Email merchandise basket content

We've just started selling a few items of club merchandise, each set up as a separate CBSubs merchanise plan. Each plan has a couple of options for size, colour. Is there a mechanism to have the paid basket content, which might well have items from multiple plans and associated options, sent to by email to recipient(s) of my choice please?

That's doable by scheduling a CBSubs Mailer to send on the "Latest paid basket's payment date" date condition. Leaving the email as HTML. Then using any of the following substitutions to insert the basket HTML.

Entire invoice including the summary = [INVOICE_CONTENT_HTML]
Invoice summary = [INVOICE_ITEMS_HTML]
Basket summary = [BASKET_CONTENT_HTML]

The below is a working example.

Message subject: Invoice
Message body: [INVOICE_ITEMS_HTML]
Send email in: HTML
Automatically send message starting at: at
Relative to this date: Latest paid basket's payment date

Now you'd just need to run the CBSubs Mailer automation URL on whatever schedule you want (e.g. hourly, daily, etc..).

Thanks! I didn't know about this functionality. I set it up as you suggested, with these triggers on the basic tab and didn't touch the conditions and groups tabs, nothing set there.
 

I then triggered it manually to both process mailer rules into queue and then to process mailqueue, from the automation settings page. I got about 100+ emails some dating from baskets in 2021, from all plans including our main subscription plans. There are two problems:

1. I think I asked only to start sending from baskets no more than 6 months old, but it seems to have gone back 4 years or so.
2. I'm not interested in our subscription plans. I specifically want emails just from our new merchandise plans. On the conditions tab it looks like I could restrict the rule to a specific subscription plan, but the merchandise plans aren't listed there. Is there a way to restrict emailing to specific merchandise plans only?

Perhaps this is of relevance?
 

I think I asked only to start sending from baskets no more than 6 months old, but it seems to have gone back 4 years or so.

You didn't configure a "But do not send message if it's later than". All you configured is to automatically send 6 months before last paid basket, which doesn't make much sense. My instructions were to use "at". If you want to limit this time frame I'd recommend the below.

Automatically send message starting at: at
Relative to this date: Latest paid basket's payment date
But do not send message if it's later than: 1 week (7 days) after

This comes out to "send an email at latest paid baskets payment date, but not if it's 7 days after that date.".

I'm not interested in our subscription plans. I specifically want emails just from our new merchandise plans. On the conditions tab it looks like I could restrict the rule to a specific subscription plan, but the merchandise plans aren't listed there. Is there a way to restrict emailing to specific merchandise plans only?

Merchandise plans have no subscription row to check against. So that's a bit tricky. You could try the following.

First condition: NOT this condition:
Any of the following plans subscriptions: SELECT_SUBSCRIPTION_PLANS_HERE

Basically you exclude your subscription plans. This would then only send for Donation and Merchandise plans.

Perhaps this is of relevance?

That's probably just from it trying to load your really old baskets for the mailer. It's safe to ignore since it happened around the same time as the mailer.

Thanks, that helped. I have it set to start sending at 2 days before the latest paid basket's payment date and not send later than 1 week after. I'm triggering this with cron daily at 23:55. (I was worried about missing some if I set it to "at".)

 

To filter membership subscription baskets, I've set a condition that no subscription plan is required and [ITEMS NAME] does not contain "membership". (Image attached). That worked fine in a trial yesterday, but today there's a problem.

Two emails were correctly sent, whilst two more were not. Here are the baskets that should have been considered by the mailer. I correctly received email for the two boxed in green, #2, 5. The two boxed in red #1, 3 are missing. The remaining basket #4 was correctly filtered because it's a membership subscription. What I notice is that the two missing emails are for the later of the two baskets in each case from the same user.

 

Is there something intentionally filtering a second basket from the same user, or is this unexpected? Or, is there some other mistake in my configuration?