Scope Custom Email Templates to All Plans or Selected Plans

Scope QCMM Custom Email Templates to all Plans or selected Plans only when the event provides authoritative Plan context

Choose the Scope on a Custom Template

Custom Email Templates can use All Plans or Selected Plans. Selected Plans is meaningful only for triggers that QCMM marks as having reliable Plan context. The editor exposes Plan targeting for those events and stores the selected Plan IDs with the Custom template.

Know Which Events Can Be Plan-Scoped

Membership lifecycle events, Meeting events, billing receipts, refunds, and Custom Field fulfillment updates have Plan context in QCMM 2.0.21. Standalone Invoice Issued and Account Credit Issued do not. Coupon Assigned also lacks Plan scope and is not selectable for new Custom templates.

Matching Is Additive

A Custom template does not replace a Core template. When an event occurs, QCMM evaluates published templates by trigger, recipient role, and applicable Plan scope. Every matching template sends independently, so publish only the combinations you actually want delivered.

Community Discussion

Want to compare QCMM workflows or share practical tips? Visit the QC Memberships & Meetings Community. For private support, bug reports, account-specific entitlement or billing problems, or feature requests, use the QuantaCade support system.