Subscriptions and recurring revenue
Send a subscription link by email
Use this Pixie CRM guide to send a subscription link by email. It covers the navigation path, key controls and the checks that confirm completion.
Where to goSubscription → Send to Email
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for send a subscription link by email, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Subscription → Send to Email in Pixie CRM.
- Confirm the related record, recipient or audience before preparing anything client-visible.
- Review the controls that matter for this task: Subscription, Customer contact, Subscription link, Email subject or template.
- Then check Send status. Use verified information and do not fill optional values with placeholders.
- Complete Send a subscription link by email using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Subscription
Customer contact
Subscription link
Email subject or template
Send status
Checks before you finish
- Check customer, plan, recurrence and start date.
- Verify payment gateway and currency.
- Review trial, renewal and cancellation behaviour.
- Confirm subscription state after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.