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Email Settings in Bold Memberships

Laurel
Laurel
  • Updated

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.

In this article, we are going to breakdown the email templates that are available within Bold Memberships, how to configure and customize the email templates and how to 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:

Email

Triggered By
Transaction Failure When a payment fails to capture within either Stripe or PayPal.

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

To configure these email templates, please follow these steps:

  1. From within Bold Memberships, select Settings.

  2. Select Email Settings.

  3. Edit the Email Settings to display your information.

  4. Select Save.

  5. 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.

  6. Optional: Edit Email Subject and Email Body.

  7. Select Save Changes.

 

 

Improve Email Deliverability

Bold Memberships has a number of automatic email notifications that you can enable to keep your customers in the loop regarding their membership and actions that may affect them.

 

About SPF records

Certain email providers may see a higher number of emails sent to a customer's spam box, or may not even be sent to the customer at all.

To improve Memberships' email deliverability, it may be necessary 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 our Bold Apps SPF record to your DNS should improve this, and allow customers to receive automated emails from our app more reliably.

 

How to Add Our SPF Record to your DNS

This process is different for the various email providers, but instructions should be easily found through your hosting support or email service help articles.

Please see the step-by-step, below:

  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.