Efficient billing management is crucial to ensure a seamless experience for both customers and businesses. One integral aspect of this process is handling scheduled single-payment memberships, particularly when payments are set for the future.
This automation serves as a safeguard against potential payment failures, ensuring that customers' subscriptions are not disrupted due to payment issues.
When a payment date for a single payment subscription is set for the future and the time comes to process the invoice, the system kicks into action. It first checks if the payment was successful. If the payment fails, the automation is triggered.
Here's how it works:
Automated Payment Processing: On a daily basis, the system processes scheduled invoices for customers. It detects if any of these invoices belong to a single payment subscription.
Payment Failure Detection: If a payment for a single payment subscription fails, the system is triggered to activate the automation process.
Automation Activation: Once triggered, the automation process will be initiated, ensuring that the necessary actions are taken to rectify the situation. This includes adding a contact to a campaign, move contact to group, assign tag to a contact or assigning a contact to a staff.
Here are the steps on how to access this system enhancement:
Step 1: On the left menu, select the Automation tab and then click Management.
Step 2: Click the New Automation button.
Step 3: Type in the name of the automation.
Step 4: Under the Subject tab, select Payments.
Step 5: On the Event tab, you will now be able to see all the available automations when cancelling a subscription, including Declined scheduled single payment membership.
Step 6: Once done filling out the tabs, click the Add Action button.
Step 7: For the name and target, select the actions of your preference from the options in the dropdown menu. Options available for the name of actions are 1) Add contact to campaign; 2) Move contact to group; 3) Assign tag to a contact; and 4) Assign contact to a staff. Once everything is selected, click on the blue Save icon
Step 8: To save the automation, click the Save button.
Step 9. You will get a confirmation pop-up; just hit Confirm to save the new automation.
