How to restrict trial email content for a 100% coupon customers?

Scope

Why Trial email notification is requesting payment for subscriptions with a 100 % coupon discount applied?

How to avoid sending the request for payment content or the 'update payment method' button in the trial end emails for subscriptions with 100% coupon?

How can I restrict the email content for specific coupon-based or plan customers?

How do I restrict the 'Update payment method' button on trial emails only for some plans?

Summary

Trial Management email notifications will have default email content configured respectively. However, if you want to avoid this for certain customers, we can manually customize any email content by removing the 'Update payment method' button and creating segmentation for targeted audiences.

Segmentation is available for select plans in Chargebee. Visit Plans and Pricing for more details.If your plan does NOT support Segmentation, you can restrict content on trial email for specific coupon customers using the mail merge option as a workaround.

Solution

To customize email notifications for specific audiences, you need to create a segmentation list of customers to whom you wish to send emails and customize the email accordingly. Visit Plans and Pricing to check for availability.

Email segments:

Navigate to Subscription page > Filter list > Coupons > Contains only > Coupon (100% discount ) > Apply Filter

On the recent UI enhancement you On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information.

Then click on 'Save Filter' and create a name to specify these customers' lists and ensure 'Make this filter accessible to all' is enabled.

Once the Customer segment requirements are met, we can now customize the email as per our requirements.

Navigate to Settings > Configure Chargebee > Email Notifications > Trial Management > 'EDIT' existing email notification (or) Add Notification.

To add additional notifications click on 'Add Notification' and you will be prompted with a new window with two options.

'Choose the event to notify at / Add a reminder or follow-up' and choose it as 'Trial Expiry'
'Send Notifications to' the recently created segment for 100% discounted coupon (or) Full Discount.

Click 'Add' and then you can customize the email by clicking on the 'Edit' button.

Since Segmentation is not available for all plans, we would not be able to send emails to specific audiences. However, you can use Mail Merge as a workaround.

To add Mail Merge, navigate from Settings > Configure Chargebee > Email Notifications > Trial Management > On Trial Expiry > Edit

How to use the mail merge feature?

Display content for a specific condition: (For example, do not display a few lines for 100% coupon subscriptions)

You can add content, including a button ('update payment method'), when a coupon is not applied. If the field is empty or does not have a specific value, the content entered within the block is displayed. " ^ " indicates that the condition specified has to be false.

To add this MergeVar field, add the Open and Close Coupon name field tag on the email content:

Mail Merge Code Example
Sample code to be placed in the email body: `^coupon.name=Coupon name` Your content `/coupon.name=Coupon name` Coupon name: The Coupon name created for the 100% discount Your content: Any content that you would like to add between the tags.

Mail Merge Code Example

Sample code to be placed in the email body: ^coupon.name=**Coupon name** Your content /coupon.name=**Coupon name**

Coupon name: The Coupon name created for the 100% discount

Your content: Any content that you would like to add between the tags.

Once updated, click on the curly brackets '' that appear when you select the text box in the email body. Then navigate to the CUSTOMER and select Payment Method Update URL

Sample trial end email content

Sample Input: display the content for trial emails that do not have '100% coupon' off.

Sample Email:

More about Mail Merge Usage More about Email Notifications

How to restrict trial email content for a 100% coupon customers?

Scope

Why Trial email notification is requesting payment for subscriptions with a 100 % coupon discount applied?

How to avoid sending the request for payment content or the 'update payment method' button in the trial end emails for subscriptions with 100% coupon?

How can I restrict the email content for specific coupon-based or plan customers?

How do I restrict the 'Update payment method' button on trial emails only for some plans?

Summary

Solution

Email segments:

Navigate to Subscription page > Filter list > Coupons > Contains only > Coupon (100% discount ) > Apply Filter

Then click on 'Save Filter' and create a name to specify these customers' lists and ensure 'Make this filter accessible to all' is enabled.

Once the Customer segment requirements are met, we can now customize the email as per our requirements.

Navigate to Settings > Configure Chargebee > Email Notifications > Trial Management > 'EDIT' existing email notification (or) Add Notification.

To add additional notifications click on 'Add Notification' and you will be prompted with a new window with two options.

'Choose the event to notify at / Add a reminder or follow-up' and choose it as 'Trial Expiry'
'Send Notifications to' the recently created segment for 100% discounted coupon (or) Full Discount.

Click 'Add' and then you can customize the email by clicking on the 'Edit' button.

Since Segmentation is not available for all plans, we would not be able to send emails to specific audiences. However, you can use Mail Merge as a workaround.

To add Mail Merge, navigate from Settings > Configure Chargebee > Email Notifications > Trial Management > On Trial Expiry > Edit

How to use the mail merge feature?

Display content for a specific condition: (For example, do not display a few lines for 100% coupon subscriptions)

To add this MergeVar field, add the Open and Close Coupon name field tag on the email content:

Mail Merge Code Example
Sample code to be placed in the email body: `^coupon.name=Coupon name` Your content `/coupon.name=Coupon name` Coupon name: The Coupon name created for the 100% discount Your content: Any content that you would like to add between the tags.

Mail Merge Code Example

Sample code to be placed in the email body: ^coupon.name=**Coupon name** Your content /coupon.name=**Coupon name**

Coupon name: The Coupon name created for the 100% discount

Your content: Any content that you would like to add between the tags.

Once updated, click on the curly brackets '' that appear when you select the text box in the email body. Then navigate to the CUSTOMER and select Payment Method Update URL

Sample trial end email content

Sample Input: display the content for trial emails that do not have '100% coupon' off.

Sample Email:

More about Mail Merge Usage More about Email Notifications

Product Updates

Getting Started

Implementing Chargebee

AI in Chargebee

Product Catalog

Subscriptions

Customers

Invoices, Credit Notes and Quotes

Taxes

Hosted Capabilities

Site Configuration

Reports and Analytics

Integrations

Data Privacy & Security

Data Operations

How to restrict trial email content for a 100% coupon customers?

Product Updates

Getting Started

Implementing Chargebee

AI in Chargebee

Product Catalog

Subscriptions

Customers

Invoices, Credit Notes and Quotes

Taxes

Hosted Capabilities

Site Configuration

Reports and Analytics

Integrations

Data Privacy & Security

Data Operations

How to restrict trial email content for a 100% coupon customers?