Topic:
How do I inform members when a payment is due or when they will be auto-renewed?
Solution:
There is a group of automatic emails to take care of this. The emails can be found and customized in the Payment Properties section of the Checkout page in Setup. The emails are dual-purpose: If you are using the Payment Frequency feature (Monthly, Quarterly, Annually, etc.) in your Membership, then they inform the member when a payment is due. If you are using Auto-Renewals, then they inform the members that they are going to be renewed.
Here are the four emails and what each of them does:
Credit Card Payment Reminder Email
This email is sent only to members who selected Credit Card as their payment method. The purpose of the email is to let the member know that their payment or renewal fees will be charged to their credit card seven days from today. This email is sent out 7 days before payment is due or renewal date.
Non-Credit Card Payment Reminder Email
This email is sent to members whose payment method is not an online Credit Card. The purpose of the email is to let the member know that they need to send in their payment or renewal fee (mail their check, authorize the purchase order, etc.). This email is sent out 7 days before payment is due or renewal date.
Credit Card Payment Confirmation Email
This email is only sent when you are doing online credit card processing. It is sent to members when our system has successfully charged the payment or renewal fee to the credit card on file. The purpose of the email is to let the member know their credit card has been charged.
Credit Card Payment Decline Email
This email is only sent when you are doing online credit card processing. It is sent to members when our system has failed to charge the payment or renewal fee to the credit card on file. The purpose of the email is to let the member know the credit card transaction was declined for some reason and that they will probably need to update their credit card information in their member record.
Additional Information:
It is very unlikely that you will build a Membership form that uses both the Payment Frequency and Auto-Renewal features, but if you do then you will probably want to compose these emails in a generic fashion so that they can apply to both Payments reminders and Auto-Renewals reminders.
Related Links:
Keywords: Membership, Renewal, Renew, Payment, Auto-Renew, frequency
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