There are standard templates in place for the email alert messages this plugin sends. These standard text may not be what you need, so we recommend that you review and edit them as needed. To edit templates, you’ll need to go to the “E20R Templates” editor page.
You can use Substitution Variables to insert personalized information in the email templates. We’ll cover how to use substitution variables a little later.
Edit Templates (E20R Templates) page
To get to the E20R Templates editor, you have to navigate to the WordPress wp-admin page. Once there, you’ll find the link in the Tools menu.
The E20R Templates page already has suggested email templates for:
- Email Header,
- Email Footer,
- Recurring Payment Reminder,
- Membership Expiration, and
- Credit Card Expiration
We have included 3 basic messages by default. Each of the messages can have many different “Send Schedules”. Also, you can add new messages and day combinations for all message types. Just select the “*** Add new Message template ***” option in the drop down menu. Then configure your new message and send schedule.
Right now, there are 3 basic message types. The message type will select the functionality that the message gets applied to.
Recurring Payment: Used for recipients with active recurring billing subscription plans.
Expiration Message: Used for recipients who have expiring memberships
Credit Card Expiration: Used when a member’s credit card expiration date is approaching.
The system selects the message template based on the type and the send schedule for that type.
Say you have two different “Recurring Payment” templates configured.
One has a “Send Schedule” of “3 days before the event”. The second has a “Send Schedule” of ten days before the event. “The event” is whenever the payment gateway charges the recipient a recurring payment.
If today falls on the date that is ten days before the payment, the system will select the second message. If it falls on the date that is 9 days before the payment, we won’t send any reminder at all to this recipient.
Many messages of the same Message Type
You can have more than a single message of a message type. The Send Schedule is there to help you makes sure messages of the same “Message Type” won’t overlap.
If you have two messages of the same type scheduled for the same day, the last message in the list is sent.
The “day” value you can specify for the Send Schedule of a message have different meanings. The meaning will depend on the type of message you’re editing.
Recurring Payment: The value represents the number of days before the payment.
Expiration Message: Days before the user’s membership ends.
Credit Card Expiration: Days before the start of the credit card expiration month.
Editing a message
We use the standard WordPress Post/Page editor for the templates. That means you can insert images and whatever else your site supports.
You can also format the text as you wish, including indentation, etc. For embedded images will link back to your site’s Media Library. That means that when the user opens the message in their Inbox, images will load from your server.
You should keep this in mind when you create, or edit, templates. Message templates with images slows down the reading experience for your end users. This is because any image has to load from your web server.
As we’ve mentioned, you can also insert “Substitution Variables” in your messages.
A “substitution variable” is a code you can use to get the plugin to replace text with dynamic data.
One example: !!sitename!!
This specific code will cause the name of your blog/site show up in place of the code, wherever it is present.
We have a few different supported substitution codes at the moment. To use a substitution code, you have to wrap a code word in a leading and trailing pair of exclamation marks (!!). That way the system recognizes the code word as something different from normal text.
For example: The substitution variable !!name!! will get replaced with the recipients Full Name as the message is sent to them.
List of variables:
!!name!! – Recipients full name (if available)
!!user_login!! – The WordPress login name for the recipient
!!sitename!! – The name of this WordPress blog (Title)
!!membership_id!! – The ID number for the recipients current membership level
!!membership_level_name!! – The name for the recipients current membership level
!!siteemail!! – The email address configured in “Settings” -> “General”
!!login_link!! – The link to the WordPress login page for this site
!!display_name!! – The display name layout configured in the recipient’s user profile.
!!user_email!! – The email address for the recipient
!!currency!! – The configured PMPro Currency symbol for this site
!!cancel_link!! – The link to the PMPro membership “Cancel” page
!!billing_info!! – The recorded billing address for the recipient
!!saved_cc_info!! – The basic Credit Card information on record at Stripe.com for the recipient. The last 4 digits of the card number, the card type, plus the expiration month and year.
!!next_payment_amount!! – The amount charged to the recipients credit card for the recurring payment.
!!payment_date!! – When the recurring payment happens
!!membership_ends!! – The date when the recipients membership will end (if applicable).
Saving your Template
When you are happy with your new template message, you will need to save it. Click the “Save Template Settings” button, and wait for the page to reload.