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jcfDaniel
Impactful Individual
Impactful Individual

Managing Subscriptions and Renewal Notices

Hi,

 

I have been working in a Subscription Management solution and one of the challenges I had to tackle was notifying customers of renewals.

In the app, a Subscription may or may not have Renewal Notices and may have a variable number of notices and different timings for the notices to be sent.

In the Subscritption record, a user can set how many notices (up to 3 by design) should be sent and the timing for each one. With that in place, 1 or more records need to be created in a custom Renewal Notices table. And that’s where Power Automate comes to the rescue.

 

rn_1.PNG

 

The first few steps are very straightforward:

  1. The flow is triggered by a new Subscription that has been set up to have notices be sent
  2. We then get the record so we can access all it’s properties
  3. The variable varNoticeDays will store the days to be calculated before the subscription end date
  4. The array variable will be what we will loop through to create notification records
  5. From this point on we need to check if the notices fields contain data and extract the days that were determined
    1. First, we have a condition that will return 1 or 0
    2. If the result is 1, then we extract the number of days (these are choice field like 30 Days)
    3. Finally, we append the result to the array
  6. This is done 3 times

 

re_2.PNG

 

7. Now, we loop through the array and create the records in the table, while doing some manipulation on tha extracted days (convert to negative integer)

 

rn3.PNG

The record created contains information about the Account, the Subscription, the Product and the Data it should be sent. With this, we can keep track of all notices and all the information it needs to know. Now, we just have to automate sending the notices 😊

 

Regards.

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