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Managing Subscription Saver Settings

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Bytimothy A
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Overview: 

Managing Subscription Saver settings allows you to configure options that encourage customers to maintain their subscriptions, such as offering discounts for longer commitments or automatic renewal reminders. This helps improve customer retention, increase recurring revenue, and streamline subscription management.
Follow these steps to manage Subscription Saver settings:
Step 1: On your Dashboard, scroll down to the Sales section.
Step 1: On your Dashboard, scroll down to the Sales section.

Step 2: Click on the Settings tab under the Sales section to navigate. Then click on Subscription Settings.

Step 2: Click on the Settings tab under the Sales section to navigate. Then click on Subscription Settings.

Step 3: Click on the Subscription Saver Settings button.

Step 3: Click on Subscription Saver Settings button.

Step 4: From here, you can set up Dunning for subscriptions with Autocharge.

Step 4: From here, you can set up Dunning for subscriptions with Autocharge.

Step 5: Configure dunning management for payment methods that support Autocharge, such as credit or debit cards. On payment success, you can do nothing, and on payment failure, send a payment failure email notification with a retry payment link.

Step 5: Configure dunning management for payment methods that support Autocharge, such as credit or debit cards. On payment success, you can do nothing, and on payment failure, send a payment failure email notification with a retry payment link.

Step 6: You can also set up retry preferences, such as the number of days between retries, and add a trigger for each retry.

Step 6: You can also set up retry preferences, such as the number of days between retries, and add a trigger for each retry.

Step 7: Click the purple bolt icon to add a trigger. You can add the customer to a pipeline and include additional actions, such as sending an email or SMS reply, applying or removing tags, assigning a user, sending a webhook, or creating notes or tasks. When done, click Done to save.

Step 7: Click the purple bolt icon to add a trigger. You can add the customer to a pipeline and include additional actions, such as sending an email or SMS reply, applying or removing tags, assigning a user, sending a webhook, or creating notes or tasks.

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