Overview of customer emails

Set up UserHub to send lifecycle communications to your customers. The following events will automatically trigger email notifications.

Event Email description
Sign-upOccurs when an individual user is invited to join your app.
Organizational invitationOccurs when a user is invited to join an organizational account as a member.
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 subscription ends; not when the cancellation is requested. The email will inform the customer that they have switched to the freemium plan if it is available.
Payment failedOccurs when any payment failure occurs.

Testing emails in staging and dev tenants

In UserHub staging and dev tenant modes, email notifications are disabled by default to prevent test emails from reaching your customers. In production tenants, all emails are delivered by default.

To send test emails from non-production UserHub tenants, add email domains to your allowlist. Navigate to connections, then built-in email.

email delivery allowlist
email delivery allowlist

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.

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