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You can sync NetSuite subscription renewal dates to marketing automation by creating automated workflows that trigger renewal campaigns at optimal times based on actual subscription data.
This approach ensures renewal outreach happens at the right moment instead of relying on manual tracking or generic batch campaigns.
Automate renewal campaign timing using Coefficient
Coefficient provides precise renewal campaign automation through date-based filtering and automated refresh capabilities. You can import subscription records from NetSuite and create time-based segments that trigger campaigns at exactly the right moment for each customer.
How to make it work
Step 1. Import NetSuite subscription records with renewal dates.
Use Coefficient’s Records & Lists method to import subscription records focusing on renewal date fields, subscription status, and customer information. Select fields that capture both current subscription details and upcoming renewal timing from NetSuite .
Step 2. Create date-based renewal segments.
Apply Coefficient’s date filtering to create segments based on renewal timing. Set up filters for subscriptions renewing in 60 days, 30 days, 14 days, and overdue renewals. This creates targeted groups for different campaign messaging and urgency levels.
Step 3. Build calculated columns for campaign timing.
Create formulas that determine optimal campaign timing and messaging for each renewal segment. Calculate days until renewal, identify high-value renewals that need special attention, and flag customers with renewal risk factors.
Step 4. Set up automated daily refreshes.
Configure Coefficient to refresh your subscription data daily to capture approaching renewals and status changes. This ensures your renewal campaigns launch at precisely the right time for each customer without manual monitoring.
Step 5. Export time-based segments to marketing automation.
Push your renewal timing segments to marketing automation platforms for triggered campaigns. Set up automated workflows that launch specific renewal sequences when customers enter different timing categories.
Perfect your renewal campaign timing
This automated approach improves renewal rates through properly timed outreach sequences that reach customers when they’re most likely to renew. Start automating your renewal campaigns today.
