I had a great question the other day from one of my OG members, and it’s a question I have heard before, so I thought I’d create a resource to help answer it in case it’s something that your business has come across as well.
Question: How can I send automated reminders to my annual subscribers as their next payment approaches?
It’s a fairly straightforward question – I mean, if it’s a full year between payments, you should probably give that subscriber a little heads up that their card is going to be charged, right?
In the video below I’ll show you three methods for sending automated reminders to your subscribers as their renewal date approaches – and, I’ll show you a ninja trick for using undocumented modifiers on the date merge fields to tell the subscriber exactly when their next charge is going to be.
The demo above was built using Keap Max Classic (which was called Infusionsoft at the time), but this same approach would work for Max, Pro, or any version of Keap with the campaign builder (and subscription functionality).
So, as you saw, method one and two are totally native. They just use the built in features to count from the prior payment up toward the next one.
But the third method involves using a third-party tool to take things a little further and gives you the ability to count down as the next payment date approaches. I use PlusThis, but there are a variety of tools that can handle this – take a look at Zapier, FixYourFunnel, MyFusionHelper, or Novak Solutions to see what is the best fit for your business.
Great tips. We had Novak build a tool specifically for this about a year ago. They now sell it as one of their tools. It can apply a tag on a specific time period before a subscription is about to renew.
Awesome! Well, I guess we have you to thank for that option! 🙂 Thanks for reading Chett, hope all is well.
I wasn’t aware of these merge fields; Thank you, Greg!
My pleasure!
Good stuff – I imagine taking this to the next level include a looping option so that they would get reminders EVERY year.
100% yes! Good call. I talk a little about how you could do that at the 6:15 mark in the video, but basically you’d want a tag goal that would be achieved when they make their annual payment, and it would pull them out of the reminder sequence, and then re-add them to the “set payment date” sequence. The only catch is you’d have to remove the tag as well so that it can be re-applied the following year. Good stuff man!
Hi this is Judy,
trust you are well.
i do service selling and the subscriptions are payed annually .
this is as per the date the client on boarded we count 12 months.
ho best can i access the software for a test.
also advise can your software be integrated with an sms system.
Hi Judy, so, I believe you can request a sandbox trial of Infusionsoft here. And while Infusionsoft doesn’t have native SMS as an option right now, there are a handful of plugins that work with Infusionsoft to allow SMS capabilities. So, it IS possible. Hope that helps!