Set Up & Customize Membership-Related System Emails (How-To)

Article Details

Summary

This article shows admins how to customize the system emails that pet parents get for membership events. These events include enrollment, payments, and renewal reminders.

Steps

  1. Go to Admin » System Email. The list of system email templates opens.

  2. Find the membership email template you want to change. These templates are available:

    • Membership Enrollment: Sent to pet parents when they enroll in a membership.

      The Membership Enrollment email template in the System Email list.

    • Membership Purchase Receipt: Sent when a membership payment goes through.

      The Membership Purchase Receipt email template in the System Email list.

    • Membership Failed Payment: Sent when a membership payment attempt fails.

      The Membership Failed Payment email template in the System Email list.

    • Membership Renewal Reminder: Sent only for annual renewals. This email cannot be turned off, to keep payment processing compliant.

      The Membership Renewal Reminder email template in the System Email list.

      The Membership Renewal Reminder setting that cannot be turned off.

  3. Select the Edit button next to the template you want to change. The template editor opens.

    The Edit button next to an email template in the System Email list.

  4. Change the subject line and content as needed.

    The email template editor with the subject line and content fields.

  5. Add variables to insert details such as the pet parent's name or membership information. The fields fill in on their own. The variables for the selected template show at the top. Other variables do not work.

    The list of available variables at the top of the email template editor.

  6. Review your changes. Make sure the email fits your business tone and has the information you want.

  7. Select the blue Save button. Your custom email now sends for that membership event.

  8. (Optional) Test your email. Complete a test membership enrollment, or simulate a failed payment event.

Related Articles

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.