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 |
| 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 |
| Reminders | Before events/sessions as configured | |
| Webinars | Booking confirmation | When a user registers |
| 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 subscription pending lead | A booking request is received and is pending approval | |
| Calendar booking declined to lead | A booking request is declined | |
| Calendar subscription cancelled to lead | A booking is cancelled | |
| Calendar event cancelled to lead | A live event is cancelled | |
| Calendar forgot password | A user requests access to their calendar portal | |
| Calendar reminder notification to lead | Before scheduled events | |
| 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 reply to lead (via helpdesk thread) | An agent replies via the helpdesk interface (and seamless communication is enabled) | |
| Helpdesk reply to lead (via email thread) | An agent replies via the email (and seamless communication is enabled) | |
| Helpdesk new ticket confirmation to lead | A ticket is submitted | |
| Membership notifications | Membership welcome notification | Access to a membership is granted |
| Membership: new post unlocked | Content becomes available via drip schedule | |
| Membership password resend | A member requests a password reset | |
| Transactional notifications | Rebill failure alert to buyer | A recurring payment fails |
| Order confirmation to buyer | After a successful purchase | |
| Download link to buyer | After purchasing a downloadable product | |
| Rebill confirmation to buyer | A recurring payment is successful | |
| Subscription cancellation to buyer | A subscription is cancelled | |
| Refund full confirmation to buyer | A full refund is issued | |
| Card expiration notification | A saved card is nearing expiration | |
| 1-day pre-rebill notification | 1 day before a recurring charge | |
| 3-day pre-rebill notification | 3 days before a recurring charge | |
| 7-day pre-rebill notification | 7 days before a recurring charge | |
| Refund partial confirmation to buyer | A partial refund is issued | |
| SCA: rebill notification to buyer | Additional authentication is required | |
| Rebill failure alert to buyer - final notice | After repeated rebill failures | |
| Subscription cancellation pending email to buyer | Cancellation is scheduled at end of billing cycle | |
| Subscription cancellation reverted email to buyer | A cancellation request is undone | |
| Chargeback confirmation to buyer | A chargeback is registered | |
| Survey notifications | Traditional & Personality survey confirmation | A survey is submitted |
| Scored quiz confirmation | A quiz is completed | |
| Webinar notifications | Webinar subscription confirmation to lead | A user registers |
| Webinar before reminder notification to lead | Before the webinar | |
| Webinar after reminder notification to lead | After the webinar | |
| Webinar resend live room link to lead | You hit the resend button in the registrants list | |
| 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 subscription pending vendor | A booking is pending approval | |
| Calendar subscription declined to vendor | A booking is declined | |
| Calendar subscription cancelled to vendor | A booking is cancelled | |
| 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 subscribes to a sequence | A contact joins a sequence | |
| Lead subscribes to a list | A contact joins a list | |
| Lead subscribes to a membership | A contact is granted access to a membership | |
| Membership notifications | Membership new comment posted | A comment is added |
| Comment pending moderation | A comment requires approval | |
| Transactional notifications | Order confirmation to vendor | After a sale |
| Subscription cancellation to vendor | A subscription is cancelled | |
| Subscription cancellation pending email to vendor | A cancellation is scheduled | |
| Refund full confirmation to vendor | A full refund is issued | |
| Rebill confirmation to vendor | A recurring payment is successful | |
| Chargeback confirmation to vendor | A chargeback occurs | |
| New shipping order | A physical product order is created | |
| Refund partial confirmation to vendor | A partial refund is issued | |
| Subscription cancellation reverted email to vendor | A cancellation is undone | |
| Vendor failed rebills notification | A rebill fails | |
| Vendor failed rebills final notification | After repeated rebill failures | |
| Survey notifications | Lead completes a survey | A survey is submitted |
| Lead completes an anonymous survey | An anonymous survey is submitted | |
| Webinar notifications | Webinar subscription confirmation to vendor | A user registers |