Customizing Email Templates

Overview

Content Vault allows you to customize email templates for key subscription events, such as new subscriptions, payment failures, cancellations, and more. This ensures customers receive clear and branded communication for each action.

Step 1: Access the Email Templates

  1. Navigate to the Settings page in the Content Vault dashboard.
  2. Scroll down to the Email Templates section.
  3. Locate the template you want to modify.
  4. Click Edit Template next to the corresponding email.

Step 2: Customize an Email Template

  1. After clicking Edit Template, you’ll be taken to the email editor.
  2. Modify the subject line and email content as needed.
  3. Use dynamic placeholders (if available) to insert customer-specific details (e.g., subscription name, renewal date).
  4. Format the email with headings, bold text, or links as needed.
  5. Click Save to apply your changes.

Step 3: Available Email Templates

Below are the key email templates you can edit:

  • New Subscription – Drip: Sent when a customer subscribes to a drip subscription.
  • New Subscription – Vault: Sent when a customer subscribes to a vault subscription.
  • Subscription Payment Failed: Notifies the customer of a failed payment attempt.
  • Cancelled Subscription – Access Retained: Sent when a subscription is canceled, but the customer retains access.
  • Cancelled Subscription – Access Revoked: Sent when a subscription is canceled and access is revoked.
  • Payment Due Tomorrow: Notifies the customer that their subscription payment is due soon.
  • Subscription Paused – Access Retained: Sent when a subscription is paused, but access is retained.
  • Subscription Paused – Access Revoked: Sent when a subscription is paused, and access is revoked.
  • Subscription Resumed – Vault: Sent when a vault subscription is resumed.
  • Subscription Resumed – Drip: Sent when a drip subscription is resumed.
  • Vault Access with Download Links: Sent when a customer subscribes to a vault subscription with immediate file access.
  • Vault Files Have Been Updated: Sent when new files are added to an existing vault subscription.
  • Drip Access with Download Links: Sent when a customer subscribes to a drip subscription and receives access to the first drip.
  • New Drip Released: Sent when a new drip content release is available for the customer.

Step 4: Restore Default Templates

If needed, you can reset an email template to its original default settings:

  1. Navigate to the Email Templates section.
  2. Click Restore Default Template next to the email template you want to reset.
  3. Confirm your action.

Next Steps

Once your email templates are configured, customers will receive automated emails based on their subscription actions. You can revisit the Email Templates section anytime to make further adjustments.

Need help? Check out our Troubleshooting Guide or Contact Support.