How to Customize Bundle Email Settings in Membership project inside FlexiFunnels?

Modified on Wed, 1 Jul at 1:11 AM

What This Feature Does

When a customer purchases a course or upgrades to a higher bundle, FlexiFunnels automatically sends them an email with login details and access info. This feature lets you customize that email's subject and content instead of using the generic default.

Before You Start

There are two separate emailsyou can customize:
- Bundle Access — sent when a customer purchases and gets initial access
- Bundle Upgrade — sent when a customer upgrades to a different bundle
You can use shortcodes to auto-insert customer-specific details (name, login link, password, etc.)

Steps to Customize Bulk Emails:

1. Open Your Membership Project:

Begin by opening the membership project for which you want to customize the email settings.

2. Access Pricing Settings:

Navigate to the membership area and click on the "Pricing Settings" option.

3. Go to Bundle Email Settings:

After selecting the pricing settings, click on the "Bundle Email Settings"

4. Customize Email Content:

A popup will open displaying two options: "Bundle Access" and "Bundle Upgrade".
Select the appropriate tab based on whether you are customizing emails for new access or upgrades.

5. Edit Email Content:

Customize the email subject and content as needed. You can use the shortcodes provided to personalize the emails.

Available Shortcodes

Shortcode	Inserts
`{username}`	Customer's name
`{email}`	Customer's email address
`{password}`	Customer's account password
`{supportLink}`	Your support/help link
`{bundlename}`	Name of the bundle they purchased/upgraded to
`{url}`	Login URL for the membership area

Example usage:

Hi {username}, thanks for purchasing {bundlename}! Log in here: {url} using your email ({email}) and the password we've set for you: {password}. Need help? Reach us at {supportLink}.

6. Save Changes:

After customizing the email, make sure to click the "Save" button to apply the changes.

Real-World Scenario

Goal: Send a warmer, branded welcome email instead of the generic default.

Bundle Access tab:

Subject: Welcome to {bundlename}, {username}! ?
Body: Hey {username}, you're in! Your {bundlename} access is ready. Log in anytime at {url} using {email}. Your password is {password} — we recommend changing it after your first login. Questions? We're here: {supportLink}

Bundle Upgrade tab:

Subject: You've upgraded to {bundlename}!
Body: Hi {username}, your upgrade to {bundlename} is live. Head to {url} to access your new content right away. Need help finding anything? {supportLink}

Common Issues & Fixes

Problem	Likely Cause	Fix
Shortcode shows literal text like `{username}` instead of the name	Typo in the shortcode (extra space, wrong capitalization)	Copy shortcodes exactly as listed — they're case-sensitive
Customer didn't receive the email at all	Email may have gone to spam, or sending settings weren't configured	Check spam folder; verify email sending is properly configured for the project
Changes don't appear in the email customers receive	Forgot to click Save, or edited the wrong tab (Access vs Upgrade)	Re-check which tab you edited and confirm Save was clicked
Password shortcode shows blank	Customer account uses SSO/passwordless login (if supported)	Remove the `{password}` shortcode and direct them to use "forgot password" instead