Cryptolens allows you to use Zapier to send expiration emails to customers when a license is about to expire. While we do have an in-house solution for this purpose, some of our customers want a bit more customization. Then, our Zapier action can be used, since you can perform other Zapier actions when a customer’s license is about to expire, or link it with your CRM.
This blog covers the basics of how to set up these emails in Zapier. We have also made a YouTube video covering this topic, and the full documentation page can be found here.
Using Zapier to Send Expiration Emails
1. Schedule by Zapier is used as the trigger. You can choose to trigger the event every hour, every day, or at other frequencies of your choosing.
2. The next step should be the Cryptolens action called “License Expiration Notification“. The configuration parameters are the Product ID, Days Left, and Exact Match:
The Product ID can be found on the product page in our dashboard. If you want all licenses that are about to expire in 30 days to be returned, you would simply set Days Left to 30. By setting Exact Match to True, only licenses that will expire in exactly 30 days will be returned. If Exact Match is set to False, licenses that will expire in >30 days will also be returned, such as 30 days, 29 days, 28 days, and so on.
3. Looping by Zapier is an important step since it takes the results from the Cryptolens action and creates line items. In the configuration tab, you need to extract all the fields you will use in later steps. For example, a good idea is to extract all of the emails, license keys, and expiry dates.
4. Filter by Zapier is an optional step that can be good to keep in mind. If some of your licenses are not attached to customers, the Email by Zapier step, or other steps you want to use, might not work properly. Then, the Filter by Zapier step can be used to mitigate those issues. You would simply create the following:
Only continue if -> Emails -> (Text) Contains -> @
This makes sure that any empty emails are filtered out, which could otherwise result in errors. The “Emails” part is the one you extracted in step 3, and the “@” sign is one way to mitigate the potential issues when performing your next step(s).
5. Emails by Zapier can now be used to customize the email’s recipient, subject, and body. This is where you would use some of the extractions from step 3, such as Emails (as the recipient), their individual license key string, the expiry date, and other values. Feel free to add more steps after this one for further customization!
Thank you for reading, please send an email to [email protected] if you have any questions!