Automation Rule: Online payment has been canceled

Online payment has been canceled

This automation rule sends a notification to a member confirming that their online payment process has been successfully canceled. This provides immediate feedback to the user, reassuring them that the transaction was not completed and no funds were taken.

• Provide Instant Confirmation: Automatically sends a message the moment a member cancels a payment, eliminating any doubt or confusion.
• Reduce Support Queries: By confirming the cancellation, you prevent members from contacting your support team to ask if their payment went through.
• Maintain Clear Communication: Creates a helpful and professional experience for members when they interact with your payment system.

Before You Start

1. Navigate to PGM -> Automation -> Automation Rules.
2. Press 'Add automation rule' to create a new rule.
3. In the pop-up window:
   • Create a unique name for the Automation Centre Rule (e.g., "Confirmation of Canceled Payment").
   • Select 'Notification' as the Action.
   • Select 'Online payment has been canceled' from the rule list.
4. A new configuration window will open where you can set up the notification.
5. Choose an Action:
   • Email: Send an email to the club member. Enter a 'From Email' and 'From Name'.
   • SMS: Send a text message (cost per SMS applies).
   • Push notification: Send a push notification to members who use the PG App.
6. In Notification Content, create the confirmation message that will be sent. Use the tokens below to include specific details about the canceled transaction.

Tokens

Use these tokens to personalize your notification with the member's details and information from the canceled payment.

• [USER_FIRST_NAME]: The member's first name (e.g., "John").
• [USER_LAST_NAME]: The member's last name (e.g., "Smith").
• [USER_NAME]: The member's full name (e.g., "John Smith").
• [USER_NUMBER]: The member's unique ID number.
• [USER_NUMBER_QRCODE]: A scannable QR code image of the member's ID number.
• [USER_HOME_CLUB_NAME]: The name of the member's primary gym location.
• [PROVIDER]: The online payment service used (e.g., "Stripe", "GoCardless").
• [PAYMENT_ID]: The unique transaction ID from the payment provider.
• [PAYMENT_GATE_PAYMENT_ID]: The internal reference ID for the payment.
• [PAYMENT_TITLE]: The description of the payment (e.g., "Monthly Membership Dues").
• [AMOUNT]: The monetary value of the payment that was canceled.
• [PAYMENT_DATE]: The date the payment was initiated.
• [PAYMENT_TIME]: The time the payment was initiated.
• [CLUB_EMAIL]: Your club's main email address.
• [CLUB_PHONE]: Your club's main phone number.

Outputs

Here is an example of an email that could be sent to a member confirming their canceled payment.

Subject: Your payment to [USER_HOME_CLUB_NAME] has been canceled

Hi [USER_FIRST_NAME],

This is an automated message to confirm that you have successfully canceled the online payment process.

No payment has been taken from your account.

Details of the canceled transaction:

• Item: [PAYMENT_TITLE]
• Amount: [AMOUNT]
• Transaction Reference: [PAYMENT_ID]
• Date: [PAYMENT_DATE]

If you canceled this payment by mistake or wish to try again, you can restart the process from your member portal. If you have any questions, please feel free to contact us at [CLUB_PHONE].

Thank you,

The Team at [USER_HOME_CLUB_NAME]