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Automatic Credit Card Expires Soon Email
Automatic Credit Card Expires Soon Email

How to add in/customize your automatic email that goes out when a member has a credit card that expires next month.

Laura Hines avatar
Written by Laura Hines
Updated over a week ago

RainMaker has an optional feature that will automatically send your members the email of your choice when the credit card they have on file is about to expire! This will help ensure that you have accurate card data on file, so you can make sure you receive your tuition payments on time! To set this up, please follow the steps below. There will also be a tutorial video down at the bottom of this page! 

Go to Settings > RainMaker Settings > RainMaker Settings. 

Click "Financial and POS Settings" on the left-hand column.

 
 In window on right-hand, side scroll down to the "Automatic Credit Card Expires Soon Email"

Here, you will simply enter the text you would like to send. Note, you can use the Merge Tags listed above: {STUDENTNAME} and {PARENTNAME}
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Then Save your Settings!
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This email will go out the month before the card expires on the 1st, the 15th and the 25th. Once they update the card, it will stop sending to them.
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**If you delete all the text in the "Automatic Credit Card Expires Soon Email" box and save the settings, it will turn off the automatic email notifications about expired cards.


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