Spiffy's Billing Automation settings allow the ability to trigger different actions based on a variety of billing events. Click here to view our Billing Automation Overview to get a better understanding of how to use our Billing Automation integrations most effectively.
Card Expiring Event
The Card Expiring event triggers two (2) months, or 60 days, before the month their credit card expires.
This event is most commonly used to trigger a courtesy reminder campaign that proactively reminds customers to update their billing information. This helps proactively prevent failed payments.
Most people setup this event to trigger a follow up sequence in their CRM / Marketing Automation tool to follow up with their customer to get them to update their card on file. Be sure to include a link to your Customer Portal URL in your follow up emails.
Make Sure to Adjust Your Stripe Settings
If you are using this Billing Automation event, be sure to check your Stripe settings and make sure that the setting for Send Emails About Upcoming Renewals is turned off.
Logged into your Stripe account? View these settings.
Our Zapier integration allows you to tailor the communication in your followups to include price, product name, the last 4 digits of their CC number, etc.This is possible by setting up Zapier to pass information from Spiffy into custom fields in your CRM, and then using merge fields for those custom fields within your email.
Zapier also enables you to merge in our Card Swap link into your follow up emails, where the user can click and update their billing information right from your email. The Card Swap link is a custom magic link that automatically logs them in to their portal to just add a new card on file.
For more information on setting this up Click Here.
If you have any other questions about this event, or billing automation in general, please watch our Billing Automation Overview video, or reach out to us directly at firstname.lastname@example.org.