Stay's interface is designed for optimal ease of use. That includes our straightforward email builder! We make communicating with your customers streamlined and simple.
Demo Video of How to Customize Your Email Notifications
Just like with anything, we are aware that brands need to iterate to maintain their modern appeal. This is why we've made editing email notifications equally as simple as customizing them initially!
Demo Video of How to Edit Your Email Notifications
We’ve built a drag-and-drop email builder so you can customize your email notifications easily. These email notifications are automatically sent to your customers after being triggered by different events.
Customizing Email Notifications
Click Notifications in your navigation bar. If you’re not there already. Then, click Email Notifications on the side menu. You can enable and disable notifications as you wish. To edit the template, click Edit.
2. Your default emails are auto-populated to look like this:
3. To add additional fields, all you have to do is click on the desired feature in the sidebar, drag it into the email, and drop it as desired.
4. To edit the populated features, simply click on them. A sidebar will appear to guide you through making any changes.
5. To add your logo or a custom header, click on the box that says Your Logo Here. On the sidebar, you’ll be able to upload your logo or header. You can also scroll down to change the alignment, add a URL so it will go to your landing page if it’s clicked, or adjust the link to send your team an email, phone call, or text message. For more customization options, such as image cropping, click on Apply Effects & More to edit your image.
6. Each email template comes auto-populated with pre-written copy. To edit your message, simply click on the text box. You can edit the copy or write something new entirely based on your brand’s unique voice. A task bar will pop up, giving you the ability to change fonts, adjust the size and style, switch colors, and add a hyperlink.
7. You can also include certain merge tags in the email to personalize your emails. Please note that you can only use the tags that are offered in the task bar.
8. In addition to the email copy, you’ll want to edit the call-to-action button. Click directly on the button to edit the text. On the sidebar, you can add your URL to link right to your landing page or adjust the link to send your team an email, phone call, or text message. You’ll also find options to make formatting choices, such as altering the color of the box.
9. At the bottom of the email template are the logos for your social properties. Be sure to click on them and add the URL to your brand’s channels.
Note about WebP Images
Please be aware that WebP images can have issues loading in Gmail and Outlook inboxes. It is recommended to use PNG or other formats for images instead.
Email Notifications Glossary
Email Notification | Use Case |
Activation | Fires when a customer starts a new subscription. Reminds them that they can manage their subscription at any time and links them to their account. |
Upcoming Charge | Fires 2, 3, 4 or 5 days before the customer is charged. This may include a CTA to add a one-time product, Get it Now, or swap to a larger pack size.
Note: Certain state's ARLs (such as California, Colorado, Delaware, and Illinois) require companies to provide enhanced notice of upcoming charges for subscription services. The notification will be set by default to "3 Days Prior to Order". The default setting can be updated in the merchant portal. |
Yearly Notification | Fires 15 days prior to when a subscription on a yearly or more cadence is set to have an upcoming billing date. This may include a CTA to add a one-time product, Get it Now, or swap to a larger pack size.
Note: California's ARL requires companies to provide enhanced notice of upcoming charges for subscriptions that renew on a yearly or more cadence. The default setting can be updated in the merchant portal. |
Promotion Offer | This fires after the successful processing of an order that enables a user to be eligible to receive a promotion. This can include promotional product information, as well as a direct link to add paid promotions to an upcoming order. |
Subscription Cancellation | Fires when a customer cancels a subscription. |
Payment Processed | Fires every time a payment is processed. |
Upcoming Charge | Fires 5 days before the customer is charged. This may include a CTA to add a one-time product. |
Item Out of Stock | Fires when an item is out of stock. Lets customers know that their order will be on hold until the item is back in stock and gives them the option to swap products in their portal. |
Payment Declined | Fires when payment is declined. Prompts customers to update their payment method in the customer portal. You can set up the payment retry actions in the Billing section of Stay Ai. |
Account Access | Fires once an account is created. Lets customers know that they can manage their account and subscription at any time and links them to their account. |
Security Code | Fires when a customer requests a one time passcode, whether that be to login from the Manage Subscriptions without Password link, or through a quick action URL. |
Prepaid Order Fulfilled | Fires when a prepaid order is processed. |
Prepaid Order Completed | Fires on the last order of a prepaid subscription. Can include a link to start a new subscription for the same or different product. |
Order Partially Fulfilled | If you have Partial Order Fulfillment enabled, this will fire when an order fires that meets the minimum criteria, without an out of stock item. |
Gifter Thank You Notification | Fires when the person who received a gift subscription has opened the Received notification, and triggers a "thank you". |
Giftee Gift Received Notification | If you have Prepaid selling plans with gifting enabled, this will fire to the person who received the gift, after a recurring order. |
Gifter Gift Sent | Fires when a recurring gifted prepaid order is processed. The person who purchased the gift subscription will receive this notification. |
First Giftee Gift Received Notification | Fires only after the first subscription order of a prepaid gift. The person who receives the gift subscription will receive this notification. |
First Gifter Gift Sent | Fires only after the first subscription order of a prepaid gift. The person who purchased the gift subscription will receive this notification. |
Gifter Last Gift Sent | Fires only after the last subscription order of a prepaid gift. The person who purchased the gift subscription will receive this notification. Can include a link to navigate to the store and start a new subscription. |
Gifter Last Gift Sent | Fires only after the last subscription order of a prepaid gift. The person who received the gift subscription will receive this notification. Can include a link to navigate to the store and start a new subscription. |