MAIL: Cancellation Notifications

Unfortunately in business, some clients will come and go, you may want to chase them up if they leave, so we have added a notification function to your /admin/settings MAIL tab so you can send an email to a set email address with the details of the notification.

To set up this notification, which is off by default, simply access your backend and go to SETTINGS

Click on the MAIL tab and scroll to the bottom

1. Cancellation Notification Email Address - this is the email you want this cancellation notificaton sent to. If you want to automate a follow up, send to a VA etc, you can do that here.

To automate, you can use a Zapier email address to "catch" this into a webhook and send the data to HighLevel or another system.

2. Subject - by default this subject is "One of your customers has cancelled their plan". You can update this to be more meaningful if you need

3. Cancellation Email Content - we have set a default notification which includes some merge tags for the customer name, customer email and plan name.