Auto Delivery Auto Renewal
- David Haskell (Unlicensed)
- Jason Cooney
Summary / TL:DR: This article will introduce you to Auto Renewal Emails for an Auto Delivery (formerly BCL or Book Club Membership) purchase in Blueshift.
3 min read
Table of contents
Capability
Send a customer a series of emails through Blueshift beginning 30 days prior to the date a customer will be charged for the automatic renewal of an Auto Delivery* purchase.
*Auto Delivery formerly known as BCL or Book Club Membership.
Description
The Advantage Auto Delivery Auto Renewal workflow captures the due date for the credit card charge and generates an event at 30 days prior to renewal to inform Blueshift about the action. The event then triggers a campaign in Blueshift.
Blueshift Event Name
autodelivery_autorenewal
Event Payload Parameters
Parameter | Description |
|---|---|
event | Name of triggering event |
owning_org | Code for the legal entity associated with the product/item |
office_name | Used to identify (and locate) one unit in an organization |
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 | Last name of billTo customer |
club_code | Identifies the memberships organization under which a class of products are distributed. |
product_class | Identifies a broad group of products such as books, DVD, etc. |
series_code | Identifies a series of products belonging to a product class and offered within a club |
quantity_ordered | The number of units the customer ordered |
shipment_frequency | The number of days between shipments |
next_price | The next price that will be charged for for all subsequent items in the automatic delivery series |
last_status_change_date | Last status change date |
proitem_number | Inventory item number used to identify the stock item |
item_description | Description of stock item |
card_code | Credit card type used for subscription transaction |
card_number | Credit card number used for automatic delivery transaction |
membership_id | Unique number that identifies the automatic delivery transaction |
Sample Payload
{
"event":"autodelivery_autorenewal",
"owning_org":"650",
"office_name":"NorthStar Nutritional, LLC",
"email":"email@14west.us",
"retailer_customer_id":"000106061830-000089668824",
"customer_firstname":"Richard",
"customer_lastname":"Bell",
"club_code":"NS",
"product_class":"IR",
"series_code":"SIRT",
"quantity_ordered":3,
"shipment_frequency":85,
"next_price":"76.62",
"last_status_change_date":"2020-11-02",
"proitem_number":"650SIRT",
"item_description":"SetraVida",
"card_code":"DI",
"card_number":"XXXXXXXXXXXX3318",
"membership_id":"000002350456"
}Setting up a Campaign
Create an event triggered campaign using the event ‘autodelivery_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 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 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 Auto Delivery 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 Auto Delivery 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 Auto Delivery 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 an Auto Delivery (formerly BCL or Book Club Membership) purchase in Blueshift.
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