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Integrations

Email Mapping 

Emails v2 are versatile, handy and rich with features, has a sleeker UI and comes with additional mergevars you could use in emails templates.

Chargebee seamlessly handles your move from Email v1 to v2 with utmost care so as to make sure you don't lose email template data (unless you intentionally decline to move data). The migration also gets you up and running with the moved templates and data in Email v2.

You are provided with two options while moving to Email v2,

  • Move with email data
  • Move without email data

This doc serves as a central source of reference if you chose to move from Email v1 to v2 in either of the cases of with or without data. It is recommended you go through the doc completely to understand email template mapping between v1 and v2 and feature compatibility before sending emails through v2.

Information

Regardless of the approach chosen to move to v2, Email v1 data would be backed up and found under Settings > Import and Export for up to 14 days.

Data moved from Emails v1 to v2 

  • Template
    • Email content
    • Email subject
    • From addresses
    • Checkboxes if enabled, will also be enabled in v2
  • Header and Footer
  • Segment filters in use
Note
  • Feature enabled emails if available, are also moved. For example, Offline Dunning Reminder emails are only available if you have enabled Offline Dunning.
  • Emails which are disabled and not in use are also moved to v2.
  • Emails which are enabled and in use in v1, are also enabled in v2 by default after moving.

Email mapping between v1 and v2 

This table contains the mapping between Emails v1 to v2 and template specific additional information.

Availability v1 v2 Additional information
Default Customer Created Subscription Management > Onboarding Emails > Customer created -
Subscription Created Subscription Management > Onboarding Emails > All 4 welcome emails for subscription created -
Subscription Started Subscription Management > Subscription Activation > from 'Future' state -
Subscription Activated Subscription Management > Subscription Activation > from 'Trial' state -
Subscription Changed Subscription Management > Subscription Changes > Subscription is changed -
Subscription Canceled Customer Retention > Subscription Cancellations > On cancellation -
Subscription Shipping Address Updated Subscription Management > Subscription Changes > Shipping address is updated -
Invoice Receipt Invoices, Credit Notes & Payments > Invoice Receipt > Invoice is generated Checkbox if enabled, is also copied.
Subscription Trial Ending First Reminder Subscription Management > Trial Management > 5 days before expiry
  • Email v2 is populated with the "X" days reminder interval specified in v1.
  • Checkbox if enabled, is also copied.
Subscription Trial Ending Second Reminder Subscription Management > Trial Management > 5 days before expiry
  • Email v2 is populated with the "X" days reminder interval specified in v1.
  • Checkbox if enabled, is also copied.
  • A new email template is created.
Subscription Renewal First Reminder Subscription Management > Subscription Renewal Reminders > 5 days before renewal
  • Email v2 is populated with the "X" days reminder interval specified in v1.
  • Checkbox if enabled, is also copied.
  • If a segment filter is selected in email v1, only that segment is copied to email v2 and can be found under "Send to" dropdown list. Learn more.
Subscription Renewal Second Reminder Subscription Management > Subscription Renewal Reminders > 5 days before renewal
  • Email v2 is populated with the "X" days reminder interval specified in v1.
  • Checkbox if enabled, is also copied.
  • If a segment filter is selected in email v1, only that segment is copied to email v2 and can be found under "Send to" dropdown list. Learn more.
  • A new email template is created.
Subscription Canceling Reminder Customer Retention > Subscription Cancellations > 5 days before Cancellation Email v2 is populated with the "X" days reminder interval specified in v1.
Payment Succeeded Invoices, Credit Notes & Payments > Payment & Credits > Initial/Recurring charge is successful Checkbox if enabled, is also copied.
Payment Failed
  • Revenue recovery > Payment Failures -> Payment Failure
  • Revenue recovery > Dunning for online payments > All emails
Checkboxes if enabled, are also copied.
Payment Refunded Invoices, Credit Notes & Payments > Payment & Credits Refund is Successful Checkboxes if enabled, are also copied.
Card Expiry Reminder Customer Retention > Invalid Payment Method > 5 day(s) before expiry -
Card Expired Customer Retention > Invalid Payment Method > On card expiration -
Only if Pause Subscription is enabled Subscription Paused Subscription Management > Subscription Pause & Resumption > On pause -
Subscription Resumed Subscription Management > Subscription Pause & Resumption > On resumption -
Subscription Pause Reminder Subscription Management > Subscription Pause & Resumption > 5 days before pause -
Subscription Resumption Reminder Subscription Management > Subscription Pause & Resumption > 5 days before resumption -
Only if Direct Debit is enabled Payment Initiated Invoices, Credit Notes & Payments > Payment & Credits > Charge is initiated -
Refund Initiated Invoices, Credit Notes & Payments > Payment & Credits > Refund is initiated -
Only if Offline Dunning is enabled Offline Dunning Reminder Revenue Recovery > Dunning for offline payments > All emails -
Only if Payment Terms is enabled Net D - Payment Due Reminder Invoice, Credit notes & Payments > Payment Terms (Net-D) > Notifications > 5 days before invoice due date -
Customer Portal Emails
Default Account Locked Portal Account Management > Locked accounts -
Password Changed Portal Account Management > Locked accounts -
Only if Single Page Customer Portal is used Signup Email System-generated email -
Forgot Password -
Email Verification  -
Email Changed -

Segmentation is a paid feature  in Emails v2 and if you were using it in Email v1, only the segment filters you used are moved seamlessly to the corresponding email in v2, and by default has that filter selected in the Send to list.

For example, if you had used Subscription Renewal First Reminder email in v1 with the segment filter bi-monthly or longer, while you move to Email v2, the same filter is mapped to the corresponding email in v2. The email in v2 now has segment filter bi-monthly or longer selected by default in the Send to list.

Reminder emails is also a paid feature  in Emails v2. However, if you were using it in Email v1, it is seamlessly moved to Email v2 and you can edit and make changes to the template if necessary. However, if you try and create new one, it won't be allowed.

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