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Membership purchase notifications

This guide explains how to set up and customise membership purchase, renewal, and upgrade/downgrade email notifications.

Written by Costa Bontioti

šŸ“ Overview

This notification lets you fully customise membership purchase emails, sent to business users and/or customers, with different content depending on the purchase made.

For example, you could email a customer every time they purchase a membership, send specific instructions for a particular membership, or email only on a customer's first-ever purchase.


šŸ› ļø Set Up the Notification

Head to Communications āžœ Notifications āžœ Customer Membership Lifecycle āžœ Purchase/Initiation Confirmation āžœ click Detail.

šŸ’” By default, all super admins at the business are emailed when a membership purchase is made. Click the Add action dropdown to add a new email notification.


āœ‰ļø Add a Customer Email

Options include:

  • Always sending an email when a membership purchase is made.

  • Sending an email for a specific membership purchase.

  • Sending an email when a membership was added to a customer's account from the business side, renewed, upgraded, or downgraded.

  • Sending an email only if the membership was the first on the customer's account.

You can combine multiple conditions. In the example below, the customer is emailed if they're buying the '2 classes per week' membership, and it's the first time they've owned it.

āš ļø Each condition can only be used once per notification, so to send the same message for multiple memberships, create a separate notification for each one.

Once you're happy with your conditions, click Continue.


āœļø Write the Email

Enter your email subject and body. Use placeholders in the subject or body to auto-complete fields. In the example below, the customer's first name and the membership name are auto-completed.

Click Save Action to finalise your message. Your notification is now live and will be sent each time the relevant membership purchase is made.


ā“ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Can I send the same email for multiple memberships in one notification?

Click the arrow to see the answer

No. Each condition can only be used once per notification, so you'll need to create a separate notification for each membership.

Who receives this notification by default?

Click the arrow to see the answer

All super admins at the business, unless you add your own customer-facing action.

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