Hey, guys, what's up?
It's Christine Seale de HighLevel queen, and today we are going to talk about how
to handle failed payments and recurring subscriptions and also your automated
emails that go out for your subscription based customers and branding in strength.
So let's get started.
All right, so first,
it's important to note that Strib actually has automated bell collection features
built in and you can manage your free trials, your emails that go out when
the trial is over, your branding and field payments, you can do all that stuff.
So we're going to cover all that today.
OK, so first you're going to want to go
into settings and then click on subscriptions and emails.
And if you can't find it,
you can do a search here, subscriptions and emails right there.
OK, and I'm in stripe, and the first thing that you're going
to be able to do is manage your free trial messaging.
So there are regulations and card network requirements for free trials.
And if you want to be compliant
with that and you do offer free trial, you're going to want to make sure
to enable the sender a reminder email seven days before.
And you also can have a cancelation
policy, as well as adding a one time trial over message to statement descriptor.
And you're going to want to make sure to click learn more here just to make sure
based on your state or your country that you are fully compliant.
All right.
The second thing you can do is what happens if your payments have failed?
So you can actually
send an email about an upcoming renewal and send an email about an expiring card.
So Stripe knows if your client's card is about to expire and it can automatically
send your client an email at the beginning of the month to remind
them to update their card and click on preview email.
And you can actually see this right here.
It's pretty cool, right?
OK, and then you can also customize the design,
so if you click on Customize Design, it opens up this page.
And you can put your branding in here, so I'm going to go get my colors.
And this is from the academy.
I'm going to copy this and I'm going to pull it in, I can't do it that way.
It has to be the RGV so
high,
I can't remember all that. Eighty seven.
One seventy six to twenty seven.
We'll see if I did it right. I think I did it right.
OK, so that's how you do the branding.
You can even do your logo, so you can do SI.
And to go find my logo real quick logo.
And you can do an icon if you want.
Since my logo is the same color, I might want to change.
See, now you can see it better, so it was exactly the same color.
Really make it like.
Later, like that.
OK, and then you can do even an accent
color, so if I want to go pull like one of my accent colors.
I got to remember those RGV.
But I'm going to leave it like
that for now, and that's like the button color guess.
OK, so click on Save Changes and that's how you do the branding.
Now, when I go back and click on
preview email, it will be branded pretty, pretty, pretty.
OK, now another thing you can do as manager, film payments.
So whatever you
steps you would like to take when your customers payment method fails.
OK, so you can do lots of things here.
You can use smart retries, which is going to retry the failed payment.
Now, obviously, if the card is expired,
this isn't going to work, but you can retry up to four times within
either one week, two weeks, three weeks or a month.
Or you can even do your own custom
schedule here and then also you can send emails when the card payments fail.
This is what that's going to look like here, OK?
And then if the if all retries bail,
you can either cancel market isn't unpaid or leave it as is.
So probably want to cancel it if they're not going to pay for the subscription.
Right.
And if all tries pale, it's all retries fail.
You can either leave it or market is uncollectible.
That's for the invoice.
So this is for the subscription and this is for the invoice.
OK.
And if someone disputes their payment, you can either cancel at the end,
cancel immediately, or leave it as is again up to you.
And then you can also, if you want to, if you're in Europe
and have to handle three days secure, this is the section for that.
OK,
you can manage your invoices,
you can send them a finalized invoice or a reminder of an invoice hasn't been paid.
So these are for the invoices.
OK, if you want to keep reminding them
and bugging them to pay their invoices, you can.
Change this, OK,
and then you can also set up porzel payment collections based on your needs.
OK.
Now, I know that was a lot to take in,
but if you have a subscription product,
it's super important to be able to customize this stuff.
And I actually on my front end,
I use HighLevel, which is an all in one platform that I use to replace all
the tools in my marketing agency that I used to use before.
I don't need funnels anymore.
I don't need Clickfunnels anymore.
I don't need Clicksend or Callrail or any of that.
I can literally integrate Stripe in with my funnel
inside of HighLevel and then I can actually nurture my leads,
track my pipeline, send them campaigns, text, emails, everything automatically.
So if you guys are interested in getting
a free trial using the link below, plus my bonuses, go check that out.
Don't forget to like and subscribe so you don't miss any future videos for me.
And I'll see you guys next time.