Click “My Account” at the top of the Jump Consulting website.
Click on “Subscriptions”
Click “Resubscribe”
Anyone who owes money to Jump Consulting (BMWB, MM) must be contacted once a day for three days in a row.
If the client still has not paid for three days, let Bella know so she can send a personalized message to them.
*When their payment drops off WE or THEY have to go in and press PAY on the subscription side of their portal. Then, if more than one payment has been missed we need to charge them in stripe.
If they wish to continue and have had the issues stated above, follow the process in the video below:
Attach the link to update card
Send Update Payment Canned Email (template below).
Hey there, name!!
We think that your payment might need to be updated!!
To update your card, go here: https://jumpconsulting.net/update-card/
Note: It does require a submission of 10 cents in order to authorize your card, but your card won't be charged.
Let me know if that works and we will check on our end as well- thank you so very much!!!
{Signature}
During the payment verification, any cards that decline:
By the end of the day on the 1st, Project Manager highlights in the roster the people who were declined. Write "failed" in the notes
The system automatically emails the clients to let them know about the decline. It will reattempt their card.
Usually, the client will update their card from the system email.
Email the client with a link to update their card information once a day for three days, if the information is not resolved, forward to Bella.
Once Project Manager receives confirmation from the client that the card has been updated, she will run the card again through the website.
There is a minimum 1-hour delay between requesting a retry in WooCommerce and the card actually being run. WooCommerce will automatically retry subscription payments using their dunning technology for payment recovery. Usually, the automatic system succeeds. The following steps are only to be used after the automated system is unable to recover payments.
Go to subscriptions in WooCommerce.
Navigate to the subscription you want to force a retry for. The status will be set to “on hold” which is the default after the retry system fails.
Change the status from “On Hold” to “Active” and click the blue “Update” button in the sidebar.
Once updated, the “next payment” date in the sidebar will be updated to the next payment cycle, 30 days out.
Change the date to today. WooCommerce will automatically say “please pick a date at least 1 hour in the future.”
Click “OK” and the time will automatically update to 1 hour in the future.
Click update, and WooCommerce will reattempt the charge in 1 hour.
If the payment still fails, email the client using the failed payment email templates.
If a member canceled by mistake or you are needing to manually create a new subscription in WordPress watch the video.
After this, you can send them an email saying to confirm their invoice for this payment or go to "users" in WP, search their name or email, then click "switch to" on their profile. Go to "orders" and from there you can click the button that says "pay now or confirm payment" and process the payment manually.
Once processed, double-check in Stripe and make sure the next payment is the same day they are typically charged, and email them to let them know their payment has been processed.
In weekly updates, let Bella know two weeks ahead of time who is getting an email for annual renewal update.
Reach out and tag those people in the mastermind. This includes personally inviting them to events via DM or email (whichever they respond to) and tagging them in some popular threads that are happening in the moment.
A week after we send the email, notify Bell of them again and tell her if they have responded anywhere or not.