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Automation Rule: Payment source has been marked as invalid

Payment source has been marked as invalid

This automation rule sends a notification to a member when one of their saved payment methods, such as a credit card or bank account, is marked as invalid. It proactively informs the member about the issue, helping to prevent future failed payments and service interruptions.

  • Prevent Failed Payments: By notifying members of an invalid payment method ahead of time, you can prevent future transactions from failing.
  • Improve Member Communication: Clearly explain to members why their payment method is no longer valid, reducing confusion and support calls.
  • Automate Account Maintenance: Save administrative time by automatically prompting members to update their payment information.
  • Ensure Continuous Service: Help members keep their accounts in good standing by ensuring their payment details are always current.

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., "Invalid Payment Method Alert").
    • Select 'Notification' as the Action.
    • Select 'Payment source has been marked as invalid' 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 notification message that will be sent. Use the tokens below to provide specific details about the invalid payment source.

Tokens

Use these tokens to personalize your notification with the member's details and specific information about the invalid payment method.

  • [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_AGE]: The member's current age in years.
  • [PAYMENT_SOURCE_TYPE]: The type of payment method that is invalid (e.g., "CreditCard", "DirectDebit").
  • [INVALIDATION_REASON]: The reason why the payment method was marked as invalid (e.g., "Card expired").
  • [PAYMENT_SOURCE_DETAILS]: A masked version of the payment method details for easy identification (e.g., "Visa ending in 1234").

Outputs

Here is an example of an email that could be sent to a member about their invalid payment source.

Subject: Action Required: Please Update Your Payment Method

Hi [USER_FIRST_NAME],

We're writing to let you know that one of your saved payment methods for your account at has been marked as invalid.

Payment Method: [PAYMENT_SOURCE_DETAILS]
Reason: [INVALIDATION_REASON]

To ensure your membership payments continue without interruption, please log in to your member portal at your earliest convenience to update or add a new payment method.

If you have any questions or believe this message was sent in error, please contact our front desk.

Thank you for your prompt attention to this matter.

 

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