Workflow templates / Payments
Remind customers to renew a plan
A plan about to expire gets a renewal offer, a reminder a day later if asked, or a person to talk to.
Works with: Any channel
How it works
- Your system sends a plan-expiring event
- The customer picks Renew now, Remind me or Talk to us
- Renew sends your renewal link
- Remind me asks again a day later
Steps in the workflow: Trigger, Reply buttons, Send message, Delay, Hand to the team, End, Goal, Reply buttons.
Who it is for
Subscriptions, telecom, broadband, utilities and memberships.
Good to know
- What starts it?
- An API event named plan_expiring with plan, expiry_date, amount and renew_url.
- Can it message first?
- Outside 24 hours a business needs an approved template to message first; set that up on the send.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.