First-rights expiration reminder automation

Expiration reminder automations email holders before their renewal window closes, dramatically increasing claim rates. Chamberly ships built-in reminder triggers tied to the first-rights expiration date, with sensible defaults you can customize per chamber.

• Confirm a default sender is configured under Settings > Email.

• Have at least one sponsorship with an expiration date set.

• Pick the cadence: typical defaults are 14 days, 7 days, and 1 day before expiration.

1. Go to Sidebar > Automations.

2. Click New automation and choose the trigger First rights expiration approaching.

3. Set the offset (e.g., "7 days before expiration").

4. Pick the email template or build a new one with the email block builder.

5. Add merge tags: {{holder.first_name}}, {{sponsorship.name}}, {{expiration.date}}, and {{claim.url}}.

6. Optionally add filters — for example, only send to Unclaimed holders.

7. Click Activate. The automation runs on the daily Inngest cron at midnight UTC.

• Stack three reminders (14, 7, 1 day) for the highest claim rate.

• Use a different subject line for each reminder so they don't filter as duplicates.

• Include a direct claim button — single-click conversion beats multi-step flows every time.

What if a holder already claimed?
The filter on holder status excludes claimed holders so they don't get nudge emails.

Can I send a reminder to my team in addition to the holder?
Yes — add an internal recipient block in the automation builder.

• Setting renewal periods and expiration

• Tracking who claimed vs unclaimed