for customers' notifications built into the app to allow you to select when to notify your customers of upcoming orders, credit card updates, and new subscription purchases, and more. 

Subscription Created

This email will be sent to your customers when they first order a new subscription.

Transaction Failed

This email will be sent to your customers when an order has failed due to a credit card error.

Upcoming Order

This email will be sent a certain 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.

 Alert

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

Expiring Credit Card

This email will be sent a certain 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

 Alert

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

When SCA is required on a recurring order, this email notification in Bold Subscriptions 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 based on when their order was 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.

 


 

Setup

To edit the email templates, please follow these steps:

  1. From the Wordpress admin, select Apps.

  2. Select Bold Subscriptions.

  3. Select Settings, then Email Notifications.

  4. Select the ellipsis beside the notification you want to adjust.

    Email Notifications Ellipsis

  5. Select Edit email template.

    Note: If you would like to test a email notification, a test can be done by selecting Send test email in the ellipsis beside one of the email notifications, entering in your email address and selecting Send Test Notification.

  6. Adjust the template accordingly.

    Note: You can edit the HTML source code by selecting the < > icon. Visit W3 Schools - HTML (links to W3Schools) for more information on how to use HTML.

  7. Select Save.

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