Configure Emails

Advanced Billing sends your customers a set of automated emails about their subscriptions and invoices, and each one is yours to switch on and rewrite. Use this guide to decide which of those emails you need, write their content with Liquid, and set the address they come from.

At a glance

Feature

Configure Email Settings

You Need

The email address you want to send from in Advanced Billing

Code

Liquid syntax, such as {{name}}, if customizing dynamic language

Difficulty

◉◉◎◎◎

1. Determine which automated emails to use

Advanced Billing offers the following email templates, all under Config > Settings > Emails. Switch on the ones that match moments you actually want to notify customers about, rather than enabling everything.

Available email templates

2. Craft your email

Give the customer exactly the information they need by customizing the email content. Advanced Billing supports dynamic variables and Liquid syntax in email templates, so if your email says {{customer.first_name}}, the sent email contains the customer's actual first name.

Greeting a customer by organization name when one is present, and by first name when it isn't

{% if customer.organization !="" %}
  Hello {{customer.organization}},
{% else %}
  Hello {{customer.first_name}},
{% endif %}

For a starting set of examples, see the Customize Emails with Liquid Examples help article. For the full list of available fields, see the Customize Email Templates help article. For Liquid's own language reference, see Liquid for Designers.

3. Set your from address

One setting covers the from address for every email except dunning emails, which carry their own. Set the Site-wide address first, then override it on individual emails only where you need to.

Set the from address for all emails

Edit your Site settings. On the top menu, click your Site Name > Edit Current Site, then go to the Reply Email section.

The address you set is what customers see in their inbox.

Set the from address for one email

To override the Site-wide value for a specific email, edit the From section's default value of {{from_address}} to the address you want, such as Acme Billing <do-not-reply@acme.com>.

4. Test your emails

Test the scenarios your customers actually hit, rather than relying on the generic Send Preview button in the email templates, which doesn't reflect real data.

1. Simulate your scenario, such as a new signup, using realistic data.
2. Read the resulting email from your customer's perspective.
3. Repeat for each scenario.

As you find things to improve, use the steps above to make the changes.

Related information

To give every email the same branding through a reusable layout, see the Install an Email Template help article.

To send different email content to customers in different languages, see the Configure and Implement Multi-Language help article.