Renewal Date Reminders

Automatically send renewal reminders to customers before their renewal date, so you never have to manually track or follow up on expiring contracts, subscriptions, or memberships.

This Automation sends an email reminder to contacts a set number of days before their renewal date, helping you stay proactive and ensuring customers receive timely communication every time.

Before you begin, make sure you already have a Date Custom Field set up in Capsule to store the renewal date.

Creating the Automation

1. In Transpond, click Automation
2. Click Create New Automation
3. Select From Scratch
4. Choose the trigger: The anniversary of a date (on, before or after).
• Select the Group the contacts should belong to
• Select the status of the contacts
• Select if the Automation should trigger On, Before or After the date. For this example we will use Before.
• Select the period of time before the date the Automation should trigger. For this example we will use 2 days before.
• Select the date field
5. Click the + icon > click Send Email. Choose the email template you want to send as the renewal reminder. Personalize the email using merge tags such as; first name and renewal date. Personalized reminders help make your emails more relevant and increase the likelihood of customer engagement.
6. Click the + icon > click Goal step. Adding a goal step will ensure your contacts can re-join the Automation the following year making this a continual Automation.
• Give the Goal step a name, we suggest End Automation here. Contacts can rejoin
• Set the Goal Type to Reached this step
• Then.... select End this Automation but all contacts to re-join
• For contacts who are at this point in the workflow.
7. Click Start Automation