Zuora gives you the ability to send automated email notifications to customers for upcoming subscription renewals.
For subscriptions with auto-renew disabled, the subscription stops billing once the subscription term expires. Therefore, you must work with your customers in advance to renew the subscription and avoid a lapse in services. It is best practice to provide non auto-renewal customers with ample notice in case they want to make any changes to their subscription.
For subscriptions with auto-renew enabled, because the customer opted for auto-renewal when they signed up for your service, advanced notification is an optional courtesy.
The following solution shows you how to configure Zuora to automatically send customers an email notification when their subscription is coming up for renewal.
In Zuora, navigate to Settings > Z-Billing Settings > Setup Profiles, Notifications and Email Templates. Then follow these steps:
The Add New Notification panel is displayed.
Select Upcoming Renewal.
Give the notification a name.
Optionally enter a description of the notification.
Select the check box to make the notification active.
Select whether you want to notify customers with auto-renew enabled (true) or disabled (false).
In this example, select false to notify only customers whose subscriptions are set not to auto-renew.
How Many Days Before
Enter the number of days before renewal that you want to notify the customer. Enter anywhere from 1 to 90 days.
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Select the check box so that customers will be notified by email.
Select an email template from the drop-down menu. The drop-down menu displays the default templates and any custom templates you have created for upcoming renewals. The email template determines the email sent to customers. See Creating Email Templates for more information about how to create custom templates.
In this example, select Upcoming Renewal Default Email Template (Manual Renewal).
Click add new notification to complete the configuration. Your new notification appears on the Define Notification list. See Create and Edit Notifications for more information about configuring notifications.
The email template page is displayed.