Scope
I want to add the request payment method and subscription info to the cancellation follow-up email
Why the cancellation follow-up email is not configured by default?
How to customize email content for subscription cancellation?
Summary
By default, Subscription cancellation emails such as before cancellation & on cancellation emails will have subscription details populated. However, you can manually edit or create an after-cancellation email notification using Smart Section to add a request payment method and subscription information.
Note: Some features such as Multiple Reminders/Follow-ups, Segmentation, Email attachements are availble only on selected plans. To know more, visit Chargebee's Plans and Pricing page.Solution
Step 1: Navigate to Settings > Configure Chargebee > Email notification > Subscription cancellations > You can use ‘EDIT’ from active emails or 'Add notification' to add new email notification.
Step 2: To add customer/subscription details
You can customize email content using ‘Add section’ by clicking on the (+) that displays when you move the cursor on the corner of the box.
There will be a list of sections as mentioned below
- Add text
- Insert image
- Add button
- Add section
To add subscription information, select Add section > Information Overview
On Information Overview, you can select the required customer & subscription details using ‘Smart Section’ as referred on the screenshot below.
Smart Section will display all the customer’s information and you can choose the information to be displayed to the customer.
Step 3: To add Update Payment method button.
As same as Step 2, you can add update payment method by clicking on the (+) that displays when you move the cursor on the corner of the box.
Then, you will see a pop-up window and you can click on ‘Add text’ to add the payment method button.
Again, click on the (+) that displays when you hover on the corner of the box, and choose 'Add button' then click on 'Update Payment Method'.
You can also add a custom button using ‘Add button > Custom button' and you can add the portal link to direct the customer to ‘Reactivate subscription’ or ‘Add Payment method’ for instance and link to ‘Self-Serve Portal’.
Note: By default, a portal link will be available in the email footer
Navigate to Settings > Configure Chargebee > Checkout and Self-Serve Portal > Self-Serve Portal, and verify the below options as per your site configurations for portal link.
Chargebee portal: If you have configured a self-serve portal via Chargebee. Please refer to this link.
Single Sign On API: If you have configured a self-serve portal via Single Sign On API, then you can refer to this link.
Related Articles
How to get an email notification about a particular event?
My customers are not receiving email notifications
How to configure and customize email notifications for internal purposes?
Emails not being sent when manual changes are made to a subscription