The auto outreach drip fires at 12, 7, 3, and 1 months. But if you want a personal heads-up at a different milestone - say 10 months, or 6 months, or some month between the drip steps - set a custom alert.
Why Set A Custom Alert
- Get ahead of the drip. A 10-month alert lets you personally reach out before the 7-month milestone email goes.
- Match your sales cadence. If you always like to start renewal conversations at 8 months, set an 8-month alert.
- Backstop a specific deal. Set an alert on a high-value renewal so it doesn't slip through the cracks.
Setting The Alert
- Go to Settings.
- Find the Custom Renewal Alerts section.
- Click Add Alert.
- Pick the month count (any integer between 1 and 24).
- Save.
You can have multiple alerts active at once.
What The Notification Looks Like
When any client in your book hits the chosen month-to-maturity, you get a notification in the bell icon. Click through to land on that client directly.
See Notifications You'll Receive for everything that can fire a notification.
Editing Or Removing An Alert
Same Settings section:
- Edit to change the month count.
- Delete to remove the alert entirely.
Changes apply immediately. Existing notifications already fired aren't affected.
What To Do Next
- Pair custom alerts with the auto outreach drip for full coverage: How Renewal Auto Outreach Works (The Drip).
- When a notification fires, jump straight to sending: Sending A Renewal Email.