### Customizing Subscription-Renewal Notification Periods

If a customer is interested in renewing his (or her) subscription, it is important to notify him (or her) that subscription period expires and it is time to pay the renewal Order. You can determine, how many notifications will be sent to a customer (you can set up to 20 different notification periods i.e., the periods of time before subscription expiration date when a customer receives a notification). This can be done by customizing the Credit Terms associated with customer Account.

To change the notification periods for a customer Account:

1. If needed, check what Credit Terms are attached to a customer Account:
2. Open the Account Director > Customer Manager submenu and then select Customers.
3. Select the Account and then click the Financial Info tab. Note the Credit Terms name in the relevant field.
4. Click Credit Terms on the Subscription Manager submenu
5. Click on the Credit Terms name you need. The Credit Terms properties appear on the screen.
6. Select the Renewal Notification Periods tab. The list of notification periods that are currently enabled for the selected Credit Terms appears on the screen.
7. Click the Edit button. The screen reloads with the list of notification periods for editing.
8. You can select the number of notifications to enable from the Create drop-down menu. Click the Display button. The selected number of fields for notifications appears on the screen.
9. Specify the duration of each notification period:
   1. Type the notification period duration into the Period field;
   2. Select the units for the notification period duration (hours days) from the drop-down menu next to the Period field;
10. Click the Update button.

To adjust a notification content:

1. Open the Configuration Director submenu and click Event Manager.
2. Click on the Events on the Event Manager submenu. The read-only list of all events being tracked appears on the screen.
3. Select the Subscription notification period has started event (if needed, scroll the list). The selected event properties appear on the screen.
4. You can check whether the event tracking is enabled. To this effect select the General Settings tab - if the event is tracked it should be green tick in the Enabled field.
5. Click the Actions tab. The list of actions associated with the event appears on the screen. Select the action named Subscription notification for customer. The notification content appears on the screen.
6. Click the Edit button. The screen reloads with notification content for editing.
7. You can edit the notification content (plain text plus relevant placeholders where needed).
8. Click the Save button.

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