Customer communications overview
Cleverbridge helps you communicate with customers throughout purchase and subscription processes. The available communication options support order confirmation, payment, delivery, refunds, subscription changes, and approval-based purchasing.
Communication options
- Transactional emails keep customers informed about purchases, payments, delivery, refunds, and subscription events.
- Email management tools help authorized users review messages, control sending status, generate selected emails, and receive copies.
- Email marketing services provide optional support for custom templates, recurring campaigns, targeting, reporting, and managed execution.
- Quotes let customers review pricing and terms before confirming an initial order, renewal, or subscription upgrade.
For purchase lookup, cancellations, refunds, and other customer self-service options, see Support for your customers.
Explore this section
Customer email types
Cleverbridge sends transactional emails to customers during purchase and subscription processes.
Manage customer emails
Manage customer emails and complete the related administrative tasks.
Email marketing services
Cleverbridge automatically sends essential, PCI DSS-compliant transactional emails during purchase and subscription processes.
Quotes for purchases and subscription changes
Quotes help customers review pricing and key purchase terms before they place or update an order.