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CarlosNeto
Member

Automation for customers whose contract is expiring

SOLVE

Hello guys! How are you?

I need to create an automation that sends a marketing email to my customers when they are 30 days away from their contract expiring.

What's the best way to do this?

2 Accepted solutions
coldrickjack
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Automation for customers whose contract is expiring

SOLVE

Hi @CarlosNeto,

 

Providing you are storing the contract end date in a custom property on the contact, deal or company record you could use a workflow similar to the below, in the past I've done similar using Deals to manage contract renewals.

 

Screenshot 2022-09-28 at 15.37.45.png

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner

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jolle
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Automation for customers whose contract is expiring

SOLVE

Totally agree, @coldrickjack!

 

@CarlosNeto if this is a workflow that you expect the same contact to go through multiple times (i.e., you want to send them the contract expiration email every year), be sure to enable re-enrollment in the workflow enrollment trigger settings. That will tell HubSpot to enroll a contact every time their contract end date is 30 days away, not just the first time.

 

Just wanted to throw that out there in case it's helpful!!

Jacob Olle

Director of Marketing Technology

NgageContent

Connect with me on LinkedIn
https://ngagecontent.com
facebook
twitter
linkedin

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0 Upvotes
4 Replies 4
coldrickjack
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Automation for customers whose contract is expiring

SOLVE

Hi @CarlosNeto,

 

Providing you are storing the contract end date in a custom property on the contact, deal or company record you could use a workflow similar to the below, in the past I've done similar using Deals to manage contract renewals.

 

Screenshot 2022-09-28 at 15.37.45.png

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner
jolle
Solution
Guide | Platinum Partner
Guide | Platinum Partner

Automation for customers whose contract is expiring

SOLVE

Totally agree, @coldrickjack!

 

@CarlosNeto if this is a workflow that you expect the same contact to go through multiple times (i.e., you want to send them the contract expiration email every year), be sure to enable re-enrollment in the workflow enrollment trigger settings. That will tell HubSpot to enroll a contact every time their contract end date is 30 days away, not just the first time.

 

Just wanted to throw that out there in case it's helpful!!

Jacob Olle

Director of Marketing Technology

NgageContent

Connect with me on LinkedIn
https://ngagecontent.com
facebook
twitter
linkedin
0 Upvotes
CarlosNeto
Member

Automation for customers whose contract is expiring

SOLVE

Thank you! @coldrickjack 

0 Upvotes
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Automation for customers whose contract is expiring

SOLVE

That's a good solve 😊 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/