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Aim renewal outreach at engaged 2Checkout subscribers
For sales and renewal teams who ask their AI assistant to combine expiring 2Checkout subscriptions with Drip lead scores and tags.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Renewal effort goes to the wrong expiring subscriptions
Renewal teams cannot tell which expiring 2Checkout subscribers are engaged. Checking auto-renew in one system and Drip score in another for every subscription is too slow to do by hand.
Without PopdockAI
- List expiring subscriptions in 2Checkout
- Check auto-renew on each one
- Search Drip for each owner's score and tags
- Outreach goes out without a clear priority
With PopdockAI
- Expiring subscriptions are listed for your dates
- Auto-renew is checked for each one
- Each owner's Drip status, score and tags are added
- Best targets are marked and no emails are sent
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List 2Checkout subscriptions expiring between `{from-date}` and `{to-date}` and show how engaged each owner is in Drip, so renewals can be prioritised.
**Step 1: Read expiring subscriptions from 2checkout**
Call `2checkout-get-subscription` with `expiration-date.from` set to `{from-date}` and `expiration-date.to` set to `{to-date}`. Keep subscription-reference, product-name, expiration-date and end-user-email.
**Step 2: Read renewal state**
For each subscription call `2checkout-get-subscriptionrenewal` with `subscription-reference`. Note whether recurring-enabled is true.
**Step 3: Look up engagement in Drip**
Call `drip-get-subscriber` with `email` set to the end-user-email. Keep lead-score, status and tags. If no record exists, mark the owner as not in Drip.
**Step 4: Report**
Table sorted by expiration-date: subscription, product, expires, auto-renew on or off, Drip status, lead-score, tags. Flag rows where auto-renew is off and lead-score is high as the best manual outreach targets.
**Rules & Guidelines:**
* Tools named `2checkout-get-*` belong to the 2checkout server. Tools named `drip-*` belong to the drip server. Both servers must be connected.
* This prompt is read-only. Never call any 2checkout action tool (for example `2checkout-customer-update`, `2checkout-subscription-disable`) and never call any drip action tool (for example `drip-add-subscriber`, `drip-add-subscriber-tag`, `drip-unsubscribe-subscriber`).
* Match people across systems on email address, compared case-insensitively after trimming spaces. Never match on name alone.
**Validation:**
* If no subscriptions expire in the window, say so and stop.
* Dates use YYYY-MM-DD.
Who it's for
One answer, three teams that use it
Renewal managers
Know who to call before a subscription lapses
Engaged owners with auto-renew off are marked as the best manual outreach targets, so calls go where they can save a renewal.
Which 2Checkout subscriptions expire in December with auto-renew off and an engaged Drip owner?
Customer success managers
Spot quiet customers before renewal
Owners missing from Drip or with a low score stand out, so you can check in before the expiry date.
Show subscriptions expiring in the next 30 days and flag owners who are not in Drip.
Lifecycle marketers
Plan renewal campaigns from real engagement
See how engaged each expiring subscriber is before you design the reminder sequence for that window.
List 2Checkout subscriptions expiring in Q1 2027 with each owner's Drip tags and lead score.
How it works
What PopdockAI does when you ask
You give a date range and your AI assistant lines up expiring 2Checkout subscriptions with Drip engagement. It only reads data and sends nothing.
01
Ask
You give the start and end dates for expiries.
02
Subscriptions
It reads the expiring 2Checkout subscriptions.
03
Renewal
It checks whether auto-renew is on for each one.
04
Engagement
It looks up each owner in Drip and marks high scorers with auto-renew off as outreach targets.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
2checkout-get-subscription
2checkout-get-subscriptionrenewal
drip-get-subscriber
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Renewal outreach aimed at the right subscribers
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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