Send warranty expiration reminders to customers

Purpose

1.1. Deliver automated warranty expiration reminders to customers via their preferred communication channels to prevent missed service opportunities, drive customer loyalty, and encourage timely renewals or upsells.
1.2. Reduce manual workload for staff and minimize risk of customer dissatisfaction due to expired warranties.

Trigger Conditions

2.1. Scheduled: X days before the registered warranty expires, as recorded in the sales or CRM database.
2.2. Event-Based: Upon reaching a set status update in sales/aftersales systems.
2.3. Recurring: Automatic periodic scan for upcoming expiries within defined time windows.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; specify message body and recipient number, schedule via webhook trigger.
3.2. SendGrid
• Feature/Setting: Transactional email via Send API; configure template with expiry details and recipient.
3.3. Mailgun
• Feature/Setting: Messages API; automate email dispatch with dynamic fields for customer and expiry date.
3.4. Slack
• Feature/Setting: Incoming Webhooks; send direct message to internal support channel when warranty is near expiry.
3.5. Microsoft Teams
• Feature/Setting: Webhook Connector; notify support/CRM group about customer warranties expiring soon.
3.6. WhatsApp Business API
• Feature/Setting: Message endpoint; send pre-approved templated reminders to customer WhatsApp accounts.
3.7. Salesforce
• Feature/Setting: Workflow Rules/Process Builder; schedule automated tasks or emails days before expiry.
3.8. HubSpot
• Feature/Setting: Workflow automation with delay timer and email/SMS action for warranty reminders.
3.9. Zendesk
• Feature/Setting: Automations; create triggers for outbound ticket/notification before expiry date.
3.10. Shopify
• Feature/Setting: Flow app; trigger email/SMS when warranty metafield is approaching end date.
3.11. Google Sheets
• Feature/Setting: Apps Script; set up daily scan and push notifications to customers found in list.
3.12. Airtable
• Feature/Setting: Automations; if warranty expiry date is X days away, use email or webhook action.
3.13. Pipedrive
• Feature/Setting: Workflow Automation; automated reminders via email/SMS based on custom field date.
3.14. Zoho CRM
• Feature/Setting: Workflow rules to trigger notification email/SMS on approaching warranty expiry.
3.15. Odoo
• Feature/Setting: Automated Scheduled Actions; send mail template for expiring warranty field.
3.16. ActiveCampaign
• Feature/Setting: Automation builder; configure date-based trigger for reminder emails/notifications.
3.17. Intercom
• Feature/Setting: Message automation; auto-send in-app or email reminders on warranty lifecycle.
3.18. Facebook Messenger Platform
• Feature/Setting: Messenger Send API; use message_templates for expiry reminders.
3.19. Google Calendar
• Feature/Setting: Events API; create and invite customer to 'Warranty Expiry' calendar event/alert.
3.20. Discord
• Feature/Setting: Webhook; send notifications to customer/community channel before warranty ends.

Benefits

4.1. Automates routine communications, reducing human error and freeing staff resources.
4.2. Improves customer satisfaction and retention by maintaining engagement and trust.
4.3. Increases potential for additional sales or services through timely, relevant upsell prompts.
4.4. Creates consistent, scalable, and trackable touchpoints across multiple communication channels.