Renewal Campaign

Campaigns can be used to set up renewal offers for subscribers. Additional rates and terms can be included in the Subscriber Billing export file to, for example, offer a 5-day subscriber a 7-day rate and an auto-pay rate for up-selling purposes.

Before a renewal campaign can be defined, a campaign must be defined with an allowable usage of “Renewals”. The possible transaction types are delivery schedule change, billing change, and delivery schedule change with a billing change. When a subscriber payment is received that matches one of the renewal offers, the appropriate transaction is created automatically. For example, if a subscriber’s usual payment amount is 25.00 for a 5-day subscription, but sends in 29.00, which matches a new 7-day offer, a delivery schedule change will be created automatically to switch the subscriber to the 7-day subscription.

Once a campaign is added in Campaign setup with a “Renewals” usage, use the Renewal Campaign option to define criteria that determine which subscribers will qualify for the campaign. Select Accounting | Renewal Campaign and complete the following fields.

Field	Type	What to enter
PRODUCT	setup	Enter the ID of the qualifying product.
SCHEDULE	setup	Enter the delivery schedule or schedules to which this renewal campaign applies. Enter “*” to multi-select.
RATE CODE	setup	Enter the rate code or codes to which this renewal campaign applies. Enter “*” to multi-select.
BILL TYPE	predefined	Select “Renewal”, “Invoice”, or “*” for both.
RENEWAL NUMBER	integer	If the bill type is “Renewal” or “*”, enter the renewal notice number to which this renewal campaign applies. For example, you would enter “1” for the first renewal notice sent.
CAMPAIGN CODE	setup	Enter the campaign code to which this renewal campaign applies. The campaign must have been set up with an allowable usage of “Renewals”.
START DATE	date	Enter the date on which this renewal campaign becomes effective.
END DATE	date	Enter an end date for this renewal campaign, or leave blank.
ALLOW SCHEDULE CHANGE ALLOW PAYMENT TYPE CHANGE ALLOW RATE CODE CHANGE	yes/no yes/no yes/no	These checkboxes indicate whether certain activities will disqualify a subscriber from the campaign. For example, if a subscriber receives a renewal offer on May 1, sends in a payment on May 20, but changed his delivery schedule on May 10, should he still qualify for this campaign? If Allow Schedule Change is selected, he will still qualify.