Failed payment dunning is the process of tracking declined transactions, contacting customers, and recovering revenue through reminders and retries.
Automated dunning monitors failed payments continuously, sends personalized reminders on a schedule, retries charges automatically, and logs all outcomes in the CRM. Recovery happens faster and more consistently, freeing the team from repetitive follow-up work.
The full workflow, from trigger to completion.
The automation detects a failed payment event and extracts the customer ID, amount, and failure reason.
The system retrieves the customer's email, name, and enrollment history.
An automated email is sent with a personalized payment recovery link and a 3-day deadline.
The dunning attempt is recorded with a timestamp and sequence stage.
The automation schedules an automatic payment retry for day 3 and a second email reminder for day 5 if the first payment fails.
On day 3, the system automatically retries the charge using the customer's stored payment method.
The system checks whether the retry succeeded or failed.
If payment succeeds, enrollment is activated and a confirmation email is sent. If it fails, a final escalation email is sent and the case is flagged for manual review.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.