Inside Keap you’ll have a plethora of options available to support your students with their learning experiences.
You can create automations and follow up sequences for cart abandonment, drip content over any amount of time and send corresponding emails for the new content releases, or automate failed payment notifications and credit card updates.
We’ll take a closer look at what a failed payment automation could look like inside of Keap.
This automation should be set up if you offer a monthly membership, payment plans, and/or a subscription plan. It’s a simple way to save you time and empower customers to take ownership of their membership and failed payments.
The failed payment tag will be applied through AccessAlly after their payment has failed. AccessAlly will attempt a failed payment three times before applying this tag.
The tag applied through AccessAlly is synced with Keap and will trigger your failed payment campaign.
After the failed payment tag trigger starts off your campaign, your contacts will go through a sequence that removes the successful payment tag first.
In the next sequence, you’ll set up email notifications that their credit card has failed and it’s time to update it. You’ll want to include a link to the profile page on the membership site. From that page, your customers can update their credit card directly and resolve the issue.
In the email reminders sequence within Keap, you can choose your frequency of communication and the email content. We recommend a simple, concise language that communicates the issue of the failed payment, and clearly drives them to update their credit card in order to resolve the issue.
Within these emails, you’ll also want to communicate that if they don’t update their credit card, they’ll lose access to their course or program.
The next sequence within the campaign will revoke their access to the specific program using a HTTP post directly from AccessAlly’s payment automation section. Simply copy the HTTP post from AccessAlly and paste it into Keap’s HTTP post action.
The end goal of this campaign should be the successful payment tag. Note that this is the same tag we removed in the first sequence of this campaign. With this configuration, when someone updates their credit card and has a successful payment, the successful payment tag will be applied through AccessAlly and sync with Keap, therefore stopping the reminder email sequence.
After the successful payment tag end goal, add a sequence that will remove the failed payment tag. Note that this is the same tag that triggers this campaign in the first place.
This configuration will allow this campaign to repeat if a future payment fails for the same client.
And there you have it. A simple failed payment automation that doesn’t require any hands on time for you or your team, and empowers your students to update their own credit card and keep access to the course or program.