This guide explains how to configure email notifications related to subscription-based donations in the LevCharity plugin. These emails help keep donors and administrators informed about subscription activity such as creation, payment status, and renewals.
Notification Types #
This section outlines who receives the email and how to control that.
| Type | Description |
|---|---|
| User Notification | Sent to donors or subscribers using merge tags like {{donor-email}}. |
| Admin Notification | Sent to internal team members using static email addresses in the BCC/CC fields. |
Enable the User Notification toggle to determine who receives the email.
How to Set It Up #
o configure a subscription email:
- Navigate to Manage > Subscriptions > Add New
This will open the email editor where you can assign triggers, recipients, and content.
Supported Actions for Subscription Emails #
These are the specific subscription events that can trigger an email notification.
| Action | Triggered When |
|---|---|
| Subscription Created | A new subscription is created |
| Subscription On Hold | The subscription is paused or pending |
| Subscription Cancelled | The subscription is manually canceled |
| Subscription Expired | The subscription ends based on the set duration |
| Subscription Payment Failed | A renewal payment fails |
| Subscription Payment Processing | A payment is currently being processed |
| Subscription Payment Completed | A renewal or scheduled payment is completed |
| Installment Created | A new installment is added |
| Installment On Hold | An installment is paused |
| Installment Cancelled | An installment is canceled |
| Installment One Month Left | One month remains in the installment plan |
| Installment Completed | All installments are paid |
| Upcoming Payment in 1 Day | Reminder: next payment is due in 24 hours |
| Upcoming Payment in 7 Days | Reminder: next payment is due in 7 days |
| Upcoming Payment in 1 Month | Reminder: next payment is due in 30 days |
| Upcoming Payment in 1 Year | Reminder: next payment is due in 1 year |
| Last Payment in 1 Month | Final payment is scheduled for 1 month from now |
Main Settings #
These fields help classify the email and determine who it’s for.
| Field | Description |
|---|---|
| Type | Always set to email |
Supported Actions for Subscriptions #
The following events can trigger a subscription-related email:
| Action | Triggered When |
|---|---|
| Subscription Created | A new subscription is created |
| Subscription On Hold | The subscription is paused or pending |
| Subscription Cancelled | The subscription is manually canceled |
| Subscription Expired | The subscription ends based on the set duration |
| Subscription Payment Failed | A renewal payment fails |
| Subscription Payment Processing | A payment is being processed |
| Subscription Payment Completed | A renewal or scheduled payment is completed |
| Installment Created | A new installment is added |
| Installment On Hold | An installment is paused |
| Installment Cancelled | An installment is canceled |
| Installment One Month Left | Warning: one month remains on the plan |
| Installment Completed | All installments are paid |
| Upcoming Payment in 1 Day | Reminder: payment due in 24 hours |
| Upcoming Payment in 7 Days | Reminder: payment due in 7 days |
| Upcoming Payment in 1 Month | Reminder: payment due in 30 days |
| Upcoming Payment in 1 Year | Reminder: payment due in 1 year |
| Last Payment in 1 Month | Notification about the final payment in a month |
Main Settings #
These fields help classify the email and determine who it’s for.
| Field | Description |
|---|---|
| Type | Always email |
| Category | Set to subscription |
| Title | Internal label to identify the template |
| User Notification | Toggle to control recipient type (user vs. admin) |
Email Settings #
Configure the behavior and content of the email message.
| Field | Description |
|---|---|
| Action | Select from the supported subscription events listed above |
| Send to Email | Use {{donor-email}} for donors or static addresses for internal notifications |
| From Name | Name shown as sender (e.g., LevCharity) |
| From Email | Sender email address (e.g., [email protected]) |
| Reply To | Email for response handling |
| BCC / CC | Add internal recipients |
| Subject | Email subject; merge tags supported |
| Message | Email body content with merge tag support |
| Product Name | Optional — product or subscription reference |
Available Merge Tags #
Use these merge tags in the subject or message fields to personalize content for each donor.
| Tag | Description |
|---|---|
{{first-name}} | Subscriber’s first name |
{{last-name}} | Subscriber’s last name |
{{full-address}} | Billing address |
{{amount}} | Payment amount |
{{currency}} | Payment currency |
{{campaign-name}} | Associated campaign title |
{{donor-email}} | Email address of the subscriber |
Attachments #
You can attach documents to the email if needed, such as:
- Subscription contracts
- Thank-you letters
- Renewal schedules
These are useful for compliance, documentation, or donor experience.
Send Delay #
Control when the email is delivered after the trigger event:
- 1 day after subscription creation — for welcome or onboarding messages
- 7 days before the next payment — for reminders or retention messages
Filters and Targeting #
Use filters to restrict which subscribers or plans should receive the email.
| Filter | Purpose |
|---|---|
| Posts Include / Exclude | Limit email to specific subscription products |
| Countries Include / Exclude | Restrict by user location |
| Currencies | Target specific currencies (e.g., USD, GBP) |
| Languages | Send language-specific email templates |
Example: Upcoming Payment Reminder #
This example shows how to configure a reminder email 7 days before a subscription renewal.
| Field | Example |
|---|---|
| Title | Upcoming Subscription Payment Reminder |
| Action | Upcoming Payment in 7 Days |
| User Notification | Enabled |
| Send to Email | {{donor-email}} |
| From Name | LevCharity |
| From Email | [email protected] |
| Subject | Your subscription payment of {{amount}} is due in 7 days |
| Message | Hi {{first-name}}, This is a friendly reminder that your next payment of {{amount}} {{currency}} for your ongoing subscription will be processed in 7 days. Thank you for your continued support. |
