How to Customize the Master Email Template in ChargeBee

Creating a master template ensures that your branding remains consistent across all your emails. Follow these steps to customize the master email template in ChargeBee settings.

Step 1: Access Settings

• From your ChargeBee dashboard, go to Settings in the left-hand menu.
• Under Settings, select Configure ChargeBee and scroll down to Email Notifications.

Step 2: Customize Master Template

• In the Email Configuration page, click on Customize Master Template.

Sender Addresses

• This is the "from" email address your customers will see.
• Choose a verified sender address or add a new one that best reflects your brand.

CC/BCC Settings

• Define who else should receive a copy of your emails.
• This is useful for internal tracking or keeping your team in the loop.

Update the Subject Prefix

• This prefix will be added at the beginning of every email subject line.

Header

• This section appears at the top of every email.
• You can add your company logo, custom greetings, or any standard messaging you'd like to include.

Edit Sample Content

• Here's the sample content of the email.
• You can edit this content by navigating to the specific notification.

Configure the Footer

• This section typically includes notes, links to your website or self-service portal, and social media links.
• Keep in mind that you have the option to customize these details for each individual email notification.

Step 3: Publish and Test

• Once you're done customizing, click Publish.
• You can send a test email to check how the email will look on the other end.

And that's it! You've successfully customized the Master Template in ChargeBee.