Right now email templates are tied to events (subscription expiring, payment failure). Being able to create and manually send stock emails to customers would be useful. Email templates could be created for a variety of scenarios.
Example use cases:
Customer asks to update their card ->
Pull up customer in subscriptions, send email template with payment setup embedded
Customer asks for statement of account ->
Pull up customer in subscriptions, send email template with statement embedded9 votes
Please add BCC field so that we can BCC zoho CRM to link to customer profile directly.
This would be super helpful.3 votes
We'd need a placeholder for the subscription reference ID in the email notifications3 votes
I.e. An agreement document PDF attached to the new signup email, with some static text and a box on the left with space for the agreement holders name, address, the plan they are on, the start date and the price etc.3 votes
Inorder to record a copy of the invoice in our mail, kindly include the BCC column in the Email Templates. This will be useful to save the mail sent, revert on the same mail and save the invoices for future use.1 vote
Possibility to add emoticons into email template.1 vote
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