Configure sending details
In the Memberful dashboard, go to Members → Settings. Enter the name and reply-to email address to use for transactional emails, then click Save changes.
Using a member’s name encourages engagement. Use the available variables to personalize your emails.
Edit the email templates
All email templates are enabled by default except Welcome message, Welcome back, and Checking in.1
Open the email templates
In the Memberful dashboard, go to Members → Templates.
2
Choose a template
Click the email template you want to customize.
3
Open the template editor
Click Edit template.
4
Customize the template
Edit the subject line and body. Click Add variable to add an available variable to the template. To restore the original subject line and body, click Reset to default.
5
Save the template
Click Save.
Test the email templates
While editing a template, click Send a test email at the bottom of the page to send a test to yourself.
On accounts in test mode without a payment method, Send a test email is unavailable for most templates. Memberful only sends the sign-in email, using a special template sent to the account owner, so you can test the member sign-in flow.
Review available templates
Welcome emails- Welcome message: Sent when a member or group manager completes their first order or activates a gift.
- Welcome back: Sent when a member reactivates an expired subscription.
- Checking in: Sent 14 days after a member signs up through checkout and completes their first order. Existing free members who make a purchase later will not receive this email.
- New free member created: Sent to new members who sign up for free or are created by staff.
- Gift delivery: Sent when a member receives a gift.
- Discord invite: Sent to new members if the Discord integration is enabled.
- Payment receipt: Sent whenever a member completes an order, including orders with a free trial.
- Payment refunded: Sent when an order is refunded.
- Gift payment receipt: Sent when someone buys a gift.
- Card missing: Sent one week before renewal when a member does not have a credit card and their subscription hasn’t been canceled.
- Card expired: Sent one week before renewal when a member’s credit card has expired and their subscription hasn’t been canceled. Sent only once per card.
The Subscription is past due template will notify members that a renewal payment failed. Specific decline reasons, such as insufficient funds or a declined card, are available in Stripe. Memberful only receives whether the charge succeeded or failed.
- Subscription expiring soon: Sent 48 hours before a canceled subscription expires.
- Subscription is past due: Sent when a subscription becomes past due.
- Subscription expired: Sent when a subscription has expired, including subscriptions that expired because the member didn’t add a credit card before the end of a trial.
- Subscription renewal reminder: Sent before a subscription renews — 31 days ahead for plans of a year or longer, and 14 days ahead for plans of three to eleven months.
- Trial ending: If the trial requires a credit card and lasts for 7 days or longer, this email will be sent 5 days before it renews. We will stop sending this email if you edit the plan to no longer offer a trial, even if a member is currently in a trial.
- New reward: Sent when a member earns a referral reward.
- Subscription canceled: Sent two days after a member cancels a subscription, if they are not eligible for a retention discount.
- Retention discount: Sent one hour after a member cancels a subscription, if they are eligible for a retention discount.
- Welcome group subscription manager: Sent to new group managers after they purchase a group subscription.
- Welcome new group subscription member: Sent to new members after they join a group subscription.
- Request to join a group subscription: Sent to group managers when a member requests approval to join a group subscription.
- Sign in link: Sent when a member requests a sign in link.
- Create password: Sent when a member requests to create a password.
- Password reset: Sent when a member has lost or forgotten their password.
Review available variables
Global Available for these templates: Welcome message, Welcome back, Payment receipt, Payment refunded, Checking in, Password reset, New free member created, Discord invite.- Site name: The name of the site configured in Website → General settings.
- First name: The first name of the email recipient.
- Plan name: The name of the subscription’s plan.
- Renewal amount: The renewal price for the subscription.
- Renewal date: The renewal date for an active subscription or the expiration date for an inactive subscription.
- Site name
- Gift giver name
- Gift giver email
- Gift recipient name
- Gift recipient email
- First name
- Member count
- Plan name
- Renewal discount
- Site name
- Discount amount (Retention discount only)
- First name
- Plan name
- Site name
- Subscription duration
- Renewal amount (Subscription canceled only)
- Renewal date (Subscription canceled only)
- Plan name
- Group subscription manager name (Welcome new group subscription member only)
- Group subscription manager email (Welcome new group subscription member only)
- Group subscription member name (Request to join a group subscription only)
- Group subscription member email (Request to join a group subscription only)