InstaPayments
  • Welcome to InstaPayments FAQs
  • Taking Payments
  • Branding My Account
  • Forms
    • Form Types
    • Pre-populating Forms
    • Donation Forms
    • One Time Charge Forms
    • Flexible Quantity Forms
    • Multiple Plans Selection
  • Form Features
    • Anchor Dates
    • Custom Fields
    • Setup Fees
    • Installment Payments
    • Taxes
  • User Portal Features
    • Setting Up Your User Portal
    • Single Sign On
  • Notifications
    • Creating a Notification
  • Getting Started
    • Taking Payments
  • Integrations
    • Hubspot
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  1. Notifications

Creating a Notification

With notifications you can trigger an email to be sent to your or your customer based on almost any Stripe event.

The short guide to creating a notification is the following:

  1. Make sure you have a from email address verified. This requires you receive an email at that address and click a link. You can then send emails from that address.

  2. Define a template. This will be the text your customer (or yourself) receives.

  3. Create a Send Event or a Trigger. This will ask you based on what event you want to send the email. See the list below. Be sure to mark it as active for the emails to actually get sent out.

What's a Stripe Event? A few examples:

  • Subscription Created

  • Charge Created

  • Subscription Payment Failed

  • Trial is about to end

  • Subscription Renews in X Days

  • Subscription Successfully Renewed

The email bodies themselves are defined as templates. These can be written in markdown and/or html with liquid templating for various Stripe objects. This means you can write an email like this:

Hello!

Thanks for signing up with {{branding.organization_name | default: "us"}}.

You can update your payment method at any time at this link.  

[Update your Card](https://forms.instapayments.io{{customer.update_url}})

And it will evaluate to:

Hello!

Thanks for signing up with us.

You can update your payment method at any time at this link.

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Last updated 5 years ago

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