Docs/Portal/Emails

Overview of customer emails

Set up UserHub to send lifecycle communications to your customers. The following

will automatically trigger email notifications.

Event Email description
Sign-upOccurs when an individual is invited to join your app.
Organizational invitationOccurs when a is invited to join an as a .
Trial ending soonOccurs 7 days before the trial ends or immediately if the trial length is less than 7 days.
Invoice paidOccurs when the invoice is paid (including all renewals).
Subscription endedOccurs when the ends; not when the cancellation is requested. The email will inform the customer that they have switched to the freemium if it is available.
Payment failedOccurs when any payment failure occurs.

Testing emails in staging and dev tenants

In UserHub staging and dev

, email notifications are disabled by default to prevent test emails from reaching your customers. In production , all emails are delivered by default.

To send test emails from non-production UserHub tenants, add a rule to the Email allowlist, which can be found in the tenant settings.

Configure email settings

Lifecycle emails use fields from your company profile, such as your support email, links to your terms of service, and more. You can further customize the appearance of emails by configuring the branding settings.

PreviousCallback handler
NextAdmin API

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