Audience: Credit Repair Cloud users who want to set up automated email reminders that alert their clients about overdue payments.
Subscription Saver is a Credit Repair Cloud feature that automatically sends email reminders to your paying clients when their payment due date has passed. Subscription Saver keeps billing running smoothly for both you and your clients by handling overdue-payment notifications on your behalf, so you don't have to chase down late payments manually.
Table of contents:
To start, make sure you have the following:
What is the Subscription Saver feature?
Subscription Saver automatically emails your paying clients whenever their payment due date has passed, so you don't have to track down late payments or send reminders yourself. Whether you manage a handful of clients or a large client base, Subscription Saver sends these reminders for you, helping you catch overdue payments before they affect your revenue.
What are the default Subscription Saver events?
The Subscription Saver feature is preloaded with the following automated events:
Event 1 - 1 Day After Due Date - Send Initial Email
Event 2 - 48 Hours (from previous event) - Send 2nd Notice Email
Event 3 - 48 Hours (from previous event) - Send 3rd Notice Email
Event 4 - 48 Hours (from previous event) - Send Final Email
Event 5 - 48 Hours (from previous event) - Mark Client as Delinquent
How can I edit the Subscription Saver events?
You can delete Events 2 and/or 3 as needed by following the steps below.
Click on Settings in the Side Navigation menu
Click on Subscription Saver
Click on Edit Events
Choose the desired option
Click on Save Changes.
Can I turn off the automated Subscription Saver emails?
Click on Settings in the Side Navigation menu
Click on Subscription Saver
Set the Subscription Saver toggle to Off
Need a hand getting started?
Our Success Team can jump on a 1:1 call to walk you through CRC Billing, configuring plans and subscriptions, setting up automated reminders, and sharing best practices to keep revenue flowing.
If you’d like a specialist to help you live, grab a time here: https://meetings.hubspot.com/troyh/connect-with-success