Access Auto Renewal Email
- David Haskell (Unlicensed)
Summary / TL:DR: This article will introduce you to Auto Renewal Emails for an Access (AMB) service in Blueshift.
3 min read
Table of contents
Capability
Send a series of emails through Blueshift beginning 30 days prior to the date a customer will be charged for the automatic renewal of an Access* service.
*Also known as AMB.
Description
The Advantage Access Auto Renewal workflow captures the due date for the credit card charge and generates an event at 30 days prior to renewal, 14 days prior, seven days prior and zero days prior to inform Blueshift about the action. Each event then triggers a campaign in Blueshift.
Blueshift Event Name
access_autorenewal
Event Payload Parameters
Parameter | Description |
|---|---|
event | Name of triggering event |
owning_org | Code for the legal entity associated with this access service |
days_remaining | Number of days to go before auto renewal is triggered |
Email address of the billTo customer | |
customer_firstname | First name of the billTo customer |
customer_lastname | Last name of the billTo customer |
retailer_customer_id | Concatenation of [Advantage billTo customer number]-[Advantage billTo emailId] |
expiration_date | The date on which access to specific content ends |
final_expiration_date | The date on which the agreement's last term will stop granting access |
service_description | Associated description name for the way of packaging content within an access service |
next_price | Cost for Access service in the period due for auto-renewal |
billing_currency | Currency type in which this transaction was billed |
service_period | Code for the defined length of an agreement |
service_period_description | Associated description name for the service_period code |
agreement_id | Unique identifier for an access agreement |
line_item | Total number of items included in an order |
item_number | Code used to identify the stock item |
item_quantity | Number of individual items included of the associated item number |
service_type_description | Associated description name for the way of packaging content within an access service |
Sample Payload
{
"event":"access_autorenewal",
"owning_org":"304",
"days_remaining":30,
"email":"email@14west.us",
"customer_firstname":"John",
"customer_lastname":"Smith",
"retailer_customer_id":"000126385078-000089668775",
"expiration_date":"2020-10-22",
"final_expiration_date":"",
"service_description":"OmniVista Health",
"next_price":"94.50",
"billing_currency":"US$",
"service_period":"Y-0001",
"service_period_description":"1 Year Agreement",
"agreement_id":"000045216752",
"line_item":
[
{
"item_number":"OV3SMMH1",
"item_quantity":1,
"service_type_description":"Micozzi's Heart Attack Protocl"
}
,
{
"item_number":"OV3SMMH1C",
"item_quantity":1,
"service_type_description":"Micozzi's Heart Attack Protocl Con"
}
]
}Setting up a Campaign
Create an event triggered campaign using the event 'access_autorenewal'.
Set the condition “Skip Global Inclusion Segment Check” to “Yes”.
Select the associated template for your campaign.
If one campaign is used for setting up 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 customer who cancels multiple subscriptions.
Reporting
The event name in the payload will be passed in the mailing activity events. This will be available in the reporting platform for filters.
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 Access Auto Renewal 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 Access Auto Renewal 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 Access Auto Renewal 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 Auto Renewal Emails for Access (AMB) service in Blueshift.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
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