Advise the customer that their subscription is due
For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down.
Create a Reminder Alert
Conditions – eg: when the Renewal Date is less than 1 month
Action – Send an Alert via email, select the Object Contact and the relevant template.
You can include links to Gold-Vision items on the template but note that they are only clickable by Gold-Vision users