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Nudge billing contacts of upcoming renewals

If an app has an upcoming renewal you can Nudge the billing contact of the renewal automatically

Velizar Demirev avatar
Written by Velizar Demirev
Updated over 3 weeks ago

Keeping your billing contacts informed about upcoming subscription renewals is an important part of managing your SaaS environment. Nudge Security lets you configure notification rules to automatically alert key stakeholders when a renewal is coming up, so nothing falls through the cracks.

Setting Billing Contacts

Every app has a Spend module that allows you to add spend-related information. In this module, you can set the billing contact, billing frequency, and renewal date for specific apps you want billing contacts to be notified about.

For apps where we discover spend data, we’ll also add a Spend section that includes details such as invoices, billing contacts, and more. We'll automatically set spend-related data based on what we find, but you should double-check to ensure it’s assigned to the correct billing contact.

Create the notification rule to Nudge billing contacts

Navigate to Notifications → Rules and create a new rule

Once you're ready to create the notification rule to Nudge billing contacts you can go to Notifications → Rules in the nav and click on Create new rule +.

Select the App option and set conditions

From there, you'll want to select the app tile, add your Renewal Date event, and define the threshold. You can choose to be notified when the renewal date is less than:

  • 30 days

  • 60 days

  • 90 days

  • 120 days

Next, select your preferred notification method. If you choose the Nudge method, the notification will focus on Nudging the specific billing contact for any app with an upcoming renewal within the time frame you defined in the previous step.

You can also mix and match notification methods—sending alerts via email, Slack (user or channel), or even a webhook.

Pro Tip

You can create multiple rules for different time intervals (e.g., 30, 14, and 7 days out) or different app types (critical tools vs. long tail apps).

Example Nudge Notification

Here’s an example of the notification a billing contact will receive:

If you need help setting notifications up, reach out to our support team—we’re happy to help.

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