I want email notifications to be sent to additional contacts other than my customer. Is this possible?
Scope
I have added the additional contact but the email was not sent
How to send specific email notifications to billing/account email?
Summary
Apart from email notifications sent to customers, Chargebee enables you to add additional contacts if your customer wants their team or an alternative point of contact to receive emails related to billing such as invoices, payment success notifications, etc.
You have to follow these two steps in order to send emails to additional contacts
1. Customer details page
Navigate from the Customers index page > Customer details page > Additional Contacts. Add the contact details and select what type of email notifications has to be sent by choosing Billing emails, Account emails, or Both.
2. Email notifications
Navigate from Settings > Configure Chargebee > Email Notifications > (Choose email notification) > Edit/Add Notification > Email Option. You can choose to send an email to
a. Account contacts
b. Billing contacts
c. Account contacts & Billing contacts
Solution Step 1: Customer details page
To do this, log in to the Chargebee web interface, navigate to the Customers/Subscriptions index page -> Open customer record -> Additional Contacts, and click Add Contact.
As per your requirement, check 'Billing Emails' and/or 'Account Emails' so that the respective email notifications are sent to the additional contact as well.
Note
1. New notifications such as signup, onboarding emails would not be sent to additional contacts if customer subscribe directly from Checkout/Hosted pages. Additional contacts will receive emails only after adding the contacts via UI/API.
2. You can add upto 10 additional contacts for a customers.
Click here to know more about how to manage additional contacts.
Step 2: Email notifications
Once you add the additional email contacts on the Customer details page, then navigate from Settings > Configure Chargebee > Email Notifications > (Choose email notification) > Edit/Add Notification > Email Option.
You can choose to send an email to
a. Account contacts
b. Billing contacts
c. Account contacts & Billing contacts
Once configured, click on 'Publish' and all the upcoming emails will be sent to respective email contacts.
Click here to know more about how to configure email notifications on additional contacts.
Alternatively, you can create an additional contact for a customer using the 'Add contacts to a customer' API. By using this API, pass the **contact[send_billing_email] and contact[send_account_email] parameters as true or false depending on the email notifications that you'd want the additional contact to receive.
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