How to Use the Subscription Email Sequence

Modified on Tue, 22 Sep at 1:23 AM

Every subscription goes through a series of moments — a welcome, a renewal, maybe a failed payment, maybe a cancellation. The Subscription Email Sequence automatically sends the right email at each of these moments, so your customers always know what's happening with their subscription — without you writing a single email by hand.

This article covers where to find these emails, how the Default / Shared / Customized system works, how to edit an email, how to add optional Follow-ups, and what each subscription event actually means.

✅ Why this matters Without this, you'd have to remember to manually email every customer who cancels, every customer whose card fails, every customer whose trial is ending — an impossible task at any real scale. With the Subscription Email Sequence, FlexiFunnels sends a sensible default email the instant each event happens, and you can rewrite any of them to match your voice, or turn any of them off entirely.

1. Where to Find It

Open the product's settings menu and click Email. At the top of the page you'll see two tabs: Cart Abandonment and Subscription Email Sequence. Click Subscription Email Sequence.


Product settings → Email → Subscription Email Sequence


At the top, a note explains exactly how this page works:

"Each event below sends one email to your customer straight away. Edit any of them to use your own wording for this product, or turn one off to stop it being sent."

2. The Full List of Subscription Events

Every row under SUBSCRIPTION EVENTS represents one moment in a subscription's life. All of them are currently set to "Sent once, immediately."


Events Breakdown

EventFires when…
Welcome (no trial) DEFAULTA customer subscribes to a plan with no free trial.
Welcome (with trial) SHAREDA customer starts a free trial.
Trial Ending SHAREDA free trial is about to end (no Follow-ups option on this one).
Trial Converted SHAREDA free trial successfully converts into a paid subscription.
Renewal Successful DEFAULTA recurring payment is charged successfully.
Cancellation SHAREDThe customer requests to cancel.
Cancellation Confirmed DEFAULTThe cancellation has been fully processed.
Payment Failed SHAREDA recurring charge is declined.
Paused SHAREDThe subscription is put on hold.
Resumed SHAREDA paused subscription is started again.
Billing Extended DEFAULTThe billing period is extended (e.g. a grace period after a failed payment).
Expired DEFAULTThe subscription reaches the end of its term.
Payment Receipt DEFAULTA successful payment is made (sent as a receipt).
Refund DEFAULTA payment on the subscription is refunded.
? Turning an event off Each row has a toggle on the right. Switch it off and that email simply won't be sent for this product — nothing else changes.

3. Understanding the Badges: Default, Shared, and Customized

Next to each event name you'll see one of three badges. These tell you where the current wording is coming from:

BadgeMeaning
DEFAULTThis product is using FlexiFunnels' original, unedited email — nobody has customized it at any level.
SHAREDThis product is using your account-wide version of the email — the one you (or someone on your team) customized in Settings, which applies to every product that hasn't been given its own override.
CUSTOMIZEDSeen on the account-level Settings page — this event's account-wide default has been edited away from FlexiFunnels' original wording.
✅ How the three levels fit togetherThere are three layers, and each one only overrides the layer below it if you actually touch it:
  1. FlexiFunnels' built-in default — used everywhere until you change something.
  2. Your account-wide version — edited once in Settings → Email → Subscription Product Email, applies to every product (shown as SHARED on the product page).
  3. A product-specific override — edited directly on this product's Email page. The product page note says it plainly: "Anything you don't change here uses your shared copy from Settings."
Editing a single product doesn't affect any other product. Editing the account-wide Settings version affects every product that hasn't been given its own override.

4. Editing an Email

Click Edit on any event row.



The Edit window — subject, rich text body, live preview, and merge tags


The Edit window title reminds you: "Saving here applies to this product only." It contains:

  • Subject — the email's subject line, pre-filled with a default like "Welcome to {{product_name}} — your subscription is active."
  • Body — a rich text editor (bold, underline, italic, strikethrough, font size, text color, lists, alignment, links, images, expand, and an HTML code view) with a live preview of exactly how the email will look.
  • Merge Tags — a reference list of placeholders you can insert into the subject or body, which get replaced with the customer's real data when the email sends.

Available merge tags include:

{{name}} {{product_name}} {{price}} {{amount}} {{next_charge_date}} {{trial_end_date}} {{trial_days}} {{support_url}} {{invoice_due_date}} {{due_since_date}} {{days_past_due}} {{pay_now_url}}

? Tip Not every merge tag makes sense for every event — {{trial_end_date}} is useful in a trial email, while {{days_past_due}} belongs in a payment-failed email. Use whichever tags are relevant to the specific event you're editing.
Click Save to apply your changes to this product, or Cancel to discard them.

