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Cookbook Marketing Easy Digital Downloads

Forecast Subscription Renewals in Easy Digital Downloads with AI

See what will renew in the next 30 days, week by week, with yearly renewals and ending trials flagged for a heads-up email.

Difficulty Beginner
Time ~5 min

Prerequisites

A connected site running Easy Digital Downloads 3.7.1 or newer with Recurring Payments 2.14.0 or newer, on WordPress 6.9 or newer. Read only, so AI write access can stay off.

The prompt 
I run my store on Easy Digital Downloads with Recurring Payments. Use the Easy Digital Downloads and Recurring Payments abilities, read only, to forecast renewals. Do not change or send anything. Find every subscription with the status active or trialling that is due to renew between today and [30] days from today, and page through the results until you have all of them. Group them by week and show, for each week, how many renewals are due and the expected amount. Then give me the total. After that, list separately every yearly renewal and every trial that converts to paid in that window, with the customer's name and email, the product, the amount, and the date, sorted by date, so I can send them a heads-up before the charge. Note that the forecast assumes every renewal succeeds.
Already connected?

Skip pasting the full prompt. Drop this into your AI on a site that already has WPVibe:

Run the “Forecast Subscription Renewals in Easy Digital Downloads with AI” recipe from the WPVibe cookbook on my connected site.

Recurring revenue is supposed to be predictable, but most store owners can't say what will renew next month without exporting subscriptions to a spreadsheet. The yearly renewals matter most: a large charge that arrives without warning is the one most likely to turn into a refund request or a dispute.

The AI reads it through Recurring Payments' own abilities, read only: every active subscription and trial due to renew in the window you pick, grouped by week, with the expected amount for each week and the total. It flags yearly renewals and trials about to convert, so you can send a friendly heads-up before the charge lands. Nothing is changed and nothing is sent.

Paste the prompt and pick your window. Use the forecast for planning, and use the yearly list for a reminder email a week or two ahead. The forecast assumes every renewal goes through, so read it next to the failing subscriptions list if you want a realistic number.

Outcome

You have a week-by-week renewal forecast for the window you chose, plus a list of yearly renewals and ending trials to warn ahead of the charge, with nothing changed in the store.