Bold Memberships offers built-in email templates that can be used to send automated emails to new or existing members based. These automated emails are sent to new or existing members based on certain actions that are performed by your members.
This article provides an outline of the email templates that are available within Bold Memberships, as well as instructions on how to configure and customize the email templates.
Alert: As of February 1, 2024, Gmail and Yahoo require valid email authentication. To ensure your customers continue to receive these notifications, please visit Improve Email Deliverability.
Triggers for Custom Emails
When a change is made on your customers membership or an active membership is changed within Bold Memberships, a trigger email is sent to notify them of this change. This is important to ensure that your customers are always aware of the status of their membership.
Note: From within the Bold Memberships, navigate to Settings > Email Settings to enable which emails you would like to send to your customers.
Please see the list below for all the events that trigger the emails sent to your customers:
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Triggered By |
| Transaction Failure | When a payment fails to capture within either Stripe or PayPal. |
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Billing Option Changed |
This email will be sent out to members if a billing option is changed within an active Membership plan. |
| Billing Option Deleted | This email will be sent out to members if a billing option is deleted within an active Membership plan. |
| Membership Cancelled | When a membership plan has been cancelled either by the customer or by the store owner in the Bold Memberships admin. |
| Grace Period Reminder Emails | A reminder email that is sent to members if they have not accepted a new plan price change for the membership they are currently on. |
| Membership Cancelled - Grace Period Expired | When a membership is cancelled automatically in result of a new price plan not being accepted by the customer. |
| Membership Plan Updated | This email is sent out to members after they have accepted a new price plan during the grace period. |
| Member Moved to New Billing Option | This email will be sent out to members if a billing option is deleted and the admin chooses to force existing members to choose a new billing option. |
| New Membership Purchase Success | When a customer signs up for a membership. |
Configure Email Template
Alert
As of February 1, 2024, Google and Yahoo require valid email authentication.
To ensure your email notifications continue to reach your customers, please use no-reply@boldapps.net as your From Email if you use Gmail, Yahoo, or another free email provider.
If you have a branded domain email address you would like to use instead, please visit Improve Email Deliverability for further instructions on how to authenticate your email.
To configure your email templates, please follow the steps below.
- From within Bold Memberships, click Settings.
- Click Email Settings.
- Click on the pencil icon under the Edit column to access the email template.
- Make your desired changes.
- Select Save Changes.
- Click the icon under the Enabled column to enable or disable the individual emails.