ThriveCart’s built-in dunning functionality allows you to automatically notify your customers ahead of time before their payments are due to be processed, or if their payments are overdue, all without the need of expensive 3rd-party services.
ThriveCart gives you the power to use your own methods of notification (such as through your own emails via your autoresponder) or using the built-in functionality. Let’s take a look.
1. Using ThriveCart’s payment notifications
Under your Settings > Dunning area, you’ll want to enable ThriveCart’s dunning emails.
Under this area are two options around upcoming and overdue payments.
This allows you to set account global automated reminders to your customers before their payment is due and after their payment was due to be processed.
ThriveCart’s built-in functionality allows you to set multiple reminders (up to 3) in the following ways:
- 1 Reminder; 1 day before/after a payment is due.
- 2 Reminders; 2 days before/after a payment is due & 1 day.
- 3 Reminders; 3 days before/after a payment is due, 2 days, and then 1 day.
- None (disabled)
The “None” option allows you to set only specific reminders, so if you didn’t want to notify the customer when their payment is overdue and only when it’s coming up, you could disable those specific reminder emails.
What do the built-in notifications contain?
Our system sent notifications are clean and professional. We clearly tell them when their payment is due to be processed (or how long it’s overdue), we tell them the product name, your business name, and contain an auto-login link to your customer hub so they can update their details if required. We also provide a link to email or be taken to your support area (pulled from your product settings).
2. Using your own custom notifications
If you don’t want to use ThriveCart’s including notifications, you can set up notifications using your product’s individual behaviour rules. This allows you to set different notifications for different products!
Under your products behaviour options (see this article for more details on product behaviour rules), you’ll have some new triggers under the Dunning section, including:
- When a payment is upcoming
- When a payment is overdue
When selecting these options you can then enter the specific number of days before/after this rule will trigger.
You can then select the service you want to trigger, such as your autoresponder so you can add the customer to a tag or automation to send your own custom follow-up email sequence. Remember you can get your customer hub URL from your settings area too.
Or you can use integrations like Google Sheets and Slack if you’re wanting to collate this information and/or have a more personal follow up/let your team know about a customers upcoming card expiry.
For example, you may have an annual subscription and you want to remind your customers 7-days ahead of their rebill. You can easily add your customer to a campaign in your autoresponder to trigger this.
If you have any questions about setting upcoming or overdue payment notifications then you can contact the friendly support team directly.