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Guide to Automated Customer Emails on Our Platform
Guide to Automated Customer Emails on Our Platform

Learn how automated emails enhance your experience, from registration to order confirmations, and how to customise them.

Morgan Bakinowski avatar
Written by Morgan Bakinowski
Updated this week

Automated emails are a key part of your communication with your customers, designed to keep them informed and engaged from the moment they sign up. This guide outlines the types of automated emails your customers will receive, what triggers them, and how you can customise these communications for a more personalised experience for your customers.

Customising Your Emails

For details on customising these emails, refer to our detailed guide in this article. Customisation allows you to ensure that communications from us align with your preferences and needs.

1. Registration Confirmation

Trigger: When a new customer signs up.

  • Content: Customised based on delivery preferences and the contents of the upcoming box.

  • Actions: Confirm address details, set delivery frequency, and more.

  • Screenshot needed: Sample registration confirmation email.

2. Password Reset

Trigger: Initiated by a customer or crew member.

  • Content: Includes temporary password and login link.

3. Purchase Confirmation

Trigger: Manual action post-delivery event creation.

  • Content: Order details, including delivery date and order summary.

  • Note: This email is sent upon clicking "Send Confirmation Emails".

4. Scheduled Billing Notification

Trigger: Credit card payment processing.

  • Content: Billing details, including amount and billing cycle. Customize based on billing model (forecast vs. debt-based).

5. Payment Reminder

Trigger: For customers without a credit card on file during billing.

  • Content: Reminder to make a payment to cover upcoming deliveries.

6. Billing Failed Alert

Trigger: Unsuccessful credit card charge attempt.

  • Content: Notification of payment failure and next steps.

7. Account in Debt

Trigger: Account charge causing debt limit exceedance.

  • Content: Notification of overdrawn account and suspension of subscription.

8. Payment Method Expiry Reminder

Trigger: Credit card expiring soon.

  • Content: Reminder to update payment card details.

9. Cancellation Confirmation

Trigger: Account cancellation.

  • Content: Confirmation of cancellation and information on pending payments and balances.

10. Tax Invoice

Trigger: Post-payment.

  • Content: Link to download the tax invoice.

11. Cooler Box Reminder

Trigger: A day before home delivery with chilled items.

  • Content: Reminder to prepare a cooler box for delivery.

12. Customer Promo Code

Trigger: Distribution of unique promo codes.

  • Content: Personal promo code for sharing with friends or family.

Need More Help?

Our team is always here to support you. For more detailed instructions or assistance, feel free to contact us directly.

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