How to cancel active plans for customers who have not ordered in X days

Sometimes you want to schedule a rule that cancels all active subscriptions. This rule will target customers who have ordered before but who haven't ordered in a certain amount of time. This will be done as a scheduled rule. 

How to cancel active plans for customers who have not ordered in X days:

  1. From the 'Scheduled' tab, create a 'New Scheduled Rule'.
  2. For your IFs you will use 'IF has not paid you in X days' and 'IF has paid you at least X times'.
  3. For the X in the first IF, determine the number of days after the last order you'd like the rule to trigger to cancel subscriptions.
  4. For the X in the second IF, select "1". So 'IF has paid you at least 1 time'.

Now, you should be looking at all of the THEN's.

  1. Find and click on the "Cancel Active Plans" THEN, then click "Save".

    NOTE: for this rule, we recommend doing it before the end of your hard cutoff. This is because it takes the literal X most recent orders, so if you're into a new week, and the customer hasn't skipped yet, then the rule will fail as False.
  2. Check the box "Send to All Contacts" (since this is a rule, this means it will execute the rule against each of your contact's account with you - if they meet the criteria of the IF, then they'll receive the THEN action).
  3. In "When to Send", fill out a time of the first time you'd like to execute the rule for everyone.

    NOTE: for this rule, we recommend doing it before the end of your hard cutoff. This is because it takes the literal X most recent orders, so if you're into a new week, and the customer hasn't skipped yet, then the rule will fail as False.
  4. In "Send Frequency", choose an interval if you'd like this scheduled message to keep recurring.
  5. Click "Save".

You should now see the pending rule set to execute in the list of scheduled actions under your account.

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