Email Settings in Bold Memberships

Bold Memberships offers built-in email templates that can be used to send automated emails to new or existing members based on events that affect their membership plan and status.

This article provides a description of the email settings that are available in Bold Memberships, as well as instructions on how to configure and customize the email templates.

Email notifications

Bold Memberships has a variety of customizable email notifications that are sent to your members to notify them of events occurring with their membership plan and status.

Please see the table below for a list of events that trigger an email notification to your customers along with their description.

Email	Description
Transaction Failure	This email is sent if a payment fails to capture in Stripe or PayPal.
Billing Option Changed	This email is sent if a billing option has changed in an active membership plan.
Billing Option Deleted	This email is sent to members if a billing option has been deleted in an active membership plan.
Membership Cancelled	This email is sent when a membership plan has been cancelled by the customer or by the store owner.
Grace Period Reminder Emails	This email is sent to remind members to accept a price change in their active membership if they have not accepted it yet.
Membership Cancelled - Grace Period Expired	This email is sent if a membership is automatically cancelled due to a new price plan not being accepted by the customer.
Membership Plan Updated	This email is sent to members after they have accepted a new price plan during the grace period.
Member Moved to New Billing Option	This email is sent 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	This email is sent when a customer signs up for a membership.

Configure From and Incoming Notification email

Memberships uses the From Email address to send email notifications to your members. The Incoming Notification Email is used to send notifications to you when certain events occur, such as a membership purchase, cancellation, or failed transaction.

Both your From Email address and Incoming Notification Email addresses in Memberships must be verified before they can be used. Until they are verified, your members will receive their email notifications from no-reply@boldapps.net, and the incoming email notifications will be sent to your store admin’s email address.

Alert

As of February 1, 2024, Google and Yahoo require valid email authentication.

If you have a branded domain email address you would like to use, please visit Improve Email Deliverability for further instructions on how to authenticate your email.
If you use a free email provider such as Gmail or Yahoo, please do not make any changes to the From Email address to ensure your members continue to receive their email notifications. If unchanged, the already verified default address no-reply@boldapps.net is used.

To enter and verify a From and Incoming Notification email address in Memberships, please follow the steps below.

In Bold Memberships, navigate to Settings, and click on the Email Settings tab.
Enter your preferred email address in the From Email field.
Click Send verification email.
In your email, open the Bold Memberships - Email Verification email sent from Bold, and click Confirm email.
Navigate back to Bold Memberships, and enter your preferred email address in the Incoming Notifications Email field.
Note: If this email address is the same as the From Email address, then both emails will be validated in the previous step.
Click Send verification email.
In your email, open the Bold Memberships - Email Verification email sent from Bold, and click Confirm email.

Enable or disable email notifications

You can choose to enable or disable any of the email notifications available in Memberships.

To disable a notification, please follow the steps below.

In Bold Memberships, navigate to Settings, and click on the Email Settings tab.
Find the email you’d like to disable.
In the same row as the email title, click the button under the Enabled column to change it from Yes to No.
To enable the email notification again, click the button under the Enabled column to change it from No to Yes.

Customize the email templates

Memberships gives you the ability to customize the language in your email templates.

To customize your email templates, please follow the steps below.

In Bold Memberships, click Settings.
Click the Email Settings tab.
Click on the pencil icon under the Edit column to access the email template.
Make your desired changes.
Click Save Changes.