Enabling Notifications
Within Stay.Ai, there are a variety of ways in which you can alert your customers about their subscription directly from the Merchant portal. Communicate directly with your customer via SMS and email!
Email Builder
Create custom email correspondence utilizing our easy-to-use Email Builder! 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, click Email Notifications on the side menu. You can enable and disable notifications as you wish. To edit the template, click Edit.
Your default emails are auto-populated to look like this..
2. 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.
Field | Use Case |
Columns | These will help to separate your email into sections. You will be able to choose from multiple formats with this field. |
Heading | Bring attention to your content by adding a heading. You can customize the text size, font, and placement of this content. |
Text | Consider this a text box like in any other application. Within the text box you can add those merge tags that are mentioned below. |
Image | Upload a .png, .jpg, or .gif to your emails. |
Button | Create navigation elements that can be triggered directly from the email. Even better, use our Klaviyo Quick Actions tool create a url, then embed it into a button in your email! |
Divider | As it says! This separates content on the page. This is helpful when using our Promotion blocks in your emails. |
HTML | Feel free to fully customize your emails using the HTML blocks. You can even pull in a direct login link in our security code emails, using {{customer.login_link}}. |
Menu | Create a menu element to help your customers navigate to various locations, such as your New Arrivals page, your catalog, or your login |
3. To edit the populated features, simply click on them. A sidebar will appear to guide you through making any changes.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
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. |
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 tries to leverage the Passwordless Login option on your site. After supplying their email, customers can either receive a security code to input on. your page to access the customer portal, or a one time link. |
SMS Notifications
Easily update your customers on the status of their subscriptions leveraging SMS Notifications. With this tool you can easily customize your SMS copy, as well as the option to enable and disable as you please. Upon initially accessing your Merchant Portal, all SMS messages will be toggled on. However, you have the option to disable any that you would not like your customers to receive. Please be advised that customers will only receive SMS alerts if they choose to opt-in within the customer portal.
Through the Merchant portal, you also have the ability to easily customize each message to your liking, even leveraging dynamic tags that can pull in customer or store information!
SMS Chatbot
Your SMS Chatbot is the answer to easy subscription management for both you and your customers! Though you’re welcome to keep the default stock copy for your SMS Chatbot messages, branding it specifically for you and your customers will make it that much more fun.
Click Settings in your top navigation bar. Then click SMS Chatbot.
Click Edit, which will open up the message editor. You can incorporate dynamic variables such as first name, store name, brand name chatbot, and more.
Some variable tags can be edited in the Chatbot Settings. To do so, follow these steps...
Go to Notifications in your top navigation bar. Then click Chatbot Settings.
You can edit the definition of the variables that have a pencil icon, such as Shop Name, Shop Email, and Brand Name Chatbot. Please note that these are pulled in dynamically from your Shopify store.
Some variables’ definitions cannot be changed. For example, Feature Options cannot be edited, but you can see what they’ve been defined to.
Congratulations! You’re now ready to use your SMS Chatbot to make subscription management a breeze.