Credit Card Expiring Base Email Notification Template

The Credit Card Expiring base email notification template is used when a customer's credit card is expiring soon. An email is sent to the customer letting them know their credit card is about to expire. This email includes the last 4 digits of the expiring credit card and the expiration date.

This notification is for any credit card saved to the customer's profile, not just cards tied to payments.

Data Collection: CustomerInfo.CustomerCreditCardProfiles

Base Frequency: The first of every month

Personify recommends using a Frequency of Monthly, Day 1 of every 1 month(s). Your organization can opt to notify more frequently; however, you need to be aware that a user who is pinged multiple times, but has not had a chance to make the requested update, may become frustrated. The cardholder will continue to receive notifications until the expiration date is set to the future. If a user does not update his/her credit card after you run this notification and you run it again, the user will keep getting the same notification until he/she updates his/her credit card information. 

Base Filters

Filter	Description
Allow System Notifications EqualTo Y	This filter appears on all base notification event templates and prevents emails from sending to customers that do not allow system notifications.  The Allow System Notifications toggle is located on the Contact Information page within a customer record.
CCExpirationDate LessThan Current Run Date Plus 1 Month(s)	This will generate the email if the credit card expiration date is less than one month after the current run date.
CCExpirationDate GreaterThan Current Run Date	This will generate the email if the credit card expiration date is greater than the current date.
CustomerStatusCode EqualTo ACTIVE	This filter appears on all base notification event templates and prevents emails from sending to customers that are in a status other than Active, such as Deceased, Duplicate, or Inactive.  The Constituent Status is located on the Demographics page within a customer record.

Base Email Body

Dear {{CustomerInfo.LabelName}} ,

Your credit card with reference number {{PartialCCAccountNumber}} is expiring soon on {{CCExpirationDate}}. Kindly renew your card  to continue payments.