Submatic can automatically invite subscribers to renew, or you can manually trigger an individual renewal invitation. Renewal invitations will apply for any subscription that does not automatically renew. An example renewal invitation email is displayed here:
When a customer clicks on the "Renew Now" button they will be directed to a page where they can confirm renewal and update the credit card on file used for payment. The page is connected to their subscription/membership, but does not require the customer to log in. Below is an example of how this page might appear for a customer. The renewal page will differ depending on your specific Template settings and details of the subscription. For example, if you allow customers to request an invoice and use an alternate payment method, such as check, an option will appear allowing the customer to update their payment method choice.
Manually Trigger a Renewal Invitation
To send a renewal invitation to an individual customer:
- Go to Subscriptions
- Locate the subscription for the customer for which you want to send an invitation
- Click Manage > View/Edit
- Click Manage > Send Renewal
- Click "Yes" to confirm that you want to send a renewal invitation
Manage Automatic Renewal Invitations
You may enable/disable invitations, customize invitation timing, add additional invitations. To do this:
- Go to Templates
- Click Manage > Communications > Renewal Communications
- Adjust Renewal Invitation settings (second section on the page)
- Click the "Save Changes" button at the top right corner
To enable or disable invitations click on the toggle switch. If the switch is blue then invitations are on (as shown in the below image).
To update an invitation schedule enter a number in the text box and select Days, Weeks, or Months from the dropdown. Click the "Add Another Invite" button to add an additional invitation, or click on the red "X" button to remove an invitation.
Default Renewal Invitations
Submatic enables renewal invitations by default for all Templates with a monthly billing frequency or longer. The default timing is as follows:
Billing Term | First Invitation | Second Invitation |
Monthly | 7 days | 2 days |
Every Two Months or Quarterly | 3 weeks | 7 days |
Every Six Months or Longer | 1 Month | 7 days |