Subscription Installment Email
- David Haskell (Unlicensed)
Summary / TL:DR: This article will introduce you to Subscription Installment emails in Blueshift.
3 min read
Table of contents
Capability
Send an email through Blueshift 30 days prior to the date a customer will be charged for their next subscription installment payment.
Description
When a customer is due for the next scheduled payment, we notify them by email that their credit card will be charged. The Advantage workflow generates an event 30 days prior to the due date for the next installment payment and informs Blueshift about the event. This event then triggers a campaign in Blueshift.
Blueshift Event Name
subscription_installment_due
Event Payload Parameters
Parameter | Description |
|---|---|
event | Name of triggering event |
owning_org | Code for the legal entity associated with this access service |
Email address of billTo customer | |
retailer_customer_id | Concatenation of [Advantage billTo customer number]-[Advantage billTo emailId] |
customer_firstname | First name of billTo customer |
customer_lastname | First name of billTo customer |
publication_title | Title of the publication associated with the subscription |
publication_code | Code that identifies the publication |
card_code | Code for method of payment |
next_installment_amount | Total amount for the installment payment due |
Sample Payload
{
"event":"subscription_installment_due",
"owning_org":"19B",
"email":"email@14west.us",
"retailer_customer_id":"000079713460-000011290470",
"customer_firstname":"Denise",
"customer_lastname":"Turner",
"publication_title":"Rapid Profit Trader",
"publication_code":"AWE",
"card_code":"AX",
"next_installment_amount": "748.75"
}Setting up a Campaign
Create a triggered campaign using the event ‘subscription_installment_due’.
Set the condition “Skip Global Inclusion Segment Check” to “Yes”.
Select the associated template for your campaign. A sample email called 'FOR_COPY_SAMPLE Subscription Installment' is available in your Blueshift Production instance.
If one campaign is used for setting up a mailing for multiple publications, set the condition “User can be in the campaign journey” to “Multiple times concurrently”. This will allow you to send an email to a individual customer who cancels multiple subscriptions at different times.
Reporting
The publication code in the payload is whitelisted to be passed in the mailing activity events. This will be available in the reporting platform as the list code.
Things to Consider When Planning your Migration and/or Setup
Please follow the Transition Guidelines shared by the MarTech team during your Migration Planning workshop.
If you have an existing Message Central Auto Delivery (BCL) Cancellation workflow on Advantage, your new Blueshift workflow has already been set up on Advantage and is ready to send events.
If you never had an Auto Delivery Cancellation workflow on Advantage, there is no longer a need to share the new campaign ID with the Advantage team during initial set up. The same event category can be used for multiple campaigns, segments, etc. without Advantage configuration support.
The Auto Delivery Cancellation workflow will account for all owning orgs associated with your Blueshift instance. Please note: additions of new owning orgs must be reported to the MarTech team so it can be added to your Blueshift instance.
Wrap up
You should now have a better understanding of Subscription Installment emails in Blueshift.
Still need help?
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