Lifecycle Automation · For Review

Certificate Renewal — Flowchart Set

Updated June 10, 2026 · 2 workflows · single review link
R · ON RAPID Currently running on Rapid — a 30-day cert renewal reminder is live in production today, but we don't yet have full performance metrics or finalized content for it. This playbook proposes extending it to the industry-standard 90 / 60 / 30 / 7 cadence. Before scaling we will review the workflow end-to-end and decide whether it stays on Rapid, migrates to Drip, or runs in both.
Possible on Drip — Yes with support
01

Certificate Renewal — B2C — 90 / 60 / 30 / 7

Conceptual model · single 4-way decision diamond

Purpose: Recover recurring revenue at the 3-year certificate expiry cycle.
Persona: B2C Learner.
Trigger: Date-based on subscriber’s cert_expiry_date custom field.
Cadence: 4 emails at 90, 60, 30, 7 days before expiry.
Expected outcome: 35–50% open rate (compliance audiences); 5–15x ROI on platform spend in recurring-cycle businesses (industry benchmark).
Gating dependencies
  • cert_expiry_date custom field not present in Drip today — must be created.
  • Rapid must push and refresh cert_expiry_date on each B2C subscriber (ISO YYYY-MM-DD format).
  • Implementation owner: TBD (specialist).
  • Status: BLOCKED on these before workflow can fire.
Certificate Renewal — B2C — 90 / 60 / 30 / 7
Trigger
Decision
Email
Tag / field update
Exit / goal
Goal pulls from any step
Upstream dependency
Possible on Drip — Yes with support
02

Certificate Renewal — B2C — 90 / 60 / 30 / 7 (Drip build)

Platform build · 4 parallel triggers, goal-based exit, tag + field updates

Purpose: Recover recurring revenue at the 3-year certificate expiry cycle.
Persona: B2C Learner.
Trigger: Date-based on subscriber’s cert_expiry_date custom field.
Cadence: 4 emails at 90, 60, 30, 7 days before expiry.
Expected outcome: 35–50% open rate (compliance audiences); 5–15x ROI on platform spend in recurring-cycle businesses (industry benchmark).
Gating dependencies
  • cert_expiry_date custom field not present in Drip today — must be created.
  • Rapid must push and refresh cert_expiry_date on each B2C subscriber (ISO YYYY-MM-DD format).
  • Implementation owner: TBD (specialist).
  • Status: BLOCKED on these before workflow can fire.
Certificate Renewal — B2C — 90 / 60 / 30 / 7 (Drip build)
Trigger
Decision
Email
Tag / field update
Exit / goal
Goal pulls from any step
Upstream dependency