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Configurar la automatización cuando un Autocharge falla o tiene éxito

Introducción

Infusionsoft carga automáticamente una tarjeta de crédito cuando el cliente hace una compra única y opta por pagar en varias cuotas (plan de pago) o cuando compra un programa de suscripción que implica cierta facturación recurrente. Si un cliente cierra una cuenta de tarjeta de crédito o tiene otros problemas con su tarjeta, los cargos automáticos no se procesarán. Cuando esto sucede, no podrá recaudar los fondos hasta que se resuelva el problema. Puede configurar la automatización de facturación que le alertará tanto a usted como al cliente de que existe un problema.

Instrucciones paso a paso

1 - Ir a E-Commerce> Configuración

2 - Haga clic en Automatización de facturación en el menú Configuración.

3 - Seleccione cuando se realiza un intento de descarga automática desde el menú desplegable y haga clic en el botón Añadir Desencadenante.


4 - Establezca los Criterios de activación.
     - Seleccione un evento de descarga automática en el menú desplegable, fallido o exitoso.
     - (Opcional) Seleccione productos específicos. Si no establece un criterio de producto, el desencadenante se aplicará a todos los productos y programas de suscripción.
     - Seleccione los criterios de error o éxito.
     - Criterios de falla
     - Criterios de éxito

5 - Añadir acciones (como crear una tarea para que una persona de su empresa realice un seguimiento con el cliente).

6 - Haga clic en el botón Guardar Desencadenante.

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