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See which client credit cards are going to expire soon
See which client credit cards are going to expire soon

The purpose of this article is to show you how to remind your customers whose credit card is about to expire.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over a year ago

1st Step: Go to Marketing > Smart Lists

2nd Step: + Add a new smartlist

Enter the desired name and the description for the smart-list form;

3rd Step: Add New Filter

Click “Purchases”, and then “Payment Method”.

4th Step: Choose a filter option

Choose "Select at least one payment method", then, choose the date of expiration right below. Once all set, click ADD from the right corner;

5th Step: Send the campaign to the members

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