Managing Automated Emails for Subscription Plans

Learn how to effectively manage automated email notifications for your subscription plans. This guide walked you through managing and customizing automated email notifications for subscription plans, including editing templates, personalizing messages, previewing emails, and saving changes to enhance customer communication and internal alerts.

  1. Introduction: This guide will help you customize templates to engage customers and streamline your subscription communication process.

    managing automated emails for subscription plans 01
  2. Click "Settings": Click on the "Settings" section on your Shopify admin dashboard to begin customizing your subscription notifications.

    managing automated emails for subscription plans 02
  3. Navigate to Customer email templates: Navigate to the bottom of the Settings page to locate the "Customer email templates" section.

    managing automated emails for subscription plans 03
  4. Select Template Type: Click on the box located beneath the "Select Template Type" to select from the different email templates available.

    managing automated emails for subscription plans 04
  5. Customer Email Template Types: A variety of automated emails can be enabled and modified to be sent when criteria are met.

    managing automated emails for subscription plans 05
  6. Enable Notifications For Customers: Click the "Enabled notifications for customers" checkbox to activate the email template. Subscribers will automatically be sent this email when the template criteria is met.

    managing automated emails for subscription plans 06
  7. Click "Subject": Click on the subject line field to modify the email subject for clarity and engagement.

    managing automated emails for subscription plans 07
  8. Click "Email Body": Edit the email body content to personalize messages and include dynamic customer information.

    managing automated emails for subscription plans 08
  9. Adding Variables: Insert dynamic placeholders like customer name to personalize each email automatically.

    managing automated emails for subscription plans 09
  10. Click "Preview": Preview the email template to see how it will appear to your subscribers.

    managing automated emails for subscription plans 10
  11. Review Your Email Template: Review the message content to ensure it reflects your brand voice and subscription details.

    managing automated emails for subscription plans 11
  12. Click "Save Template": Once you're satisfied with your template, save your changes to the email template to apply the updates.

    managing automated emails for subscription plans 12
  13. Managing Admin Email Templates: You can also click the "Admin" button to access the Admin email templates, allowing you to customize internal notifications related to subscriptions.

    managing automated emails for subscription plans 13
  14. Reviewing Admin Email Templates: The Admin email templates page functions identically to Customer email templates, allowing you to manage internal emails to your admin team when the template criteria is met.

    managing automated emails for subscription plans 14
  15. Reviewing Admin Email Template Types: Additional Email Templates are available for internal communication to keep you fully informed on important changes, such as a payment method being revoked.

    managing automated emails for subscription plans 15
  16. Saving Admin Email Templates: Don't forget to save any changes made to your Email Templates before navigating outside of the selected Template Type or page.

    managing automated emails for subscription plans 16