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How to trigger actions based on subscription created date on the Recurpay bot

Updated over a week ago

In the world of subscription commerce, the "age" of a subscription is a powerful data point. A customer who has been with you for two years represents different value and different needs than someone who signed up yesterday.

With the Recurpay Bot, you can turn these dates into automated "If/Then" logic. By triggering actions based on the Subscription Created Date, you can automate loyalty rewards, shipping adjustments, or product changes without lifting a finger.


Step-by-Step: Setting Up Date-Based Automations

The Recurpay Bot acts as your virtual assistant, monitoring your data and taking action when conditions are met. Here is how to configure it:

1. Access the Bot

  • Log in to your Recurpay Dashboard.

  • Navigate to Settings > Recurpay Bots.

  • Here, you can see your active automations or click Create New Bot to start from scratch.

2. Set the "If" Condition (The Trigger)

  • In the configuration screen, locate the "If" section. This defines who the bot should look for.

  • Select "Subscription Created Date" as your primary condition.
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  • You can define specific parameters, such as:

    • Subscriptions created before a specific date (to target legacy users).

    • Subscriptions created after a specific date (to target new sign-ups).

    • Subscriptions created within a specific date range.

3. Define the "Then" Action (The Result)

  • Once the bot identifies a subscription that meets your date criteria, go to the "Then" section to decide what happens next.
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  • Available Actions Include:

    • Apply a Discount: Automatically lower the price for long-term members.

    • Add a Free Product: Surprise new subscribers with a "Welcome Gift" on their second order.

    • Override Shipping: Offer free shipping to everyone who signed up during a specific holiday campaign.

    • Change Frequency: Shift "early access" members to a different delivery schedule.


Strategic Use Cases for Date-Based Bots

How can you use this logic to grow your business? Here are a few proven strategies:

  • The "Legacy" Reward: If your business is raising prices, you can set a bot to identify anyone whose Subscription Created Date is before the price hike and automatically apply a "Loyalty Discount" so their rate stays the same.
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  • Seasonal Campaigns: If you ran a "Black Friday" promotion, you can use a bot to target all subscriptions created during that weekend to add a special bonus item to their third or fourth renewal.
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  • Batch Management: If you are migrating from another platform, you can use the creation date to segment migrated users and apply specific shipping rules that match their previous experience.

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