> ## Documentation Index
> Fetch the complete documentation index at: https://memberful.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Email templates

> Edit Memberful's transactional email templates to match your brand, customize subject lines and copy, and drive members to take key actions.

export const RelatedDocs = ({link1, link2, link3, link4, link5, link6, link7, link8, link9, link10, className = ""}) => {
  const links = [link1, link2, link3, link4, link5, link6, link7, link8, link9, link10].filter(Boolean);
  if (!links.length) return null;
  return <section className={`related-docs border dark:border-gray-700 rounded-2xl px-6 py-4 mt-6 ${className}`}>
      <p className="mb-2 font-medium">
        <strong>Related help docs:</strong>
      </p>
      <ul className="space-y-1 mb-1 mt-1">
        {links.map((link, index) => <li key={index}>
            <a href={link.url}>{link.label}</a>
          </li>)}
      </ul>
    </section>;
};

In this help article, we'll explore the email templates we send, how to customize and test them, and how to view a member's email history. We'll also apply your custom branding to the templates.

## Configure sending details

Go to *Members → Settings* to edit the name and reply-to email associated with all transactional emails sent by Memberful on your behalf.

<Frame>
  <img src="https://mintcdn.com/memberful/0sA94k065n1qKJXK/images/customize/email-templates/sending-details.png?fit=max&auto=format&n=0sA94k065n1qKJXK&q=85&s=400ef6826fc1dc6e43898c09040d44e0" alt="Sending details" width="1440" height="834" data-path="images/customize/email-templates/sending-details.png" />
</Frame>

Alternatively, you can send white-label emails using your own SMTP server or transactional email service. This can also be configured via *Members → Settings.* [Learn more.](/configuration/emails/white-label-transactional-emails/)

<Callout icon="lightbulb" color="#0072EC">
  **Operator tip 💡** Using a member's name instantly creates connection and encourages engagement. This is key if you want them to take action in your membership. Since long-term success depends on building trust early, make sure to [leverage all your available variables](/configuration/emails/email-templates/#review-available-variables) to add a personal touch.
</Callout>

## Test the email templates

As you're editing your email templates, you can send a test email to yourself by clicking the **Send a test email** button at the bottom of the page. This button is not available on accounts in test mode unless you add a payment method.

<Frame caption="Send a test email">
  <img src="https://mintcdn.com/memberful/0sA94k065n1qKJXK/images/customize/email-templates/send-a-test-email.png?fit=max&auto=format&n=0sA94k065n1qKJXK&q=85&s=b2e2e92b6e2b296c5cb5c6e9655f6684" alt="Send a test email" width="1440" height="860" data-path="images/customize/email-templates/send-a-test-email.png" />
</Frame>

For accounts in [test mode](/overview/getting-started/make-test-purchases/) without a payment method, we don't send most transactional emails. The exception is the sign-in email as it's required to test the sign-in flow as a member. We have a special template that goes to the account owner in that case.

Once you've added a payment method, you'll unlock the rest of the templates and will be able to send and receive up to 25 transactional emails per day, and you'll see the **Send a test email** button.

After your site is live, to test how the email templates are being triggered without affecting current emails being sent, you can open a separate Memberful account and leave it in test mode, or use a service like [PutsMail](https://putsmail.com).

## Edit the email templates

Go to *Members → Templates.* All email templates are enabled by default except for the *Welcome message,* *Welcome back,* and *Checking in.*

[Click an email template](#review-available-templates) to edit it.

<Frame>
  <img src="https://mintcdn.com/memberful/0sA94k065n1qKJXK/images/customize/email-templates/html-email-template.png?fit=max&auto=format&n=0sA94k065n1qKJXK&q=85&s=f2060ef5a5276451b122569075eff413" alt="HTML email template" width="1440" height="434" data-path="images/customize/email-templates/html-email-template.png" />
</Frame>

You can edit the subject line and the default text. You can also click **Add variable** to view the [available variables](#review-available-variables) and add them to the template. Click **Reset to default** to return to the default text.

<Frame>
  <img src="https://mintcdn.com/memberful/0sA94k065n1qKJXK/images/customize/email-templates/html-email-template-edit.png?fit=max&auto=format&n=0sA94k065n1qKJXK&q=85&s=eae5cc5fd29694e0cce4da5063235621" alt="Edit HTML email template" width="1440" height="1125" data-path="images/customize/email-templates/html-email-template-edit.png" />
</Frame>

Click **Save changes** when you're done editing.

## 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 emails**

* **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 subscription hasn't been cancelled.
* **Card expired:** Sent one week before renewal when a member's credit card has expired and subscription hasn't been cancelled. Sent only once per card.

We send the *Card missing* and *Card expired* emails once a day at 9AM UTC. How does this impact your members? Here's an example:

Let's say a member signs up for a 7-day trial on March 1st at 10 AM UTC; we will have already sent the emails for the day. Once we check again on March 2nd, the subscription will now expire in 6 days, so the member won't be eligible to receive the emails.

**Subscription emails**

* **Subscription expiring soon:** Sent 48 hours before a cancelled 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.
* **Yearly renewal reminder:** Sent 31 days before a member's yearly subscription is due for renewal.
* **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.

**Referrals**

* **New reward:** Sent when a member earns a referral reward.

**Retention**

* **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.

**Group subscription emails**

* **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.

**Maintenance emails**

* **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, Order refunded, Checking in, Password reset, New free member created, Discord invite*.

* **Site name**: The name of the site as configured in *Website → Settings.*
* **First name**: The first name of the email recipient.

**Subscriptions**

Available for these templates: *Subscription expiring soon, Subscription is past due, Subscription expired, Card expired, Card missing, Yearly renewal reminder, Free trial ending*.

* **Plan name**: The name of the subscription's plan.
* **Renewal amount**: The renewal price for the subscription.
* **Renewal date**: The renewal (or expiration, if inactive) date for the subscription.

**Gifts**

Available for these templates: *Gift delivery, gift payment receipt*.

* **Site name**
* **Gift giver name**
* **Gift giver email**
* **Gift recipient name**
* **Gift recipient email**

**Referrals**

Available for these templates: *New reward*.

* **First name**
* **Member count**
* **Plan name**
* **Renewal discount**
* **Site name**

**Retention**

Available for these templates: *Retention discount, subscription canceled*.

* **Discount amount** (*Retention discount* only)
* **First name**
* **Plan name**
* **Site name**
* **Subscription duration**
* **Renewal amount** (*Subscription canceled* only)
* **Renewal date** (*Subscription canceled* only)

**Group subscriptions**

Available for these templates: *Request to join a group subscription, Welcome new group subscription member, Welcome group subscription manager*.

* **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)

## View a member's email history

You can access a log of the transactional emails we send to members on your behalf. [Learn more.](/member-management/subscription-management/admin-member-management/#view-their-email-history)

<RelatedDocs
  link1={{
url: "/configuration/emails/white-label-transactional-emails/",
label:
"Send white-label emails using your own SMTP server or transactional email service.",
}}
  link2={{
url: "/configuration/branding/branding/",
label: "Customize the look and feel of member-facing pages and emails.",
}}
/>