Failed payment recovery is the manual process of identifying declined transactions, contacting customers, and retrying payments. Running this manually consumes per week and leaves many failed payments unrecovered, reducing membership revenue.
Automation detects failed payments instantly, sends personalized recovery emails, and retries payments on an optimized schedule. The result is faster recovery, higher success rates, and minimal staff involvement.
The full workflow, from trigger to completion.
The automation is triggered whenever detects a failed or declined payment. The trigger captures the customer ID, amount, decline reason, and timestamp.
The automation queries to retrieve the customer's email, phone, membership type, and retry history. This ensures the correct contact information is used.
The automation reviews the decline reason, customer retry history, and membership status to determine if an automatic retry should be attempted now or if the customer should be notified first.
A templated email is sent to the customer notifying them of the failed payment and providing a link to update their card information. The email is personalized with the customer's name and membership details.
The automation schedules a retry attempt for 3 days later if the customer does not update their card. A second retry is scheduled for 7 days if the first retry fails.
All failed payment details, retry attempts, and outcomes are logged audit trail for reconciliation and reporting.
A summary notification is posted so the team is aware of the failed payment and any manual follow-up needed.
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