Renewal notice
Renewal notice tells each Customer on a term of a year or longer the date, Price and cancel link before it renews.
Trigger
Runs every day. Part of Billing, run by the Finance Team.
Steps
- Find Subscriptions and Agreements of a year or longer that renew inside the notice window, 15 to 45 days out by default.
- Find free trials longer than 31 days that convert to paid inside 3 to 21 days.
- Send one Message with the renewal date, the Price, usage against each Entitlement, and a one-step cancel link.
- Send it inside the Customer’s open Thread when a complaint is open, never after the window’s last day.
- Record the notice on the Subscription or Agreement with the date sent.
- Hand Customers whose usage fell this term to the Success Manager before the renewal date.
Outputs
Example
A litigation team pays $14,400 a year for a court-filings API, renewing on 2027-03-01. Thirty days before, one Message gives the date, the Price, 9 of 12 seats active and a one-step cancel link. The send is recorded on the Renewal.