Configurar la automatización según la fecha de vencimiento de la tarjeta de crédito


Puede configurar activadores de facturación que le ayuden a comunicarse proactivamente con un cliente cuando su tarjeta está a punto de caducar. Este tipo de seguimiento reducirá los fallos de carga automática debido a las tarjetas de crédito vencidas.

Tiempo de activación de la expiración
Los activadores de automatización de facturación funcionan fuera del último día del mes para el mes en el que la tarjeta está configurada para caducar. Por ejemplo, si activa el activador 10 días antes de la expiración y la tarjeta expira 2/2015, el activador se activará en 2/19/2015 - 10 días antes del final del mes en que caduca la tarjeta.

Instrucciones paso a paso

1 - Vaya a E-Commerce> Configuración en la navegación maestra.

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

3 - Seleccione Cuando una tarjeta de crédito vaya a expirar desde el menú desplegable y haga clic en el botón Añadir desencadenador.

4 - Establezca los Criterios de activación.Seleccione el tipo de tarjeta en el menú desplegable.
 - El valor predeterminado es Cualquier tipo.
 - Introduzca los días antes de la expiración. Esto le permitirá programar el seguimiento basado en la fecha de caducidad de la tarjeta.
 - Elija las tarjetas a incluir basadas en el estado de carga automática. El valor predeterminado es No, lo que significa que sólo los clientes cuyas tarjetas tienen cargos futuros recibirán seguimiento. Establezca esta opción en Sí si desea que esta automatización se aplique a TODOS sus clientes; Incluso aquellos que no tienen facturación de suscripción activa.

5 - Añadir acciones
Ejemplo de accionesUn par de acciones típicas sería:Enviar una tarea a alguien en su empresa para llegar al clienteEnvíe al cliente un recordatorio de correo electrónico para actualizar su tarjeta.

6 - Haga clic en Guardar desencadenador.


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