This reference guide lists notifications by recipient and feature, so you can quickly understand when each email is sent.
All notifications are available in Settings > Email notifications
Some notifications can also be enabled, disabled, or adjusted within individual assets (see below)
For an overview of how notifications work and how to manage them, see Intro to Email notifications.
Important:
Not all notifications are enabled by default. Make sure to review and customize them based on your communication needs.
Notifications configured per asset
These can be managed in the main Email notifications area. Editing them per asset allows for more personalization.
Asset | Notification | Trigger |
Memberships | Welcome email | When access to a membership is granted |
Forms | Welcome message | Immediately after form submission |
Forms | Confirmation email | After a double opt-in is submitted, requiring confirmation of subscription |
Surveys | Confirmation email | After submission |
Calendars | Booking confirmation | When a booking is confirmed |
Calendars | Reminders | Before events/sessions as configured |
Webinars | Booking confirmation | When a user registers |
Webinars | Reminders | Before or after events as configured |
Notifications configured account-wide
To your contacts
Category | Notification | Sent when... |
Calendar notifications | Calendar subscription confirmation to lead | A booking is submitted/approved |
Calendar notifications | Calendar subscription pending lead | A booking request is received and is pending approval |
Calendar notifications | Calendar booking declined to lead | A booking request is declined |
Calendar notifications | Calendar subscription cancelled to lead | A booking is cancelled |
Calendar notifications | Calendar event cancelled to lead | A live event is cancelled |
Calendar notifications | Calendar forgot password | A user requests access to their calendar portal |
Calendar notifications | Calendar reminder notification to lead | Before scheduled events |
Calendar notifications | Calendar event rescheduled to lead | An event is rescheduled |
Campaign notification | Campaign share code notification | A campaign is shared via code |
Helpdesk notifications | Helpdesk forgot password | A user clicks the "Forgot password" button on the login page |
Helpdesk notifications | Helpdesk reply to lead (via helpdesk thread) | An agent replies via the helpdesk interface (and seamless communication is enabled) |
Helpdesk notifications | Helpdesk reply to lead (via email thread) | An agent replies via the email (and seamless communication is enabled) |
Helpdesk notifications | Helpdesk new ticket confirmation to lead | A ticket is submitted |
Membership notifications | Membership welcome notification | Access to a membership is granted |
Membership notifications | Membership: new post unlocked | Content becomes available via drip schedule |
Membership notifications | Membership password resend | A member requests a password reset |
Transactional notifications | Rebill failure alert to buyer | A recurring payment fails |
Transactional notifications | Order confirmation to buyer | After a successful purchase |
Transactional notifications | Download link to buyer | After purchasing a downloadable product |
Transactional notifications | Rebill confirmation to buyer | A recurring payment is successful |
Transactional notifications | Subscription cancellation to buyer | A subscription is cancelled |
Transactional notifications | Refund full confirmation to buyer | A full refund is issued |
Transactional notifications | Card expiration notification | A saved card is nearing expiration |
Transactional notifications | 1-day pre-rebill notification | 1 day before a recurring charge |
Transactional notifications | 3-day pre-rebill notification | 3 days before a recurring charge |
Transactional notifications | 7-day pre-rebill notification | 7 days before a recurring charge |
Transactional notifications | Refund partial confirmation to buyer | A partial refund is issued |
Transactional notifications | SCA: rebill notification to buyer | Additional authentication is required |
Transactional notifications | Rebill failure alert to buyer - final notice | After repeated rebill failures |
Transactional notifications | Subscription cancellation pending email to buyer | Cancellation is scheduled at end of billing cycle |
Transactional notifications | Subscription cancellation reverted email to buyer | A cancellation request is undone |
Transactional notifications | Chargeback confirmation to buyer | A chargeback is registered |
Survey notifications | Traditional & Personality survey confirmation | A survey is submitted |
Survey notifications | Scored quiz confirmation | A quiz is completed |
Webinar notifications | Webinar subscription confirmation to lead | A user registers |
Webinar notifications | Webinar before reminder notification to lead | Before the webinar |
Webinar notifications | Webinar after reminder notification to lead | After the webinar |
Webinar notifications | Webinar resend live room link to lead | You hit the resend button in the registrants list |
Webinar notifications | Webinar subscription cancelled to lead | A registration is cancelled |
To your affiliates
Notification | Sent when... |
New sale notification to affiliate | An affiliate generates a sale |
New sale notification to JV Broker | A referred affiliate generates a sale |
Pending affiliate approval notification | Affiliate was approved |
Pending affiliate rejection notification | Affiliate was rejected |
Payment notification to affiliates | Commissions are marked as paid |
To your team
Category | Notification | Sent when... |
Affiliate notifications | New affiliate notification to vendor | A new affiliate signs up |
Calendar notifications | Calendar subscription confirmation vendor | A booking is confirmed |
Calendar notifications | Calendar subscription pending vendor | A booking is pending approval |
Calendar notifications | Calendar subscription declined to vendor | A booking is declined |
Calendar notifications | Calendar subscription cancelled to vendor | A booking is cancelled |
Calendar notifications | Calendar event cancelled to vendor | An event is cancelled |
Helpdesk notifications | Helpdesk new ticket notification to vendor | A new ticket is created |
Lead action notifications | Lead fills in an optin form | A form is submitted |
Lead action notifications | Lead subscribes to a sequence | A contact joins a sequence |
Lead action notifications | Lead subscribes to a list | A contact joins a list |
Lead action notifications | Lead subscribes to a membership | A contact is granted access to a membership |
Membership notifications | Membership new comment posted | A comment is added |
Membership notifications | Comment pending moderation | A comment requires approval |
Transactional notifications | Order confirmation to vendor | After a sale |
Transactional notifications | Subscription cancellation to vendor | A subscription is cancelled |
Transactional notifications | Subscription cancellation pending email to vendor | A cancellation is scheduled |
Transactional notifications | Refund full confirmation to vendor | A full refund is issued |
Transactional notifications | Rebill confirmation to vendor | A recurring payment is successful |
Transactional notifications | Chargeback confirmation to vendor | A chargeback occurs |
Transactional notifications | New shipping order | A physical product order is created |
Transactional notifications | Refund partial confirmation to vendor | A partial refund is issued |
Transactional notifications | Subscription cancellation reverted email to vendor | A cancellation is undone |
Transactional notifications | Vendor failed rebills notification | A rebill fails |
Transactional notifications | Vendor failed rebills final notification | After repeated rebill failures |
Survey notifications | Lead completes a survey | A survey is submitted |
Survey notifications | Lead completes an anonymous survey | An anonymous survey is submitted |
Webinar notifications | Webinar subscription confirmation to vendor | A user registers |