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Failed Payments Process MX and LATAM

Owned by Fanny Rugerio (Unlicensed)
Jan 18, 2022
1 min read

Whenever there’s a failed payment from a user this is the following procedure for MX and LATAM.

  1. Identify the failed payment in stripe

  2. Add it to the LATAM Operations Dashboard → https://docs.google.com/spreadsheets/d/1liSTG_uCJ_tgas0xDZ_LU0M-3PBwinvJPLV4_jFnAl8/edit#gid=357701828

  3. Send first failed payment touch: (Clone the following template and add user’s information) - (usually five them 5-7 days to make the payment) https://app.hubspot.com/email/2716137/edit/64178405292/content

  4. Use the following report for the data: https://app.mode.com/nimblrai/reports/c1f9dcc8cbbe
    NOTE: If you are getting how many hours Holly saved multiply:
    (Number of app handled x 7 (minutes))/ 60 mins in an hour = Hours saved.

  5. If the first touch is not successful, send the following second touch. (3 days prior to the established dateline) https://app.hubspot.com/email/2716137/edit/64180940938/send (Please clone it and create it with the respective data).

  6. If the second touch doesn’t work, please send a WhatsApp message with the information of the first email.

  7. If the WhatsApp message doesn’t work, please call the office and send the third touch on the same date you’ll be turning off the calendar. https://app.hubspot.com/email/2716137/edit/64180904276/content (Again please clone it)

 

If there’s no payment, continue messaging via whatsapp and turn off calendars.

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