Example – Subscription/Membership Renewal Journey

You would like to send people through a journey to remind them of their upcoming renewal. You would like anyone that has renewed to automatically come out of the Journey.

This set up assumes you manage you Subscriptions or Memberships using Contract Line Items, and that the Customer of the Contract is the Person you wish to send the email to.

Step 1 – Create Force24 Custom Object

Create a Custom Object in Force24 called ‘Subscriptions’. Add fields to the object for:

• Product Name (text)
• Start Date (date)
• End Date (date)
• Contract Reference (text)
• Subscription Id (integer)
• Subscription Status (text)

Make a note of the Custom Object Id for later

Step 2 – Create a Workbooks Report

Create a report from a template, using the template called “TEMPLATE – Force24 Custom Object Sync – Subscriptions”. Name it “Force24 Sync – Subscriptions”. You will need to update the Person Id column if the renewal emails should be sent to someone else, like the Contract Primary Contact. You also need to add a column for ‘Subscription Status’, depending on what field you use to track whether a Subscription is Renewed or not. Save the report.

Step 3 – Create a field in Workbooks

On Contract Line Items, create a text field called “F24 Object Id”.

Step 4 – Set up a Scheduled Process

Create a new Scheduled Process, using the ‘Force24 Integration’ Script Library script. Set the Parameters as follows:

• Mode = send_custom_objects
• Custom Objects Report View Name = “Force24 Sync – Subscriptions:Details”
• Custom Objects Type Id = the id of the Object you set up in Step 1
• Custom Objects Mapping =
  • Product : product
  • Start Date : start_date
  • End Date : end_date
  • Subscription Status : subscription_status
  • Contract Reference : contract_reference
  • Subscription Id : line_item_id
• Person Id Column = “person_id”
• Record Endpoint = “accounting/contract_line_items”
• Record Force24 Identifier Field = “cf_customer_contract_line_item_f24_object_id”
• Record Id Column = “line_item_id”
• Record Lock Version Column = “line_item_lock_version”

Set the Schedule of the process to run once an hour at least.

Step 5 – Set up the Force24 Journey

Create a new Journey from a template, using the ‘Renewal Journey’ template, and set Journey Type to be ‘Custom Object’ and Custom Object Selection to be ‘Subscriptions’.

Set up the Starting Audience using the Date Relative criteria:

• Subscriptions – End Date – Relative equal 90 days in the future
• Subscriptions – Subscription Status not equal Renewed

On each of the ‘Renewed?’ blocks, add a Custom Object Filter for Subscriptions – Subscription Status equal Renewed

When creating the Email Templates, you can connect them to the Subscriptions Custom Object, using the ‘Connect this email to a data object’ button on the Info tab.

You can then add values from the Subscription objects in the Personalisation fields.

Because the Journey is driven from a Custom Object, the Object that triggered the Contact to enter the Journey will be the one used when pulling data into the Email Templates.