Automations: Send Subscription Renewal Reminders for Rolling Memberships

Mark Phillips

Updated August 12, 2026 15:55

The Subscription Renewal Reminders automation sends an email to your Rolling Membership holders ahead of their next auto-renewal, letting them know it's coming up. Because a Rolling Membership renews automatically, the customer doesn't need to do anything to stay a member. The reminder is a courtesy, and a good opportunity to remind them of everything they get from being a member.

You can run one automation that sends the same email to holders of every Rolling Membership Benefit Product, or set up several automations, each pointing to its own template and a specific Rolling Membership product.

Important

This automation is only for Rolling Memberships. It doesn't apply to standard one-off Benefit Product memberships. If you want to remind members with a one-off membership that theirs is due to expire, use the Membership Expiry Reminders automation instead.

How it works

The automation sends a single reminder email a set number of days before the customer's Rolling Membership is due to renew. You choose how many days in advance, with a default of 14. Emails are sent at 10am to help open rates.

When you create the automation, you can choose:

All Benefit Products - one automation covers every Rolling Membership Benefit Product in your account, using the same timing and template for all.
A specific Benefit Product - the automation only runs for that Rolling Membership. You can select one per automation, but you can set up as many automations as you need, one per product.

This means you can tailor the reminder to each membership, for example warmer wording for a Patrons tier or scheme-specific content for an Access membership, by setting up a separate automation for each.

Notes

This reminder is separate from the automatic emails a Rolling Membership already sends around payment, such as the Benefit Recurring Success, Benefit Soft Failure and Benefit Hard Failure templates. Those send on their own when a renewal payment succeeds or fails, and aren't configured here. This automation only controls the advance reminder.

How to set up the Subscription Renewal Reminders

Consider your copy

We've provided a pre-built email template for this automation called automations:sub_renewal_reminder, which you'll find under Settings > Templates. You can use it as it is, amend it to suit your voice, or build your own template from scratch and select that instead.

The automation sends emails in MJML format. Learn more about MJML design here.

When you're editing the content, use the Preview and Live Preview buttons to check how it looks before you save.

Subdomains and Locales

Subdomains: this automation is not Subdomain aware, so the email is styled based on the Look and Feel settings of your main account.

Locales: this automation is Locale aware, so customers receive the email in their chosen language, provided you've created a template for each locale.

Create your automation

1. Go to Manage > Automations.

2. Open the New Automations tab.

3. Find the card called Subscription Renewal Reminders.

4. Click New Automation.

5. In the pop-up, configure the key details of your automation:

Automation Name - name your automation so it's clear to all system users what it is. This matters most when you're running several automations, one per Rolling Membership.
Days Before Renewal - how many days before the customer's membership renews the email should send. The default is 14.
Reminder Template - the email template to use. Select the pre-built automations:sub_renewal_reminder to use the default, or choose your own amended or custom template.
Benefit Product - choose All Benefit Products to apply the automation to every Rolling Membership Benefit Product in your account, or select a specific Rolling Membership to target just that one.
Skip Tag (optional) - select a tag here to skip the automation. The Skip Tag applies in two ways: any customer with that tag is skipped, and any Benefit Product with that tag is skipped.
UTM Trackers (optional) - if you want to track engagement and conversions using UTM parameters, you can add them in here.

6. Once configured, click Save.

Repeat these steps to create additional automations for other Rolling Memberships if you want to tailor the reminder by tier or scheme.

Ticketsolve Tip

Use Skip Tag to manage overlap between automations. If you want to run an All Benefit Products automation alongside specific automations for certain Rolling Memberships, tag the products that have their own dedicated automation, then use that tag as the Skip Tag in your All Benefit Products automation. The dedicated automations handle those tagged products, and the All Benefit Products automation covers everything else.

Enable your new automation

Your new automation will appear in the Manage Automations tab.

The final step is to click Enable, and the automation will start running.

How to edit your automation

If you want to pause or edit your automation:

1. Go to Manage > Automations.

2. Locate the automation from the cards.

3. To pause your automation, click Disable.

4. To edit it, click the Ellipsis (3 dots) and select Edit parameters.

5. You can update all settings except the Automation Name.

6. When you've made your update, click Save.

Tips for success

Lead with reassurance, not urgency - the payment happens automatically, so the customer doesn't need to act. Frame the email as a friendly heads-up rather than a call to renew.
Remind them of the value - highlight what they've enjoyed as a member and what's coming up, so the renewal feels worthwhile.
Set the timing to suit your renewal cycle - 14 days works well as a default for an annual membership. If you offer monthly Rolling Memberships, a shorter lead time may sit better, so the reminder doesn't arrive too soon after the last one.
Personalise where you can - include the member's name, their membership type and the renewal date and amount, so the email is clear and specific.
Make it easy to manage - point customers to their online account and the My Benefits page, where they can update their card details or manage the membership if anything needs changing.
Tailor by tier or scheme - if you have different Rolling Membership products, set up a separate automation for each so the tone and content match that audience.

Troubleshooting

Reminder not sending as expected? Check the following:

Automation is active - make sure the automation has been enabled in Manage > Automations.
The product is a Rolling Membership - this automation only runs for Rolling Memberships, not one-off Benefit Product memberships. If the product isn't a Rolling Membership, no reminder will send.
Benefit Product is covered by an active automation - check the relevant Rolling Membership is included in either an All Benefit Products automation or a specific automation targeting that product. If neither exists, no reminder will send for it.
Template is selected - check the Reminder Template selector points to the intended template for this automation.
Schedule timing - the Days Before Renewal value must be set as a number.
Skip Tag - the Skip Tag skips the automation for any customer with that tag, and for any Benefit Product with that tag. Check whether either applies if the reminder isn't sending as expected.