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Kim_Gandy1
Kim_Gandy1
New Participant
June 14, 2016
Solved

Annual Subscription Renewal Notices

  • June 14, 2016
  • 2 replies
  • 5332 views

Setting up an email campaign for annual subscription renewals, and thinking I'm overcomplicating this. Would someone mind reviewing my smart campaign and sharing any tips? Thanks!

Smart Campaign #1

Smart List:

  • (trigger) Data Value Changes
  • Attribute: Subscription Type
  • New value is paid

Flow:

  • Wait until 30 days before {{lead.subscription expire date}} at 9am
  • Send email
  • Wait until 14 days before {{lead.subscription expire date}} at 9am
  • Send email
  • Wait until 1 days before {{lead.subscription expire date}} at 9am
  • Send email
  • Wait until 7 days after {{lead.subscription expire date}} at 9am
  • Send email

Smart Campaign #2

Smart List:

  • (trigger) Data Value Changes
  • Attribute: Subscription Expire Date
  • Previous value in future 30 days
  • New value in future after 365 days

Flow:

  • (trigger) Remove from Flow
  • Campaign is smart campaign #1
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    Best answer by Grégoire_Miche2

    HI again Kim,

    Second thoughts: even with the structure I wrote, there are some flaws: what if someone has his data updated with the renewal date set to be in 14 days?

    So in the reality, I would create 1 small batch campaign for each for email.

    SC#1:

    Smart list:

    • Subscription renewal date in future 30 days
    • Subscription type is paid

    Flow

    • Send email #1

    Qualification rules

    • Each lead can run through the flow once every 31 days

    SC#2:

    Smart list :

    1. Subscription renewal date in future 14 days
    2. Subscription type is paid

    Flow

    • Send email #2

    Qualification rules

    • Each lead can run through the flow once every 15 days

    SC#3:

    Smart list :

    1. Subscription renewal date in future 1 days
    2. Subscription type is paid

    Flow

    • Send email #3

    Qualification rules

    • Each lead can run through the flow once every 2 days

    SC#4:

    Smart list :

    1. Subscription renewal date in past 1 day
    2. Subscription type is paid

    Flow

    • Wait 6 days
    • Send email
      • choice: if Subscription renewal date in past 7 days -> send email #4
      • default : do nothing

    -Greg

    2 replies

    Amanda_Thomas6
    Amanda_Thomas6
    New Participant
    June 15, 2016

    Hi @KIm Gandy

    We have a similar use case, emailing people for renewals. Our set up is similar to Greg's second comment. It's 2 mini campaigns one at 60 days before the account will renew and one at 30 days.

      Amanda_Thomas6
      Amanda_Thomas6
      New Participant
      June 30, 2016

      @KIm Gandy​. We found that it was pulling all of ours within today and 90 days from now. (ooops). We just decided to send email alerts through salesforce. Not all the way set up, yet. When it is I can show you how it works! Should be done in the next week-ish.

        Grégoire_Miche2
        Grégoire_Miche2
        New Participant
        June 14, 2016

        HI Kim,

        This should work but this will drive you to have a campaign with leads in wait step for very long times. Not good as you can hardly control it (it is not possible to get  a smart list of leads in a wait step for instance). Also, the second SC will exclude the lead forever if the renewal date is set to be in more than 1 year. Is there any reason for this?

        I would rather use a batch smart campaign, to run every day and a static list named "In renewal process"

        Smart list:

        • Subscription renewal date in future 30 days
        • member of list is NOT in "In renewal process"

        Flow

        • Add to list "In Renewal Process"
        • Send email
        • Wait 16 days
        • Send email
        • Wait 15 days
        • Send email
        • Wait 8 days
        • Send email
        • Wait 1 day
        • Remove from list "In renewal process"

        Then another SC, triggered

        Smart List:

        • (trigger) Data Value Changes - Attribute: Subscription Expire Date - New value in future after 30 days
        • filter : member of list "In Renewal Process"

        Flow:

        • Remove from Flow - Campaign is smart campaign #1
        • Remove from list "In Renewal Process"

        -Greg

          Grégoire_Miche2
          Grégoire_Miche2Accepted solution
          New Participant
          June 15, 2016

          HI again Kim,

          Second thoughts: even with the structure I wrote, there are some flaws: what if someone has his data updated with the renewal date set to be in 14 days?

          So in the reality, I would create 1 small batch campaign for each for email.

          SC#1:

          Smart list:

          • Subscription renewal date in future 30 days
          • Subscription type is paid

          Flow

          • Send email #1

          Qualification rules

          • Each lead can run through the flow once every 31 days

          SC#2:

          Smart list :

          1. Subscription renewal date in future 14 days
          2. Subscription type is paid

          Flow

          • Send email #2

          Qualification rules

          • Each lead can run through the flow once every 15 days

          SC#3:

          Smart list :

          1. Subscription renewal date in future 1 days
          2. Subscription type is paid

          Flow

          • Send email #3

          Qualification rules

          • Each lead can run through the flow once every 2 days

          SC#4:

          Smart list :

          1. Subscription renewal date in past 1 day
          2. Subscription type is paid

          Flow

          • Wait 6 days
          • Send email
            • choice: if Subscription renewal date in past 7 days -> send email #4
            • default : do nothing

          -Greg

            Kim_Gandy1
            Kim_Gandy1Author
            New Participant
            June 15, 2016

            Hi Greg,

            Thanks for these options. All of our subscriptions are set for annual renewals, so would you still say your second solution is best? If so, is your "remove from flow" smart campaign the same as first solution? I'd like to automate the process and avoid static lists/uploads.

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