5. Adding Follow-up Emails

Most events (all except Trial Ending) have a Follow-ups button. This lets you queue up one or more extra emails to send some time after the main event email.

Click Follow-ups on any event row.

The Follow-ups window starts empty — click Add first follow-up to create one

Click + Add first follow-up (or + Add follow-up to add another one later).


Configure when the follow-up sends and what it says


Each follow-up step has:

  • Timeline (left panel) — a numbered list of your follow-up steps for this event. Click + Add follow-up to add more steps.
  • Send on — a number.
  • Unit — e.g. days.
  • Timing — e.g. After this email is sent.
  • Subject and Body — the follow-up email's own content, with the same rich text editor as the main email.
  • Remove — deletes this follow-up step.
⚠️ Follow-up timing is NOT chained The form explains this directly: "Sends 1 day after this email is sent — each step is timed from here, not chained one after another." That means if you add a second follow-up set to "3 days," it sends 3 days after the original event emailnot 3 days after the first follow-up. Every step's countdown starts from the same original moment.
⚠️ Follow-ups don't send yet — they're saved as drafts Both the Follow-ups window and the add-follow-up form say plainly: "Saved now, delivered once follow-up scheduling is live." This means you can build out your entire follow-up sequence today, but the emails will not actually be delivered to customers until FlexiFunnels turns on follow-up delivery. Draft them now so they're ready to go the moment the feature activates.
Click Save follow-ups to save your draft sequence, or Remove all (bottom-left, in red) to clear every follow-up step for this event.

6. Editing the Account-Wide Defaults

On the product's Email page, click Edit default emails in Settings (top-right) to jump to the account-wide version. This takes you to Settings → Email Settings, on the Subscription Product Email tab.


Settings → Email Settings → Subscription Product Email — the account-wide defaults used by every product


The note here explains it clearly: "These are default emails from FlexiFunnels. We use them for your subscription products — or you can edit any of them to make your own version. Turning an email off means it won't be sent to your customers."


Any event you've customized here shows a CUSTOMIZED badge along with a Reset to default button, which reverts that email back to FlexiFunnels' original wording.

? When to edit here vs. on the product Edit the account-wide Settings version when you want a change to apply to every subscription product you sell (e.g. your company name in the footer, your support email). Edit a specific product's Email page when only that one product needs different wording (e.g. a course-specific welcome message).

Common Use Cases

1. Match every product's tone without repeating yourself Set your brand voice once in the account-wide Settings version. Every product automatically shows SHARED and uses that voice — no need to re-edit 20 different products individually.
2. Give one flagship product its own personality Leave every other product on the shared default, but open this one product's Email page and edit Welcome (no trial) directly. Only this product changes; everything else keeps using the shared version.
3. Build a win-back sequence for failed payments Open Follow-ups on Payment Failed and draft a reminder for "1 day after this email," reminding the customer to update their card — ready to go live the moment follow-up delivery activates.
4. Turn off emails you don't want Don't want customers notified when billing is extended? Just toggle Billing Extended off for that product — no email is sent, nothing else changes.
5. Reset an experiment gone wrong If you customized the account-wide Cancellation email and want to go back to FlexiFunnels' original wording, click Reset to default on the Settings page.

Common Situations & Quick Fixes

❓ I edited an email on the product page, but another product still shows the old wording. That's expected — editing an email on a specific product's Email page only affects that product. To change wording for every product at once, edit the account-wide version in Settings → Email Settings → Subscription Product Email instead.
❓ My follow-up emails aren't sending to customers. This is expected right now. Follow-ups you create are saved as drafts — the interface itself says they'll be "delivered once follow-up scheduling is live." Keep drafting them; they'll start sending once that feature is turned on.
❓ I don't see a Follow-ups button on one of the events. Trial Ending is the one event without a Follow-ups option — it only has Edit. Every other event supports Follow-ups.
❓ I want a second follow-up to arrive a few days after the first follow-up, not after the original email. That's not how timing works here. Every follow-up step counts from the original event email, not from each other. If you want a follow-up 5 days after the first one (which sends at day 1), set its Send on to 6 days to land at the equivalent real-world date.
❓ What does the SHARED badge mean vs. CUSTOMIZED? SHARED appears on a product's Email page and means this product is using the account-wide version. CUSTOMIZED appears on the account-wide Settings page and means that account-wide version has been edited away from FlexiFunnels' original. They describe the same email from two different vantage points.
❓ How do I go back to FlexiFunnels' original wording? On the account-wide Settings → Email Settings page, click Reset to default next to any event marked CUSTOMIZED.

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