x PROCESS - Card Expiry Monthly Checking

Do a report at the start of each month and any cards that are due to expire, just make a note to check their order and if on a PP that they either update their card or you follow them up (cos IFS won't try and run an expired card and you won't be notified).

That way if they don't update and pay you can put them in the decline sequence on the date their payment was due to be made

HOW TO:

1.    Pull up Credit Card Report from Infusionsoft:

Ecommerce > Reports > Credit Card Report

2. Go to the second tab: Misc Criteria

3. Scroll down to the Exp Month/Year and select the month you need the report of:

4. Check each person’s profile for their order/s

5. If on a PP, send them an email to let them know that they either:

i. Update their card or

ii. Send follow up

6. If they don't update and pay, put them in the decline sequence on the date their payment is due to be made

Update Tracker

Filed: Card Expiry Monthly Checking - Tracker.xlsx
Saved here: Dropbox > 2022 Virtual Assistant Team > ADMIN > Reports

Fill the correct column with data:

• MONTH/YEAR

• WITH ACTIVE PP

• PP BAL DUE

• CC EXPIRED CAMPAIGN TRIGGERED?

The closest month should be at the top of the list