Configuring Membership Emails

« MemberPress User Manual

Video Overview

MemberPress can send out emails to you and your users notifying when certain actions occur. To access the email feature in MemberPress, you can go to MemberPress > Options > then click on the "Emails" tab. The available Email templates are discussed in more details below.

Send Mail From

MemberPress will send out emails on your behalf using the information found in the "From Name:" and "From Email:" fields as seen below.   As a default, MemberPress will populate these fields with the Site Title and Email address located in your WordPress Settings > General page. If you are interested in using a third party mailing system like SendGrid, Mandrill, MailGun, Amazon SES, or any other, please visit this page where it is discussed in greater detail.

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Member Notices

These emails are triggered and sent to a user when a certain event occurs.

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Send Welcome Email - This email is sent to Welcome new users when they sign up for your membership site after a completed purchase. NOTE: this email will NOT be sent if you have a membership specific welcome email set in your Account tab of the membership options AND if the user corresponds to that membership. By default, this email will be sent to any other users that don't correspond to a membership specific welcome email. Also, the global (default) welcome email is ONLY sent to members once - so if an existing member purchases another membership later, they will not get it. So in that case, the membership specific emails would be better.

Send Payment Receipt Notice - This email is sent to a user when a payment has been completed.

Send Cancelled Subscription Notice - This email is sent to a user when a subscription has been cancelled.

Send Upgraded Subscription Notice - This email is sent to a user when they upgrade their  subscription.

Send Downgraded Subscription Notice - This email is sent to a user when they downgrade their  subscription.

Send Paused Subscription Notice - This email is sent to the user when  one of their subscriptions is paused.

Send Resumed Subscription Notice - This email is sent to the user when they resume a subscription.

Send Refunded Transaction Notice - This email is sent to the user when a transaction has been refunded.

Send Failed Transaction Notice - This email is sent to the user when a transaction of theirs has failed.

Send Credit Card Expiring Notice - This email is sent to the user when their credit card is expiring.

Admin Notices & Emails

These emails are received by the admin when an event occurs for a user. As a default, the "Admin Email Addresses" field will be populated with the Email address located in your WordPress Settings > General page. However, You can put as many emails in the field as you want, separated by commas. This will email the list of Admin emails whenever a user does any of the selected options below.

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Send New Signup Notice - This email is sent to you when a user registers for your membership site and their first transaction completes.

Send New One-Time Subscription Notice - This email is sent to you when a non-recurring subscription is created.

Send New Recurring Subscription Notice - This email is sent to you when a subscription is created.

Send Payment Receipt Notice - This email is sent to you when a payment comes through your membership site.

Send Cancelled Subscription Notice - This email is sent to you when a subscription is cancelled.

Send Upgraded Subscription Notice - This email is sent to you when a subscription is upgraded.

Send Downgraded Subscription Notice - This email is sent to you when a subscription has been downgraded.

Send Paused Subscription Notice - This email is sent to you when a subscription is paused.

Send Resumed Subscription Notice - This email is sent to you when a subscription is resumed.

Send Refunded Transaction Notice - This email is sent to you when a transaction is refunded.

Send Failed Transaction Notice - This email is sent to you when a transaction fails.

Send Credit Card Expiring Notice - This email is sent to you when a member's credit card is expiring.

How to edit the emails - You can edit the format of the emails by clicking on the "Edit" button next to them. This will drop-down a section where you can modify the Subject and Body of the emails. In the Body of the email you will see codes like this {$user_login}. When the email is sent, these values will be replaced with their actual values for that user. Each email template has a list of available codes for that particular email. You can use any of those codes in the Body of the email. See the full list of supported email codes here.

How to add custom fields in emails - You can add any custom fields entered into your Options > Fields of MemberPress to emails sent to Members or to Admins. To do this you can use {$usermeta:slug} where "slug" gets replaced with the slug of your custom field. Ie; {$usermeta:mepr_office_phone} could be an example. The slugs of your custom fields can be found here:

NOTES:

  • Custom fields are not utilized in test emails currently. To test the functionality of your custom fields in emails, do so with a real test signup.
  • If you're finding that your slugs are really long, try creating a new field first with an abbreviation of what you want the slug to be, click update at the bottom of the page, then edit the name to be how you want it to appear on your registration page. This will give you the slug you want with the name of the custom field you want as well. Be careful with this because if you delete and re-create a field to do this, all information entered into that field by existing members will be lost.