Automate Renewals

Automate your renewal process to increase customer retention and growth.

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Strengthen your community

Welcome new community members and re-engage inactive members to ensure your community has a strong use base.

Build customer loyalty and trust

Listen to and understand feedback, follow up on product ideas, and celebrate community wins with your customers.

Improve customer relationships

Proactively utilize the valuable insights extracted from community engagement data to improve customer relationships.

What's included in this SuccessBLOC?

Each SuccessBLOC is embedded with industry best practices to help you get started quickly and achieve customer outcomes faster.

Goals & KPIs

Segments

Workflows

Campaigns

Goals & KPIs

Measure what matters

Pre-built scorecards include KPIs—including registration trend and number of users posting discussions—to measure registration, engagement, and feedback.

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In-App Segmentation
Totango In-app builder

Segments

Understand your audience

Pre-configured audience segments—including customers with registered users and users who have posted a discussion—to better understand user engagement.

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Workflows

Automate activity

Triggered workflows containing tasks and actions to proactively follow up on user ideas, celebrate account engagement, and assign a community manager.

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In-App Segmentation
Totango In-app builder

Campaigns

Communicate effectively

Automated emails triggered by account and user segments to welcome new users to the community and engage inactive community members.

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Successbloc

Automate Renewals

Automate your renewal process to increase customer retention and growth.
Categories:

Publisher:

Totango

Published on:

Last Updated:

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Introduction to the Automate Renewals SuccessBLOC

The Automate Renewals SuccessBLOC is designed for subscription businesses that need to automate their renewal process. It comes out of the box with all the foundational content and assets that you need to increase your retention rates and ensure a smooth and efficient renewal experience for your customers.

The Automate Renewals SuccessBLOC Enables You to:

  • Automatically notify your customers of their upcoming renewals and thank them once their renewal has been processed. 
  • Intelligently detect issues with your customer’s payment method and help them resolve it before it becomes an issue. 
  • Engage with customers who don’t renew and win them back.
  • Solicit feedback from customers who don’t renew to understand why they chose to leave.

What's Included?

goals & kpis

Ensure High Renewal Rates
  • Current Month Renewable Accounts
  • Current Month Renewable MRR
  • Current Month Renewed MRR
  • Current Month Churned MRR
Monitor Renewal Risks
  • Accounts With Expired Credit Card
  • Accounts With Past Due Payments
  • Past Due Payment Total
  • Accounts in Poor Health

Customer segments

Account Segments

  • All Accounts
  • All Paying Accounts
  • Accounts With Expired Credit Card
  • Accounts With Past Due Payments
  • Accounts in Poor Health
  • Current Month Renewable Accounts
  • Current Month Renewed Accounts
  • Current Month Churned Accounts
  • Last Month Renewable Accounts
  • Last Month Renewed Accounts
  • Last Month Churned Accounts

User Segments

  • All Users
  • All Users at Paying Accounts
  • All Billing Contacts
  • Billing Contacts With Renewal in the Next 14 Days
  • Billing Contacts With Declined Payment
  • Billing Contacts With Expired Payment Method
  • Billing Contacts That Did Not Renew

successplays

  • Update Next Payment Renewal Date

campaigns

  • Upcoming Renewal Notification
  • Payment  Confirmation
  • Missed Payment Reminder
  • Payment Method Expiration Notice
  • Lost Customer Winback