Tips, Tricks & Best Practices

NPizza4
Member

Payment Failed

SOLVE

If the DepositFix charge has failed on the third time, can we notify our internal team to call the customer? If so, does anyone know how a workflow is made for this?

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1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Payment Failed

SOLVE

Hi @NPizza4,

 

  1. Create a Payment based workflow
  2. Enrollment criteria of Payment Status Failed
  3. Send notification
  4. Add delay until property value changed, use the "Status Updated On" property
  5. Add if/then branch for payment status, if failed, notify again
  6. Repeat the steps, for the third notification change the email notification to contact the customer

Josh_0-1723813601041.png

 

This should do the trick!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Payment Failed

SOLVE

Hi @NPizza4,

 

  1. Create a Payment based workflow
  2. Enrollment criteria of Payment Status Failed
  3. Send notification
  4. Add delay until property value changed, use the "Status Updated On" property
  5. Add if/then branch for payment status, if failed, notify again
  6. Repeat the steps, for the third notification change the email notification to contact the customer

Josh_0-1723813601041.png

 

This should do the trick!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer