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  2. AutomateWoo /
  3. Workflow guides /
  4. Card Expiry workflows /
  5. Alert customers that their saved credit card is about to expire

Alert customers that their saved credit card is about to expire

Use case

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This workflow will send an email to customers reminding them they have a card saved with your store that is about to expire.

Workflow setup

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  1. Create a new workflow.
  2. Select the Customer Before Saved Card Expiry trigger.
  3. Set the “Days before expiry” option to a length of time that suits.
  4. Click Add Action and select Send Email and include the variable {{ customer.email }} as the email address.
  5. Populate the required fields.
  6. Craft the content of the email.
  7. Click the Preview link to preview your email to ensure it is correct.

Example

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