Set up notifications
Your customers hear from you at a handful of moments. Set what those messages say before the first one goes out.
From Settings → Email templates, each event has a template: welcome, renewal reminder, payment succeeded, payment failed, subscription activated, cancelled, paused, and card expiring. Each has a preview and a test send.
From Settings → SMS templates you set the sender ID, connect a provider, and write the messages. Remember that configuring a provider and making it active are two different steps.
Before a renewal
Section titled “Before a renewal”Renewal reminders tell a customer before you charge them. This is the cheapest way to reduce failed payments and surprise cancellations.
When a payment fails
Section titled “When a payment fails”Dunning campaigns decide how often you retry and what is sent at each attempt. You can write a different message for the first attempt than for the third.
With the messages set, go live.