There is a total of 5 service renewal reminders which you can setup in order to remind your customers to come to the website and renew.
This is a useful feature because the customers appreciate it when you are reminding them about the service which is about to expire. The procedure for defining all 5 of the renewal reminders is the same and will be explained once.
In order to start defining the service renewal reminder, click on the “Add” button next to the “Renewal Reminder” label.
Figure 311: Setting up a Renewal Reminder (step 1/2)
The following screen will be displayed.
Figure 312: Setting up a Renewal Reminder (step 2/2)
The following parameters are available inside this screen:
Email Subject – field for defining an email subject (e.g. “Service Renewal Reminder”)
Email Reply-to – field for defining aa reply to email address
Email Text – field for defining the body of the email message where you can enter the merge fields to further customize your message (e.g. “%%First_Name%%”” to address the customer by his first name.)
Merge Fields – double click on the desired merge field in the list to display it inside the body of the email message)
Note:
the merge fields can be used to customize your message to the customer by automatically entering the information from his profile; for example if you double click on the “Service_Name” merge field, the name of the service will be displayed to the customer in an email sent as a confirmation
for this particular message, you should double click on the “Renewal_End_Date” merge field so information about the date when the renewal period is ending will be displayed within the body of the email message
Email Format – select the desired email format from this pull down menu
Renewal Email Send (days) – enter the number of days (e.g. 7) and then choose the desired condition from the pull down menu (e.g. “After Booking”)
Renewal Email Send (hours) – enter the number of hours (e.g. 1) and then choose the desired condition from the pull down menu (e.g. “After Booking”)
Note: the renewal email send parameters are used in order to set different timing for each of the renewal reminders
After setting the desired parameters, click on the “Create template” button and the template for the email message which will be sent as a renewal reminder will be created.
Note: you can repeat this procedure for creating the remaining 4 reminders, each with a different timing.