For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/platform-emails.md.
  • English
  • Which automatic emails does Clickmax send?

    Besides the emails you create in broadcasts and automations, Clickmax sends automatic emails when something happens in your account, your sales or your members area. They use the Clickmax look and can't be edited. Members-area emails are the exception: they use your area's name, logo and color.

    Every automatic email shows the recipient's address in the footer.

    Which language are the emails sent in?

    Automatic emails go out in Portuguese, English or Spanish, depending on who receives them:

    Who receives itLanguage
    You and your team (verification, products, affiliation, co-production, exports, password recovery)The language chosen under Settings → Language
    Someone signing up for ClickmaxThe language of the sign-up screen
    Someone invited to a workspaceThe language the invited person chose; if they never chose one, the language of whoever sent the invite
    Your buyers and membersThe language the person saw the checkout in on their last purchase. Since the checkout has no Spanish version, buyers whose browser is in Spanish get the emails in Spanish

    When no language was chosen, the email goes out in Portuguese. This applies to accounts that never changed the language and to purchases made before this option existed.

    Amounts in reais always use the Brazilian format (R$ 1.497,00), in every language. Dates follow the email's language and Brasília time.

    Anything typed by people is not translated: product name, the reason for a refusal and the text of members-area notices go out as written.

    To your buyers

    WhenWhat the email contains
    Pix generated at checkoutQR code, copy-and-paste code and expiration
    Pix expired unpaidLink back to the checkout
    Boleto generatedBoleto code, due date and link to view it
    Boleto overdue unpaidLink back to the checkout
    Payment approvedProduct, transaction ID, subtotal, discount and total
    Payment declinedProduct, payment method, amount and link to try again
    Purchase receiptPurchase details and access period
    RefundDetails of the refunded purchase
    Subscription createdFirst charge details and, if any, the grace period
    Trial startedTrial days, first charge date and amount, and access link
    Subscription canceledUntil when the already-paid access stays valid, when that date is known
    Product access releasedLink to access the purchased product

    Buyer emails include the product's support email for contact.

    To members-area members

    WhenWhat the email contains
    Area access grantedThe area name, a button that opens the sign-in screen with the member's email already filled in, and the area's support email. Sent when the person gets access to an area they didn't have yet: through a purchase, when added as a member, or when you add contacts to the members area from the CRM. Also sent when you resend the access link
    Access code requestedCode to sign in to the members area
    New notice publishedThe notice title and text and, if any, a button to read the full notice

    Members who already had access to the area don't get the email again when they join a new class in it. Contacts without an email don't receive it. If the area has no support email set, the email shows your account's email.

    Scheduling

    WhenWhat the email contains
    Appointment created, rescheduled or cancelled, to the contactContact name, event, date and time, attendant, meeting link (when there is one), calendar file (.ics) and a link to manage the appointment. On cancellation, also the reason
    Appointment created, rescheduled or cancelled, to the attendantThe same details, in the attendant's own language

    The contact receives the email in your account's language. If the agenda has its own email layout, it keeps being used, now with the appointment details filled in. Without its own layout, the email uses the standard Clickmax look. No email goes out with empty fields or unfilled variables.

    To you, the seller

    WhenWhat the email contains
    Account verification submittedConfirmation that your data is under review
    Verification needs correctionsThe reason given in the review, when there is one, and a link to fix it
    Verification rejectedLink to contact support
    Verification approvedLink to create your first product
    Product under review, approved or rejectedProduct name and, when rejected, the reason
    Product pending corrections or blockedThe reason and a link to edit the product or contact support
    Transfer requestedRequested amount
    Co-production added, changed or endedProduct and commission
    Contacts or opportunities export readyNumber exported and a link to download the file
    Workspace inviteWho invited you, the workspace name and the link to join
    Your Clickmax plan cancellation request receivedDate and time the cancellation takes effect and whether the account will also be deleted
    Your Clickmax plan cancellation completedUntil when the already-paid access stays valid and a link to reactivate a plan
    Cancellation request withdrawn by Clickmax supportConfirmation that the plan stays active, with no change to access or billing, and a link to view the plan

    To affiliates

    WhenWhat the email contains
    Affiliation request received (to the producer)Affiliate name, project and commission
    Affiliation under review, approved, rejected or endedProduct or project name
    Affiliate commission changedPrevious and new commission

    Account access

    WhenWhat the email contains
    Sign-up to ClickmaxLink to confirm the sign-up and how many hours until it expires
    Sign-up with an email that already has an accountLinks to sign in or recover the password
    Password recoveryCode to create a new password
    First accessCode and link to finish the sign-up

    When you buy a Clickmax plan

    WhenWhat the email contains
    Plan payment approvedThe payment details and an invite to the WhatsApp group for Clickmax plan customers, where notices, updates and tips about the plan are shared
    Welcome to the account created by the purchaseLink to open Clickmax and the same WhatsApp group invite

    The purchase confirmation page also shows the invite. It only appears when you buy a Clickmax plan: buyers of your products don't get it.