Alert customers that their saved credit card is about to expire

Send an email to customers before a saved card expires, so they have time to add a new payment method before a future payment is due.

Before you begin

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The workflow requires a compatible payment gateway that saves card tokens in WooCommerce. Check the saved card expiry notifications guide for gateway compatibility and limitations.

Create the workflow

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1. Go to AutomateWoo > Workflows > Browse presets.
2. Find Credit cards: Expiry reminder and select Create workflow. The workflow opens with a disabled status.
3. Under Trigger, confirm Customer Before Saved Card Expiry is selected. Set Days before expiry to the number of days you want to give customers. The preset uses seven days.
4. Optionally, set Time of day for the daily check. If you leave it blank, the check runs at midnight in the site’s time zone.

AutomateWoo treats the final day of a card’s expiry month as its expiration date. The trigger checks matching saved cards daily and the workflow runs once per card.

Customize and test the email

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1. In the Send Email action, leave the prefilled customer email variable in To so each reminder goes to the matching customer.
2. Review the subject, heading, and email content. If you change the reminder interval, update the message so its timing matches your trigger.
3. Check the update-account button’s destination. The preset points to your store’s home page; change the link to the page where customers can manage their payment methods if that is where you want to send them.
4. Select Preview in the action header and check the message and link. Send a test email to yourself if needed.
5. When you’re ready, change Status to Active and select Save.

The trigger runs in the background at the selected time, not immediately when you save. If a customer doesn’t receive a reminder, check that their gateway is compatible and that the card is saved to their account.