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Emails v2 are versatile, feature-rich, and have a sleeker UI. They also include additional mergevars you can use in email templates.
Chargebee seamlessly handles your move from Email v1 to v2 to ensure 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 have two options when moving to Email v2:
This document serves as a central reference if you choose to move from Email v1 to v2, with or without data. It is recommended that you review the entire document to understand email template mapping between v1 and v2 and feature compatibility before sending emails through v2.
Information
Regardless of the approach you choose to move to v2, Email v1 data will be backed up and available under Settings > Import and Export for up to 14 days.
Note:
This table contains the mapping between Emails v1 and v2, along with 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 |
| |
| Subscription Trial Ending Second Reminder | Subscription Management > Trial Management > 5 days before expiry |
| |
| Subscription Renewal First Reminder | Subscription Management > Subscription Renewal Reminders > 5 days before renewal |
| |
| Subscription Renewal Second Reminder | Subscription Management > Subscription Renewal Reminders > 5 days before renewal |
| |
| 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 |
| 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. 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 that filter is 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 are also a paid feature in Emails v2. However, if you were using them in Email v1, they are seamlessly moved to Email v2 and you can edit and make changes to the template if necessary. If you try to create a new one, it won't be allowed.
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