Updating your email notification settings – Help Center

You’ll need to be an Owner, Admin, Staff, or Read-only user to configure and receive email notifications.

ChartMogul offers two types of email notifications. Enable recap emails to receive daily, weekly, or monthly summaries of your business’ performance. Set up real-time notifications to receive updates for MRR movements within a range of your choosing.

Here’s what we cover in this article:

Default email notifications
- Default recap emails
- Default real-time notifications
Updating email notification settings
- Configuring recap emails
- Configuring real-time notifications

Before you begin

Learn more about the types of MRR movements.
ChartMogul also allows you to send updates using Slack, Destinations, and our API. Research and determine which method is best for your business.

Data included in real-time notifications and daily recaps

ChartMogul generates an MRR movement when it receives data from your integration. When your integration has a delay of 12 hours (or more) importing data, ChartMogul does not consider the MRR movement real-time and does not trigger a real-time email notification. Such delays may cause ChartMogul to generate MRR movements after a daily recap is sent, therefore excluding these updates from the email.

App Store Connect and Google Play integrations import subscription-related data once every 24 hours. When using these integrations, real-time notifications and daily recaps may not include all MRR movements. MRR movements excluded from email notifications are still visible in Chart Data, customer records and your billing system.

Default email notifications

Some notifications are enabled by default for all Owner, Admin, Staff, or Read-only users.

Default recap emails

For accounts created on or after June 19, 2024, ChartMogul sends daily, weekly, and monthly recaps by default. For accounts created before this date, eligible users receive weekly and monthly emails by default. To receive daily notifications, enable them.

Default real-time notifications

ChartMogul notifies you by email about MRR movements, including New Business, Expansion, Contraction, Churn, and Reactivation. By default, email notifications are set to $50 MRR, so you receive emails for MRR movements above $50.

Here’s an example notification email:

Screenshot of an example notification email from ChartMogul: Good news! A customer reactivated their subscription. East Adventure (sue@eastadventure.com) reactivated with a Gold Monthly subscription on monthly billing with $50 MRR. View your updated dashboard.

Updating email notification settings

To update your email notification settings:

Go to Profile > View Profile.
Click Notifications.

The Notifications page allows you to configure recap emails and real-time notifications.

Screenshot of the Notifications page with two sections: Recap emails and Real-time notifications.

Configuring recap emails

Enable recap emails to receive daily, weekly, or monthly summaries with the following information about your business:

Screencap of scrolling through an example weekly recap email.

Account summary — Your MRR, ARR, and subscriber count in the last day/week/month and how these compare to the previous day/week/month (numerical and percentage change)
Your Business Health — The values of the following metrics in the last day/week/month:
- New Leads — The number of new leads and how this compares to the previous day/week/month (percentage change)
- New Trials — The number of new free trials and how this compares to the previous day/week/month (percentage change)
- New Business — The value and number of new business movements
- Expansion — The value and number of expansion movements
- Reactivation — The value and number of reactivations
- Contraction — The value and number of contraction movements
- Churn — The value and number of churn movements
- Net Cash Flow — Net cash flow and how this compares to the previous day/week/month (percentage change)
Top MRR Gains — Three customers with the largest positive MRR movements (New Business, Expansion, or Reactivation) since the previous day/week/month (plus the date and value of each movement)
Top MRR Losses — Three customers with the largest negative MRR movements (Churn or Contraction) since the previous day/week/month (plus the date and value of each movement)
Upcoming Annual Renewals — Customers on an annual plan whose subscription is ending in less than 2 months (plus each customer’s MRR and renewal date)

To enable recap emails:

Under Recap emails, tick one or more boxes to specify how often you want to receive the emails:
- Daily — Every day around 9 AM
- Weekly — Every Monday
- Monthly — On the first day of each month
Click Update for the changes to take effect.

Configuring real-time notifications

ChartMogul does not send emails for subscriptions that churn due to the Handling Past-due Subscriptions setting.

ChartMogul sends an email notification when an MRR movement is received and processed within 12 hours. If you recognize churn At the end of the service period, cancellations can be applied days or weeks after they have occurred in your billing system, and ChartMogul won’t send an email notification.

ChartMogul doesn’t send updates for MRR movements below 0.5% of the total MRR or five cents (pence, centavos, etc.).

Set up real-time notifications to get notified about new MRR movements as soon as they happen.

To update your real-time notification settings:

Under Real-time notifications, there are two sliders: one for new business & expansion, and one for churn & contraction. Use the sliders to change the amount of MRR that triggers an email.
Tick the boxes below each option to disable emails.
Click Update for the changes to take effect.

Next Steps

Set a goal with targets.
Get deeper insights into your data with segmentation.
Create and share custom reports.