N-005.0.3. Payment Automations #

This module automates the payment processes, ensuring seamless transactions, reminders, and follow-ups. It simplifies payment collection and tracking while enhancing customer communication.

How It Works: Surface Level #

When the automation fires:

• It triggers workflows based on payment statuses such as invoice sent, invoice paid, and checkout completed.
• It sends automated reminders and follow-ups for unpaid invoices.
• It manages transaction statuses and updates in real time.
• It integrates with other modules and updates tags based on payment actions.

Detailed Workflow Steps #

Setup for Automated Communication:

Email/Text Templates:

• 9 Email/Text Templates: Pre-designed templates for various payment scenarios.
• Customization: Edit templates to include specific payment details and relevant content.

Workflows:

• Tag Routing -> Payment Automations (WF-0.0): Directs tags to appropriate workflows.
• Invoice Sent -> Reminders To Pay (WF-1.1): Engages clients to remind them of unpaid invoices.
• Invoice Paid -> Internally Closing The Loop (WF-2.1): Updates internal systems once invoices are paid.
• Checkout Sale -> Thank You – Closing Loop (WF-3.1): Sends thank-you messages after successful checkouts.
• Two-Step Order Optin -> Abandoned Cart Nurture To Closed Sale (WF-4.1): Nurtures clients who abandoned carts, encouraging them to complete their purchase.

Funnel Steps:

• SAAS Agency – Quick Start Landing: A funnel page for a quick start.
• Home: The homepage.
• Checkout page SP: The checkout page.
• Thank you for your purchase SP: The thank-you page after purchase.

Handling Customer Replies:

• Trigger: When a reply is received from an email or text.
• Actions: Removes the contact from automated workflows and tags them for follow-up.

How It Works: Deep & Technical Level #

Setup for Automated Communication:

Email/Text Templates:

• Edit Templates: Navigate to Marketing > Templates. Customize each template with specific details and content.
• SMS Templates: Include opt-out instructions and business details in the first message.
• Email Templates: Customize the primary copy and subject lines, ensuring relevant content and payment links.

Workflows:

• Tag Routing -> Payment Automations (WF-0.0): Aggregates and manages tags.
• Invoice Sent -> Reminders To Pay (WF-1.1): Sends reminders for unpaid invoices.
• Invoice Paid -> Internally Closing The Loop (WF-2.1): Updates internal systems after payment.
• Checkout Sale -> Thank You – Closing Loop (WF-3.1): Sends thank-you messages post-checkout.
• Two-Step Order Optin -> Abandoned Cart Nurture To Closed Sale (WF-4.1): Nurtures clients who abandon carts to encourage purchases.

Funnel Steps:

• SAAS Agency – Quick Start Landing: Landing page for a quick start.
• Home: Homepage for SaaSPRENEUR.
• Checkout page SP: Checkout page for completing purchases.
• Thank you for your purchase SP: Thank-you page post-purchase.

Custom Values and Fields:

• Custom Values: Fill in associated URLs for thank-you pages and payment links.
• Custom Fields: Use fields like payment status and follow-up notes to personalize communications.

By understanding these workflow steps and technical details, you can effectively use the Payment Automations module to manage payments, engage clients, and integrate with other systems seamlessly.