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When assets are billed together on the same date, sending separate renewal emails creates customer confusion and internal inefficiency. You need intelligent deduplication that recognizes billing relationships and sends consolidated notifications aligned with actual billing schedules.
Here’s how to set up email prevention logic that ensures customers receive clear, consolidated renewal communications that match their billing experience.
Eliminate billing-related email duplication using Coefficient
Coefficient provides intelligent email deduplication that Salesforce CPQ and Billing can’t handle automatically. While Salesforce email workflows operate at individual record level, this approach recognizes billing relationships and prevents duplicate communications.
How to make it work
Step 1. Identify billing groups and consolidation patterns.
Import asset data including Billing Account, Invoice Date, Renewal Date, and billing consolidation identifiers. Create billing group IDs using `=CONCATENATE(A2,”-“,C2,”-“,D2)` to combine Billing Account, Renewal Date, and Billing Frequency into unique identifiers.
Step 2. Establish master billing records for email control.
Use `=IF(COUNTIFS($E:$E,E2,$F:$F,”<="&F2)=1,TRUE,FALSE)` to designate one "primary" asset per billing group for email purposes. This ensures only one asset per billing group triggers renewal notifications.
Step 3. Create consolidated billing summaries for notifications.
Build email content that includes all related assets with `=TEXTJOIN()`, total billing amounts using `=SUMIFS()`, and complete billing schedules. Include billing terms, payment methods, and invoice preferences in the consolidated notification.
Step 4. Align email timing with billing schedules.
Configure Coefficient’s email scheduling to align with actual billing cycles and invoice generation. Set up different notification cadences for various billing scenarios like annual contracts with monthly billing or multi-asset bundles billed as one unit.
Align renewals with billing reality
This solution ensures customers receive clear, consolidated renewal communications that align with their billing experience and payment schedules. Ready to eliminate billing-related email confusion? Start with Coefficient now.
