How to send announcement to all the customers using Chargebee dashboard?

Problem Statement

This article explains how to send manual emails (announcements) to customers, including to a specific group based on criteria, and where to find the option in Classic and Leap UI.

Solution

Chargebee supports Custom Emails that you can trigger manually from the Customer, Subscription, or Invoice index pages. Add custom emails under Settings > Configure Chargebee > Email notifications > Custom emails.

Configure custom emails for

1. Customer Index Page
2. Subscription Index Page
3. Invoice Index Page

Use Smart Section, Mail Merge, or Import HTML for content. See Add Notification for details.

Where to find the option

• Classic UI: See screenshot below.
• Leap UI: See screenshot below.

Steps to Set It Up

1. Use pre-saved segments or filters to select the customers to email.
2. Click the email option to open a pop-up with default and custom emails.
3. Choose the custom email and click Proceed.
4. On the Custom Email Edit page, review or edit the content and send.

Important Notes

• You can have a maximum of 2 custom emails at a time.
• On recent UI updates, index pages (Customers, Subscriptions, Invoices, Credit Notes) support vertical scrolling and load data as you scroll. See Index page enhancement for details.