Customer Subscription Expiration Mailings and Process

This mailing sends summary notification emails regarding license expiration to customers who have licenses nearing expiration or expired.

The process first finds all customers with an applicable license expiring a given number of days from the current date. For each of these customers, an email is then sent containing a summary of license expiration data for all applicable licenses, regardless of expiration date.

The summary lists the licenses by expiration date, starting with the earliest expiration date. Expired licenses will be highlighted in bold and red, while licenses nearing expiration are highlighted in bold, as shown in the following image:

Mailing Parameters

This mailing supports the following search and replace parameters:

[varCustomerID] - The Customer ID.
[varEmail] - The customer's e-mail address.
[varFirstName] - The customer's first name.
[varContactName] - The customer's contact name.
[varCompanyName] - The customer company name, or the customer's first and last name if no company name is specified.
[varAuthorName] - The Company Name of the author.
[varPassword] - The customer password. Important Note: We strongly recommended not using this. For customers who have chosen their own password, the value will be masked with * characters and not useful to the user.
[varDaysToExpiration] - The number of days to expiration.
[varLicenses] - An HTML table containing a summary of all customer licenses and their expiration dates.

Mailing Sample Content

Body (HTML)

How to Send

This mailing is sent through the Customer Subscription Expiration Notification Daily Process.

SOLO Server Shared and Dedicated URL authors will need to contact support@softwarekey.com to set up and enable this process.

Daily Process Input Xml Elements

The Input Xml for this process includes the following elements:

MailingID: The Mailing ID of the mailing to be sent. See Creating Custom Mailings for details on configuring custom mailings, and see above for the supported search and replace fields.
AdminEmail: Optional email address to send a summary notification email to. Note that multiple AdminEmail elements can be specified to send to multiple email addresses.
NotifyOnNoProcessingData: Optional True/False value which determines whether an administrative email notification is sent when no data was found to process. If omitted, the default is false.
BCCAdminEmails: Optional True/False value which determines whether the customer email notification is BCC'd to the AdminEmail emails.
OverrideOfferProduct: Optional True/False value which determines whether to override the Notify Product setting on the customer record. If omitted or set to false, emails will only be sent to eligible customers with the Notify Product setting enabled, while if set to true, all eligible customers will receive an email regardless of the Notify Product setting.
DaysToExpiration: The number of days prior to license expiration to send the email. This number of days is added to the current date, and any customer with applicable licenses expiring on this date are notified. Note that a negative value can be specified to send notifications after expiration.
ProductIDsCsv: A comma separated value list of Product IDs to search for expiring licenses on.
IncludedProdOptionsCsv: A comma separated value list of Product Option IDs to search for expiring licenses on.
ExcludedProdOptionsCsv: A comma separated value list of Product Option IDs to exclude from the search for expiring licenses. Used to filter out specific options when using the ProductIDsCsv input parameter.
CCLicenseeEmails: True/False. Whether to CC the notification to the licensee email addresses when present on the license(s).
ExcludeUpgradeLicenses: Whether to exclude licenses with a status of Upgrade for options configured with an Upgrade Behavior of Deactivate.
ExcludeActivePaymentPlanLicenses: Optional True/False value which determines whether to exclude licenses which are associated with an active payment plan instance.