How to Automatically Send Payment Reminders on High Level
In the ever-evolving world of business automation and digital solutions, My Vision Agency stands as a beacon of innovation, helping GoHighLevel solopreneurs and agency owners leverage advanced AI tools, automation, and strategic coaching. If you're a HighLevel user or contemplating becoming one, understanding how to streamline your processes effectively can significantly impact your business's efficiency, and one such pivotal aspect is setting up automated payment reminders.
Understanding the Power of Automation in Subscription Management
At My Vision Agency, we believe in empowering businesses to harness the power of automation fully. One critical area where this can make a huge difference is in managing subscription payments. Did you know that you can set up your HighLevel account to automatically send payment reminders seven days before a subscription is due? Here's a comprehensive guide to help you set up this powerful feature.
Initiating Your Automation Journey
Before diving into the setup process, ensure your HighLevel account is ready. If you’re not yet a HighLevel customer or wish to access exclusive resources, you can visit My Vision Agency to sign up and receive a free membership to our reseller program.
Step 1: Customizing Account Settings
Start by navigating to your account settings. Under the 'Custom Fields' section, choose a folder—let's say 'General Info'—and create a new field to store your custom reminder information. Click on 'Date Picker,' label this field as 'Next Renewal Date,' and save.
Step 2: Setting Up the Automation Workflow
Now, head to the 'Automations' tab and select 'Start from Scratch.'
Workflow Triggers:
Payment Received Trigger:
Set this as your primary trigger. If you desire more control, you can filter by product and payment status, but for simplicity, we'll leave it open-ended and save it.Order Received Trigger:
This trigger activates when a new customer signs up for a service. It's essential to differentiate between a new customer and ongoing payments.
Step 3: Utilizing Conditional Logic
To further refine the automation process, implement 'If/Else' logic:
New Customer Scenario: Define this category by setting the workflow trigger to 'Order Submitted.' This pathway allows you to implement new customer onboarding steps.
Recurring Payment Scenario: Set this as an alternative branch for existing customers with ongoing payments. This separation ensures you don't repeat onboarding processes for current customers.
Updating Custom Fields and Calculating Renewal Dates
Update Contact Field:
For new orders or payments received, update the 'Next Renewal Date' with the current date.Calculate Future Dates:
Utilize the math operation function to add 30 days to the current date for monthly subscriptions, updating the 'Next Renewal Date' field for clarity and future reminders.
The Final Touch: Creating Reminder Notifications
Create a new workflow from scratch for the actual reminder:
Trigger:
Set this by selecting the 'Custom Date Reminder.'Email Notification:
Add an email step to alert your customers with a friendly reminder that their subscription will renew in seven days. Use this opportunity to provide options for updating payment methods or to offer upgrades.
Conclusion: Harnessing the Full Potential
By automating payment reminders, you not only enhance your customer service but also streamline your business operations, allowing you to focus on growth and strategy.
If you're ready to elevate your business's efficiency and explore a world of possibilities with HighLevel, join our free community at My Vision Agency. Embrace the future of automation and make your business vision a reality with expert guidance from Bridget Bartlett and the My Vision Agency team.
Join us for live training sessions Monday-Thursday, at 2PM EST followed by open office hours where you can ask questions live with Bridget Bartlett! On Fridays, we host a special group coaching session exclusively for our reseller program members, with the replay posted on YouTube. To join our free community, create a free 30-day trial of HighLevel or join our reseller program for current HighLevel customers, visit https://myvisionagency.com.
