Schedule annual notifications for subscription renewals
Edition: Enterprise | Industry: Media and Publishing | Feature: Workflow Rule
Scenario
The Zylker Weekly is one of the leading international publishers of Travel and Tourism and Hospitality magazines. Every month, they publish new editions of the magazines. The interested readers can subscribe to their annual subscription package by sending an email request to their marketing team.
The sales agents send reminder emails to the existing customers for annual subscription renewal. If the subscription is renewed, they are sent the magazines every month. To be sure that the renewal payment is made on time, they require a process to automatically start sending reminder emails 15 days before the renewal date, and upgrade the subscription status based on the payment. The following process chart explains their follow-up plan in brief:
Solution
They need to set up the following configurations:
- Assigning a Sales Agent the task of calling the customers 15 days before their subscription renewal date
- Sending reminder email to each customer five days after the first call.
- Sending second reminder email 10 days after the initial call.
Pre-requisites
I. In the Custom Module named Subscription, create these Picklist fields:
- Next Renewal Date
- Subscription Renewed
- Subscription Status
II. Create the following Email Templates:
- Subscription Renewal Reminder
- Second Subscription Renewal Reminder
Workflow Configurations
- Go to Setup > Automation > Workflow Rules > Create Rule
- Select the Subscriptions module in the pop-up and enter the other details as mentioned below:
|
Rule Name |
Reminder about Subscription Renewal |
|
Description (optional) |
Send subscription reminder emails |
|
When |
On a Date/Time |
|
Execute |
15 days before Next Renewal Date |
|
Execute at |
9.00 am |
|
Recur |
Every Year |
|
Which records the rule should apply to? |
Records matching certain conditions |
|
Criteria |
Subscribed for IS Zylker's Travel and Tourism Magazine
Subscription Renewed IS No |
|
Instant Action |
- |
|
Action |
Tasks > New Task |
|
Subject |
Call the Customer |
|
Due Date |
Next Renewal Date minus 15 days at 9.00 am |
|
Scheduled Action I |
Set action to execute 5 Days After Rule Trigger Date |
|
Action |
Email Notification |
|
Name |
Reminder Email for Subscription |
|
Scheduled Action II |
Set action to execute 10 Days After Rule Trigger Date |
|
Action |
Email Notification |
|
Name |
Second Reminder Email for Subscription |
|
Scheduled Action III |
Set action to execute 15 Days After Rule Trigger Date |
|
Action |
Field Update |
|
Name |
Subscription Canceled |
|
Update |
Subscription Status = Canceled |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: Workflow for Emails
What's workflow rules for emails and why do I need it? In Zoho CRM, workflow rules for emails allow you to automate and streamline your communication processes. Workflow rules are a set of instructions that you can define to trigger automatic actions ...Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...Workflow for Calls
Workflow rules for calls allow you to perform certain actions automatically whenever a call is received, made, missed or scheduled. It significantly reduces manual effort of updating or adding details about the individual call. For example, you can ...Workflow Report
Workflow rules play a crucial role in simplifying your business processes by automating various tasks. By defining specific conditions, you can determine whether a rule should be applied or not to the records in your system. This automation helps in ...Workflow for Emails
Configuring workflow rules makes it easier to manage daily activities as a lot of work gets automated. For example, every time a contact enters CRM a task is automatically assigned to the sales rep to call them and gather details, two days after the ...
New to Zoho LandingPage?
Zoho LandingPage Resources