Intro
In this article, we describe step-by-step how to create a smart rule that sends an automatic email to a member whose payment card is about to expire.
Based on this example, the email will be sent one month before the debit card expires and then it will be sent once more approx. 15 days before the card expires. So every user profile with a registered card that is about to expire will receive the email twice (unless they have updated to a valid card of course!)
Do this:
Go to Settings > Smart Rules.
Tap the plus icon in the upper right corner to add a new smart rule.
Select trigger
The first step is to choose what type of event in the system will trigger the rule. Select the option "All users, once per day".
Now it's time to set up the smart rule.
Start by filling in "Name", in this example we have chosen to name the rule "Debit cards that expire". On the right there is a checkbox to activate the rule, check it and the rule will take effect when it is created.
Under filtering, first press the " Add comparison " button.
In the first drop-down list, select: "User - Has active Subscription".
In the second drop-down list, select: "Yes".
(In the top drop-down list where you choose between "and" or "or", leave "and" as is).
Then press the " Add comparison " button again.
In the first drop-down list, select "Default payment method - Payment method"
In the second drop-down list, select "=".
In the third drop-down list, select "Card Payment".
Then press the "Add comparison" button again.
In the first drop-down list, select "Default payment method - Expires "
In the second drop-down list, select "Within days forward".
In the third drop-down list, select " 30 ".
Then press the " Add comparison " button again.
In the first drop-down list, select "Default payment method - Status"
In the second drop-down list, select "= ".
In the third drop-down list, select "Active".
It should now look like the image below:
Action
Add an action via the plus sign.
Select "Communicate - Email". For this action there are a few more options, set as below:
From
The facility's email address.
To
$(User.email).
Use Layout
DO NOT check this box.
Subject
Optional! This will be the subject line of the email (e.g. "Your debit card is expiring soon!").
Content
Here you fill in what you want to be in the email that goes out to members.
Example
Hello $(User.first_name)
You have a payment card added to your profile that will soon become invalid. We therefore ask you to go to your profile as soon as possible and add a valid payment card to avoid missed payments and interruptions in your service. It is very simple and does not take long, to make it easier for you we have sent a short guide explaining how to proceed.
How do I do it?
1. Log in via https://sitename.wondr.se with your login details
2. Tap the icon with your initials in the right corner and select the “Payment method” option
3. Press the green button "Add payment method"
4. Select the payment method card payment, approve the message in the box below and press "Finish"
5. Fill in the card details for your new valid payment card
If you would like help with this or have any other questions, you can always contact our staff, they are there to help you.
Kind regards,
XXX"
Then set "Repeats"
Number of days until this rule can run again: 16 .
Subject: User .
Press "Create".
IMPORTANT! If you have chosen to check the box Enabled, the rule is now live. If you have any questions, please contact our support.