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  1. Guides
  2. Program Setup

Messaging

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Last updated 2 years ago

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Inveterate sends messages to your members that are triggered by events such as signing up for your membership, receiving credits, or or successful referral notifications.

You can customize your messages by adding your company logo and by adjusting the recommended copy loaded in by Inveterate.

Different Types Of Messages:

Account

Welcome is sent to a member as soon as they sign up for a membership. This welcomes them to the program.

Rebill Notice is sent to customers when they are due to renew their subscription.

  • If the billing frequency is annually, the email notification is to be sent 15 days before their renewal.

  • If the billing frequency is not annually, the email notification is to be sent 3 days before their renewal.

Credits

Credits Earned is sent to a member whenever they earn credits according to your program rules.

Credits Redeemed is sent to a member whenever they redeem their credits on your store.

Anniversary Credits is sent to a member when they earn anniversary credits according to your program rules.

Referrals

Referral Completed is sent to a member when they successfully complete a referral to your program.

At Risk

Credit Reminder is sent to a member once they reach the 'at risk threshold' you set in your . This reminds them that they have not redeemed any credits in your store for a certain number of days. For example - if you set a 90 day at risk threshold, the member will receive an email after 90 days of not redeeming any credits.

The sections below will teach you how to set up the content for each message and how to update global email styling.

messaging settings
Content
Messaging