Low Balance Alert email template

A low balance alert for a bank: a red alert band with the current balance, a short list of recent activity, a transfer funds button and alert settings.

Light shows the email as designed. Dark and Gmail show how email apps can change its colors.

Industry
Finance
Type
Transactional
Size
9.9 KB, 600 px wide

Adapted from Mailgun Transactional Email Templates by Mailgun, MIT license.

About this template

Balance alerts work when people can read them in two seconds. This email for Harborline Bank, a sample bank, puts the number in a red band right under the wordmark. The heading is the balance and the text says which limit it crossed.

Under the band, a short list shows the last four transactions with date, merchant and amount, so the customer can see where the money went. A transfer funds button moves money from savings. A muted line explains how to change or turn off the alert.

Send alerts in real time, never in a daily batch. Show the last four digits of the account, never the full number. Keep the subject line factual, such as the account name and the balance.

Use it in your email tool

  1. Click Copy HTML, or download the .html file.
  2. In Mailchimp, Brevo, HubSpot or Klaviyo, start a new email with the custom HTML or code editor and paste it in.
  3. Change the text, links and images. Map merge tags such as {{first_name}} and {{unsubscribe_url}} to the tags of your tool.
  4. Send a test to yourself on desktop and phone before you send it to your list.

Sections in this email

  1. Wordmark
  2. Red alert band with balance
  3. Recent activity list
  4. Transfer funds button
  5. Alert settings note
  6. Footer

Subject line ideas

  • Low balance: checking ending 4410 is at $42.18
  • Your balance dropped below $100
  • Harborline alert: check your checking account

Preview text idea

Checking ending 4410 dropped to $42.18, below your $100 alert limit.

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