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Annual Autopayment Notification: New Filters Needed - "Duration & Billing" and "Next Billing Date"

Clinton
New Contributor

Florida (and 12 other states) require a notification be sent to customers before processing their annual membership autopayment. The typical requirement is 30-60 days before the autopayment. Marketing Pro could be used to generate this email notification and allow businesses to comply with the law if two filters were added to the Memberships section of the audience builder: "Duration & Billing" and "Next Billing Date"

I have tried every other possible combination of filters, but nothing targets the correct audience. We simply need these two filters. These are the filter settings that would create an automated email campaign to notify customers of their upcoming annual autopayment:

"Duration & Billing" = Ongoing - Annual

"Next Billing Date" = Dynamic, between 30 and 60 days in the future

1 REPLY 1

lsalamanca
Community Moderator
Community Moderator

Hi this is a great idea, thank you for sharing! We'd love for you to add it to the Ideas section of our Knowledge Base where others can vote and voice their opinion. It also allows our teams to see all ideas, comment, and assess for feasibility in one place. Before creating a new one, please search to see if the idea already exists here: https://ideas.servicetitan.com/