Subscription Auto Renewal

  • Notification trigger: Upcoming automatic renewal/expiry of the subscription 
  • Recipients: Customer Primary contact. In case there is no Primary Contact set for an organization, an email is sent to nobody.
  • Frequency for subscriptions to non-trial offers with more than 1 month commitment is sent:
    • 60 days before expiry
    • 35 days before expiry
  • Content: reminder to review few key things: renewal status, configuration, and price, as well as the PO number that may need an update for the new term

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Please note, to set the Auto-Renew: Off, user will need to choose the option 'Now', as that change will take place immediately.

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1 comment

  • Jenni Bergman

    Hi,

    Is it possible to send an automatic notification for all renewals regardless of whether autorenewal is turned on or not? We should inform the customers in both scenarios.  Also, could there be several notifications, for example in 3 months and then a reminder in 1 months before the end date?

    Thanks,

    Jenni

    Jenni Bergman
    0