The “Payment Plan failed payment” event triggers anytime any payment plan payment fails. This event will not trigger by failed subscription payments.

This event trigger will run in conjunction with what you have set up for the global “Failed Payment” trigger too. Integration actions that you have set up for both events will run.

The purpose of this billing automation event trigger is to give you the flexibility to create different follow-up processes for payment plans / accounts receivables and subscriptions.

Be sure to think through your customer experience and use the appropriate combination of triggers to start the follow-up experience that you want to facilitate.

If you want all failed payments (both subscriptions and payment plans) to go through the same follow-up process, you can just use the “Failed Payment” event trigger, and you can skip using this Payment Plan Failed Payment event trigger.

Most people will want this event to trigger a unique follow-up sequence in their CRM / Marketing Automation tool to follow up with their customers on payment plans, and prompt them to update their cards on file. This follow-up sequence is where you will use your Customer Portal URL. 

Be sure to include a link to your Customer Portal in your follow-up emails. 

Click here to learn more about how your customers can update their credit card with your Customer Portal.