Configuring your emails

Determine the content of emails that we send to your customers at various stages during the billing journey, or turn off emails altogether

Updated over a week ago

Billsby automatically sends out emails to your customers for specific events and during different stages of a customer's subscription lifecycle.

Our email notifications allow you to welcome customers to their subscription, help you to retain customers by letting them know when their payment card is about to expire as well as letting them know of changes to their subscription.

You can configure these emails by going to Settings > Configuration > Email notifications. Here, you can define which emails we send to your customers, the content of them and how you will receive replies.

Emails

The Emails tab displays a number of options for emails ranging from the subscription lifecycle to invoices, as well as cancellations. By default, the emails for new subscriptions will be turned on, but you are free to turn them on or off for any of the emails that we have provided for you. The only email that you cannot switch off is for the one-time passcodes, as we'll need to be able to send this to complete the journey.

All of the email templates can be edited, although some are more customizable than others. The branding will be in line with your template and branding settings.

On the right, you can edit the email content and subject line. The content areas are colour coded so you'll see that the copy area with the orange heading is associated with content in the email with the orange border line.

Templates

In the Template tab you can configure your basic email template using your branding and custom elements.

Logo and colours

We use the same logo and colours for emails that you set up in your brand customization settings. If you want to change these, you can click through to the customization page and update them there.

Advertising space

We provide you with a 500 x 150px advertising space in all emails where you can display anything you like. This could be for promotional offers, events, new products, or anything else you want to let your customers know about. You can also provide a URL, so that we can link to your website or the relevant webpage where they can get more information. Note that if you are adding a URL to your advertising space ensure that the HTTPS is present. If you would rather not show any advertising then you can leave this turned off and we won't show anything here.

Footer text

The footer text should just be basic text without any additional HTML formatting. You can, however, provide a link here if you want to. Updating this text will automatically update the template so you can see how this will look in real time.

Routing

In the Routing tab you can input the email address that you want us to forward replies from your customers to. By default, this will be set to the first person in the company who set up a Billsby account.

Frequently asked questions:

How do I customize which emails are sent out to my customers at various stages during the billing journey?

Head to Settings > Configuration > Email settings, and then click the 'Emails' tab. Here you can choose which emails are sent to customers at various stages as well as customize the content of the emails.

How do I customize the template of my emails?

To customize the template which your email notifications are based on, head to Settings > Configuration > Email settings, and then click the 'Template' tab. Here you can edit your footer text and add an advert if you wish. We use the same logo and colors for emails that you set up in your brand customization settings. If you want to change these, you can click through to the customization page and update them there.

How do I change the email address which replies from customers are sent to?

In Settings > Configuration > Email settings > Routing, you can update the email address that email replies from customers are routed to.

What email will the notifications be sent from?

The email used to send the notifications will be: billing@[YOUR_COMPANY_SUBDOMAIN].billsby.com

You can find your company subdomain in your account by navigating to Settings > Configuration > Company details.

Can I send my own emails from my own domain?

You can use Zapier and webhooks as triggers to send your own emails. You can find more information on Zapier here, along with our webhooks documentation.

Did this answer your question?