Renewal Date Reminders

Set up an Automation so you never have to manually check for a customer's renewal date ever again. This Automation will automatically send email reminders to contacts 2 days before their renewal date, ensuring the reminders are sent on time, every time.

You will have to ensure you have a Date Custom Field already set up in Capsule.

Step 1: Set Up the Automation Trigger (The anniversary of a date)

• Click Create New Automation > From Scratch.
• Choose the Trigger "The anniversary of a date (on, before, or after)", at this point you'll need to select the group, active contacts, the date range and the Custom Field from Capsule.

Step 2: Send Renewal Email

• Choose the email template for the Renewal Email.
• You can use personalization tokens to make the email more tailored (e.g., first name, company name, etc.).