Collecting overdue payments can be expensive and time consuming. An innocent reason for the card on file to fail is simply that it has expired. By automatically giving customers the opportunity to update a card, we can provide a better customer experience and lower operating costs. This recipe is primarily intended for companies that sell using subscriptions or payment plans.
Month: May 2025
Infusionsoft Cookbook – Chapter 6.6 – Building Automated Happy Birthday Messages
Once we have someone’s birthday on the file, it is very easy to schedule an automated message around their birthday each year. For this recipe, we are going to build a mechanism that schedules an automated birthday e-mail annually.
Infusionsoft Cookbook – Chapter 6.5 – Setting Up A Birthday Collection Mechanism
When we have a person’s birthday on file, it enables us to build goodwill by providing timely birthday messages. Combined with other data it can be used to provide a more targeted experience. For example, if we have the birthday of someone who is not yet a customer, we might send them a birthday discount in an attempt to get that first purchase.