Renewal Notifications

Setting up Renewal Notices

  1. Select Settings from your Simplero Dashboard
  2. Select the Product tab
  3. In the Product settings screen, scroll down to the Warn about renewals section
  4. Set the number of days you want the system to send a Warning about renewal when the last subscription period was longer than x days 
    Warn_about_renewals_section_of_product_settings

Note: At this time there is no way to edit the text of the renewal email that goes out, but here is a screenshot of that message.

thumb_Screen_Shot_2017-01-17_at_15-normal.30.28.png

If you want to send a customized renewal notice we recommend setting up an Automation as follows. 

  • Step 1: Wait 1 year (or whatever the subscription time frame is)
  • Step 2: Send Templated Email (You would select the renewal email from your email library)
  • Step 3: go back to Step #1

Once the automation is set-up you will add 2 triggers in your product:

  • Trigger 1: The first automation will be activated by the purchase and should perform the action of starting the automation
  • Trigger 2: The second will be activated when a purchase is canceled/deactivated and will stop the automation