Credit Card Expiration Notification?

How can I notify my customers that they need to update their credit card information before their card expires?

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Create a Date Sequence with an Email Step that is triggered 30 days before the field "Card Expiration Date". You can subscribe all of your contacts to this Date Sequence - if they don't have a card the step is just ignored. It's a good idea to then create a global Rule that subscribes all contacts to this Date Sequence when "A Contact is Created" to ensure everyone is always on the sequence.

Here's an image of what the email step will look like:

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Asked: 2016-06-09 14:32:14 -0700

Seen: 48 times

Last updated: Jun 09 '16