Subscription Notifications - Subscriptions - expired (Trial) / ExpireSubscriptionNotification

Introduction

This article explains how the platform handles trial subscription expiry notifications, including notification timing, recipients, and configuration settings. The system automatically sends reminders to users when their trial subscriptions are approaching expiration to help them make informed decisions about upgrading to paid versions.

In this article:

• Notification Overview
• Notification Timing
• Recipients
• Email Template
• Configuring Notification Settings

Notification Overview

The trial subscription expiry notification system warns users that their subscription may automatically upgrade to a paid version, depending on the vendor's settings. This proactive approach helps users review their renewal status before the trial period ends.

Key Features:

• Automatic notification scheduling based on expiry dates
• Customizable recipient lists with primary and optional contacts
• Vendor-specific upgrade policies
• Built-in safeguards to prevent excessive notifications during short trial periods

Notification Timing

The platform sends notifications at three specific intervals before the trial expiry date:

• 7 days before expiry
• 3 days before expiry
• 1 day before expiry

Important Exception: If any of these notification days fall within the first half of the trial period, those notifications will be suppressed to avoid overwhelming users with premature expiry warnings.

Notification Trigger: The system monitors when "The Trial subscription expiry date is approaching" and automatically schedules the appropriate reminders.

Recipients

Primary Recipients

• To: Customer Primary contact (required)
• Cc: Customer Account Manager (optional)
• Bcc: Additional recipients as configured (optional)

Contact Requirements

Each recipient field supports:

• Individual email addresses
• Organization contact lists
• Custom email addresses for specific notification types

Email Template

The expiry notification email includes the following elements:

Header

• AppXite branding and logo
• Professional email formatting

Message Content

• Greeting: "Dear [Customer Name]"
• Main Message: Clear explanation that trial subscriptions will expire in X days
• Action Required: Instructions to upgrade to the full version if continued use is desired
• Vendor Information: Notification about automatic upgrades where applicable
• Support Contact: Direct link to Customer Support team for assistance

Footer

• Copyright information
• Year designation (© 2024 Atea)

Configuring Notification Settings

Accessing Settings

1. Navigate to the main SETTINGS menu
   
2. Select Notification Settings from the options panel
   
3. Locate the Subscriptions - expired (Trial) section
   

Configuration Options

The notification settings interface provides:

• Inheritance Toggle: Enable/disable inherited settings from parent configurations
• Recipient Configuration:
  • To: Add user, role, organization contact, or custom email address
  • Cc (optional): Add user, role, organization contact, or custom email address
  • Bcc (optional): Add user, role, organization contact, or custom email address
• Reset to Default: Option to restore original notification settings
• Save/Back Controls: Standard form controls for saving changes

Best Practices

• Ensure the Customer Primary contact is always configured
• Include Account Managers in the Cc field for enterprise customers
• Test notification settings with a small group before full deployment
• Review and update contact information regularly

Limitations

• Trial Period Restriction: Notifications are suppressed if they would occur during the first half of the trial period
• Vendor Dependency: Automatic upgrade behavior depends on individual vendor policies and cannot be controlled through the notification system
• Email Delivery: Notification delivery depends on valid email addresses and proper spam filter configuration
• Timezone Considerations: Notification timing is based on platform timezone settings, which may not align with user local time zones

Summary

The trial subscription expiry notification system provides automated, timely reminders to help users make informed decisions about their subscriptions. By sending notifications at 7, 3, and 1 days before expiry (with built-in safeguards for short trial periods), the system ensures users have adequate time to review their options and take appropriate action.

Proper configuration of recipient settings and regular maintenance of contact information are essential for effective notification delivery. The system's flexibility allows for customization based on organizational needs while maintaining consistent communication standards.

Related Content

• Settings Overview
• How do NCE Trial subscriptions work?
• How to place an order?