Renewal pipeline

Steps run automatically in renewal-date order.

Templates

Add a pipeline step

Choose when it runs and which message it sends.

days renewal date, send using this template

Pipeline sequence

Automatically ordered from earliest before renewal to latest after renewal.

When Channel Template Status
90 days before EMAIL Def Email
30 days before EMAIL Def Email
15 days before SMS Def Day/Date SMS
3 days after LETTER Def Lapsed Letter

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