Subscriber Lifecycle

PDF Automation 03: welcome series for new subscribers, timed renewal reminders with one-click upgrade to annual / biennial, failed-payment recovery with a card-update link, and a print offer for engaged newsletter readers. Address changes and subscription questions are answered by the website assistant any time. No sample rows are kept. Real subscriber data comes from the client's subscription system — connect it (or import an export) and this board fills with real subscribers.

Note: "Retry payment" here simulates the recovery flow (retry + card-update link). Real payment retries must go through the client's payment provider, with its own rules and PCI handling — this demo never touches card numbers.