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Email Notifications and Triggers

All Editable Email Templates, Where They Go, and What Triggers The Notification

Updated over 2 months ago

Club Member Notifications

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

New Member Welcome (to member)

When a new club member signs up by themselves, OR when an admin adds a new member

Club Member

To enable/disable, in General Settings, search for: 'Don’t send member welcome email'

Credit Card Expired (to member)

When an order attempts to process and charge a customer's card on file, and the card has expired

Club Member

To enable/disable, in General Settings, search for: 'Disable invalid CC member email alert.'

Forgot Password (to member)

When a member clicks the 'Forgot Password' link

Club Member

Member Online Cancellation (to member)

Automatically sends when a member cancels their membership online

Club Member

Member Cancellation Confirmed (to member)

When a user on the dashboard cancels a member account.

Club Member

To enable/disable, navigate to General Settings and search for: 'Notify Member on membership cancellation.'

New Membership (to club manager)

When a new member has signed up, OR been added by an admin

Club Manager

Membership Updates (to club manager)

When the member changes their club or information online

Club Manager

To enable/disable, in General Settings, search for: 'Disable Member updates notification.'

Member Online Cancellation (to member)

Automatically sends when a member cancels their membership online, OR an admin cancels the account

Club Manager

Welcome Free Club Email (to member)

Automatically sends to a new free club member when they sign up on their own

Club Member

Gift Membership Notifications

Notification Title

Notification Trigger

Recipient

Gifted Club Member Welcome (to recipient)

When a Wine Club Membership is Gifted

Gift Recipient (Member)

New Gift Club Member (to admin)

When a Wine Club Membership is Gifted

Admin (Main email)

New Gift Club Order (to club manager)

When a Gift Club order is placed

Club Manager

Gift Club Order Processed (to giver)

When a Gift Club Order is processed

Gift Giver

Gift Club Processed (to recipient)

When a Gift Club Order is processed, and the recipient is having their order shipped to them

Gift Recipient (Member)

Gift Club Pickup Processed (to recipient)

When a Gift Club Order is processed and ready for pickup

Gift Recipient (Member)

Gift Club Shipping Tracking (to recipient)

When a Gift Club Order is processed and shipped

Gift Recipient (Member)

Gift Club Membership Expired (to recipient)

When a Gift Club Membership has expired

Gift Recipient (Member)

Gift Club Membership Expired (to admin)

When a Gift Club Membership has expired

Admin (Main email)

Gift Card Notifications

Notification Title

Notification Trigger

Recipient

Gift Card Received (to recipient)

When a gift card is purchased online or on the POS & is emailed

To Recipient

Gift Card Order Placed (to admin)

When a gift card is ordered online

To Admin

Gift Card Order Placed (to gift giver)

When a gift card is ordered online

To Gift Giver

Subscription Notifications

Notification Title

Notification Trigger

Recipient

Subscription Order Placed

When a subscription order is placed (subscribed to a renewal period on checkout)

To Subscriber

Subscription Order Processed

When a subscription renewal order is processed

To Subscriber

Order Placed Notifications

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

Order Placed (to customer)

When an order is placed on the web store

To Customer/Member

Pickup Order Placed (to customer)

When a pickup order is placed on the web store

To Customer/Member

Abandoned Cart Order Reminder (to customer)

When a customer leaves their shopping cart unattended for a designated period of time (Customizable)

To Customer/Member

To enable/disable, in General Settings, search for: 'Abandoned Cart Reminder term in days.'

Order Placed (to admin)

When an order is placed on the web store

To Admin

Pickup Order Placed (to admin)

When a pickup order is placed on the web store

To Admin

Order Updated

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

Club Order Updated by Member

When a member's club order is updated (Shipping)

To Admin

Pickup Club Order Updated by Member

When a member's club order is updated (Pickup)

To Admin

To enable/disable, navigate to General Settings and search for 'Send member notification on club order pickup.'

Order Declined

Notification Title

Notification Trigger

Recipient

Club Order Process Declined CC

When a member's club order couldn't be processed due to a declined card (Shipping)

To Member

Club Pickup Order Process Declined CC

When a member's club order couldn't be processed due to a declined card (Pickup)

To Member

Order Processed Notifications

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

Order Processed (to customer)

When an order is placed by a non-member (Shipping)

To Customer

To enable/disable, in General Settings, search for: 'Disable payment processed confirmation'

Pickup Order Processed (to customer)

When an order is placed by a non-member (Pickup)

To Customer

Club Order Processed (to member)

When a club order is processed (Shipping)

To Member

To enable/disable, in General Settings, search for: 'Disable billing notification on processing'

Club Pickup Order Processed (to member)

When a club order is processed (Pickup)

To Member

Club Order Picked Up (to member)

When a club order is picked up

To Member

To enable/disable, in General Settings, search for: 'Send member notification on club order pickup'

Refund/Surcharge Notifications

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

Order Refund/Surcharge (to customer)

When an order is refunded or a surcharge is added to a non-member order (Shipping)

To Customer

Pickup Order Refund/Surcharge (to customer)

When an order is refunded or a surcharge is added to a non-member order (Pickup)

To Customer

Club Order Refund/Surcharge (to member)

When a club order is refunded or a surcharge is added to a member's club order (Shipping)

To Member

To enable/disable, in General Settings, search for: 'Disable club order update customer alert'

Club Pickup Order Refund/Surcharge (to member)

When a club order is refunded or a surcharge is added to a member's club order (Pickup)

To Member

Shipment Tracking Notifications

Notification Title

Notification Trigger

Recipient

Notify Order Email Shipping Tracking

When an order placed through the web store or POS is shipped

To Customer/Member

Notify Order Email Club Shipping

When a club order is shipped

To Club Member

Shipping Returned

When a shipped order is marked as returned

To Customer/Member

Tracking notification on scan (to customer)

To Customer

Order Voided Notifications

Notification Title

Notification Trigger

Recipient

Order Voided

When an order is placed on the web store or POS and is then voided/refunded (Shipping)

To Customer/Member

Pickup Order Voided

When an order is placed on the web store or POS and is then voided/refunded (Pickup)

To Customer/Member

Club Order Voided

When a club order is voided/refunded (Shipping)

To Member

Club Pickup Order Voided

When a club order is voided/refunded (Pickup)

To Member

POS Order Notifications

Notification Title

Notification Trigger

Recipient

POS Order Placed

When a POS order is placed

To Customer/Member

POS Order Placed

When a POS order is placed

To Admin

Event Notifications

Notification Title

Notification Trigger

Recipient

Enable/Disable Options

Event Reminder

(Customizable) Will trigger when the set reminder date is hit

To Customer/Member

To enable/disable, in General Settings, search for: 'Reservation reminder email'

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