Automated Subscription Renewel Emails

Hemansh Thakur

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Automation Engineer

Gmail

Make

Shopify

Managing subscription renewals is vital for businesses offering recurring services, as timely reminders can significantly improve customer retention. To address this challenge, I developed an automated email renewal notification system that sends reminders at key intervals before subscription expiration—specifically, 30 days, 15 days, 7 days, and 1 day before the renewal date.

Tools and Technologies Used:

Google Sheets: To store customer data, including names, email addresses, subscription expiry dates, and logs of sent emails.
Gmail: For sending automated renewal notifications to customers.
Shopify: To verify active subscriptions before sending reminders.
Make.com: For orchestrating the integration of all these components and automating the workflow.

Workflow Process:

1. Data Management: I utilized Google Sheets as the central database for customer information. This sheet calculated the remaining days until expiration and triggered email notifications accordingly.
2. Email Automation: Using Gmail, I set up automated emails personalized for each customer. These notifications included the customer's name, subscription details, and a direct renewal link to Shopify.
3. Subscription Validation: The system checked with Shopify to confirm whether a customer had an active subscription before sending reminders. This step prevented unnecessary emails to customers who had already renewed or canceled their subscriptions.
4. Orchestration with Make.com: Make.com integrated the entire process by triggering actions based on the data in Google Sheets. It would:
Check for impending subscription expirations.
Validate subscription status via Shopify.
Automatically send out renewal emails through Gmail.
Log all activities in Google Sheets, maintaining records of each email sent.

Key Benefits:

Automation: Eliminated the manual tracking of subscription renewals, allowing the business to focus on growth.
Timely Reminders: Customers received relevant reminders, reducing the likelihood of missed renewals.
Reduced Churn: Multiple reminders at different intervals improved renewal rates, helping to decrease customer churn.
Seamless Integration: The cohesive workflow ensured all components operated smoothly, enhancing reliability.

Conclusion:

The automated renewal notification system I developed streamlined the renewal process and ensured customers were consistently informed about their subscription status. By integrating Google Sheets, Gmail, Shopify, and Make.com, I created a robust, automated workflow that significantly reduced manual efforts and improved customer retention. This project underscores the effectiveness of workflow automation in driving operational efficiency and enhancing business outcomes.
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Posted Oct 6, 2024

I created an automated email renewal system for subscriptions using Google Sheets, Gmail, Shopify, and Make, enhancing customer retention and reducing churn.

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Automation Engineer

Gmail

Make

Shopify

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