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Babysit billing with automation

August 21, 2014 by Jama Leave a Comment

If you’re using subscriptions or payment plans in Infusionsoft, you want to be sure billing automation is set up.

What does it do? You can create any number of actions, including tasks and emails, for when a credit card fails on the first attempt, last attempt, or any attempt in between. For instance, the card fails and you can send the customer an email asking them to update their credit card.

You can also create actions when a credit card is X number of days away from expiring — 30 days, 7 days, you choose. You can be proactive and send the customer an email letting them know their card is about to expire and they need to update it.

The emails also give them a link that they can click on and update their card on file.

To learn how, watch this video.

About Jama

Jama Bryan, owner and founder of Your Online Marketing Team, has been an entrepreneur since 1996. Jama has numerous clients, mainly coaches and speakers, scattered throughout the United States and Canada -- and even the UK and Australia. Even though she is very friendly and enjoys interacting with her exciting clients, there are very few she has ever met in person thanks to the technology of the mighty Internet. She loves being an integral part of her clients’ businesses, watching them grow and helping them succeed. Although she now focuses her skills on being an Infusionsoft Certified Consultant, she still handles a variety of tasks for her clients or delegates them to her team.