---
schema_version: "1"
id: a85ca0a1a9c66335d218c3f06e68dfb6c3c467a77bfed4331780ecb0003ac2ea
title: Configure a Financial Services Renewal Journey
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_overview_pm_financial_renewals.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_overview_pm_financial_renewals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 88021c3ecfed2c47ebe39151def1cf4720620716f6ca16990f6f3d35327b5112
description: Simplify renewal of financial service subscriptions and memberships with this Package Manager solution.
products:
  - Marketing
  - Marketing Cloud Engagement
release: "264"
---
# Configure a Financial Services Renewal Journey

Simplify renewal of financial service subscriptions and memberships with this Package Manager solution.

If you haven’t deployed this solution, before you begin, [deploy](https://help.salesforce.com/s/articleView?id=mktg.mc_overview_deploy_industry_solution.htm&release=264.0.0&type=5 "Deploy an industry solution to a Marketing Cloud Engagement business unit or enterprise.") the Financial Services Renewals solution.

1. Add customer data to personalize the message.
    1. In Contact Builder, select **Data Extensions**.
    2. Expand the Data Extensions folder, and select the Industry Solutions folder.
    3. Select the **Financial Services - Customer Info** data extension, and add your customer data to the relevant fields.
2. Open Journey Builder to configure the journey.
3. Rename the journey.
    1. In Journey Builder, select **Folders**.
    2. In the folder that you deployed the solution to, select **Financial Services Renewals**.
    3. Rename the journey to reflect your campaign.
4. If you don’t want to use the default entry source, select the **Data Extension** entry event.
5. Click **Schedule** and specify how often to run the journey.
6. Customize and test all the emails in the journey using the instructions in the email templates.
7. Set a goal for your journey.
8. Activate the journey.

#### See Also

- [Industry Solutions Set Up Resources](https://help.salesforce.com/s/articleView?id=mktg.mc_overview_pm_solutions_resources.htm&release=264.0.0&type=5 "Review the setup resources for using package solutions with Marketing Cloud Engagement.")