Payment failure occurs when the customer unintentionally/intentionally stops paying for a service or product. This might be because the card might be expired, there are insufficient funds or an issue with their bank.

A simple message to your customer about the problem with their payment can keep your relationship with them functional and simultaneously preserve your revenue and cash flow.

With our powerful segmentation and automated workflow, you can seamlessly create and handle payment failures.

Step 1: Login to BayEngage. You’ll be able to see the dashboard.

Step 2: Click on “Automations” and click ”create automation” on the next screen.

Step 3: Click on “Retrieve failed payments”

Step 4: Name your automation and click create.

Step 5: You'll be prompted to a default payment failure automation workflow.

Step 6: You can further streamline the workflow using the “Activity filter” or “User filter”. For instance, the trigger can be based on payment failure or based on the time period when a customer needs to be informed about upcoming payment.

Step 7: You can edit the First name, From and To Email address, Subject line, and Preview text fields in your email and click the "Edit Template" button to customize your email template. Hit “Save” to update the changes.

Step 8: Use the drag-and-drop editor to design your template. When you're finished making changes, click "Save," and it'll take you back to your automation workflow.

Step 9: Use the time delay option to leave appropriate intervals between each sequence. Drag it from the right and place it in “DROP HERE”. You can also specify your recipient's time zone to ensure the email arrives at any time. And then click “Save.”

Step 10: You can also add further follow-up Emails and SMS by dragging and dropping Email or SMS from the Actions on the right-hand side menu in the “DROP HERE” box.

Now that you've created your workflow click the "Set all Active" button at the top right of the screen. You'll be prompted to confirm that you want to activate the action. Once you click on Active, your automation gets activated.

To check your performance:

You can easily check the performance of all your metrics using the “View Reports” option at the top right of the dashboard.

🤔How does BayEngage help me reduce passive churn?

BayEngage helps in automating the process of notifying your customers regarding failed payments, making it easy to update the card details with one-click (quick action URL).

🤔How easy or difficult is it to integrate Recharge with BayEngage?

Integrating BayEngage with Recharge takes a few simple steps. The BayEngage onboarding team will help you with the entire setup process.

🤔How do I automate my payment failure/recovery emails?

BayEngage has a pre-built recipe to retrieve failed payments. You can simply customize the workflow with the Email, SMS, and other elements with a simple drag and drop. Your emails will be automatically sent when the payment failure event occurs (after multiple retries).

🤔Is BayEngage free?

BayEngage offers a 14-day free trial after which you can continue to use the platform for free - Up to 250 subscribers and 500 emails.

🤔Do I get help with the initial setup process?

Yes, our technical experts will hold your hand and guide you through the setup process.