How to Setup Payment Fail Followup with AccessAlly under 5 minutes!

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in this quick access Ally tutorial I'm going to show you how to easily set up a payment failure follow-up for your record programs okay so the first thing that you want to do is make sure that when you create your record product when you're in if you're using the course result that you have a revoke access for the revoke tag so basically every page that is going to be created within that

membership when you set it up with the course wizard will have that revoke tag in the setup of the page so that if somebody has the revoke tag they don't have access to the page okay so that's what we use to remove access all right the next thing is on your product that you create in the automation tab you want to have these three tags the first one is payment success and

this is to identify a payment successful I'll share with you in a minute why it's helpful then you have the payment fail your notification that's the one that is going to trigger a campaign and in this video I'm going to show you with activecampaign how that works and then here you want to put the tag that you want to set up on revoke meaning to revoke access and that's our revoke tag

alright so now we're going to go to active campaign and we're gonna go to the payment failure automation so it is going to be triggered by the payment failure tag that which are set up in the product and the first thing it's going to do is it's going to remove the payment success tag and then it's going to send a payment failed notification sending them to the order page so that

they can change their credit card okay next what we're going to do is we're going to wait for a number of days so I'm going to wait for four days for example let's give them four days to fix stats and then I'm going to check if I have a successful tag write your successful payment tag successful payment success and if I do great that means that they got the email they fix the

thing so what I do then is I remove the payment fill tag this one right and I and T automation I'm good if not that means that in the four days they haven't gone and fixed the thing and the payment still hasn't gone through right so what I would do in that case for me is I would send a notification to myself and then I will manage it manually but you can choose to send them more reminders

if you want to payment failure no action for and then you can give the name of the person first name last name right and then here we can personalize the email and you can put some copies so this is to send an email to yourself or to someone on your team to please take care of this and we've shot personally or something like that bad and that's it and make sure you mark it as active and

that's how you set up payment failure follow-up

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