HubSpot Ideas

JoeBenson

Add "Update payment method" link as a token in emails in subscription workflows

If a user has a payment plan subscription, e.g. $50/mo for 6 mo, and their payment fails at some point, currently only one automated email is sent. We want to send several reminder emails before canceling their subscription. We can send the emails using a subscription workflow, but there's no way to include the "update payment method" link in those emails. So there's no call to action. The user would need to look back in their inbox for the automated payment failed email from Hubspot and click that link. Or reply to the email and ask us to send them the link.

 

Additionally, the update payment link should be *viewable* by Hubspot users. I should be able to see it, copy and paste it into a text message or an email or anywhere else. Right now I can only request Hubspot to send it directly to the user.

3 Replies
GLePage
Contributor

Further to this, it seems that when they update their payment information using the automated notification, a new subscription is made, leaving the old one.

EAmoroso
Contributor

Im surprised there are less comments on this. It's definitely causing issues as our previous system allowed a form to embedded for the customer to update their card info

RHoward48
Member

This is proving to be a major complication in our process as well.  Further, not being able to include a "payment method update" link in a one to one email with the customer is frustrating.  I am having to tell my customers to go look at the separate email I just sent to update their payment method.  The ability to copy/paste a payment method update link would be highly valuable.  Please consider this!