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CarlosNeto
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Automation for customers whose contract is expiring

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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?

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coldrickjack
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Automation for customers whose contract is expiring

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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

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jolle
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Especialista reconhecido(a) | Parceiro

Automation for customers whose contract is expiring

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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

Marketing Operations Manager

HubSpot Certified Trainer

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louischausse
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Conselheiro(a) de destaque | Parceiro Platinum

Automation for customers whose contract is expiring

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We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-party tool.

Here's a video of how it works:

louischausse_0-1709664022069.gif

 

 

 

 

 

Renewal deals are created automatically for each closed-won deals with a known contract end date. Then, a task is generated with a reminder date XX days before that contract end date to notify the deal owner (or another user of your choice) that the renewal is coming soon.

 

Other settings and configurations are also available to suit your use case.

 

If you are interested, we can have a chat to setup this recipe on your HubSpot portal.

 

Learn more here

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coldrickjack
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Automation for customers whose contract is expiring

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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

jolle
Solução
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

Automation for customers whose contract is expiring

resolver

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

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
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CarlosNeto
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Automation for customers whose contract is expiring

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Thank you! @coldrickjack 

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danmoyle
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Participante de valor | Parceiro Elite

Automation for customers whose contract is expiring

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That's a good solve 😊 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
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https://impulsecreative.com/