Managing Failed Payments

In this post I’m going to show you how to manage failed invoices inside of Memberium. This assumes you’ve already done the basic steps in the install guide or basic video series. This is an advanced tutorial but we provide all the details below…

WordPress Steps | Infusionsoft Steps

Part 1 (Done in WordPress)

• Step 1
  You’ll Need an SSL Certificate Installed On Your Site. Your site needs to show https:// instead of just http:// to be secure for the user to enter their credit card details.
• Step 2
  Create a New Page Called “My Account”, make it only for users who are logged in and add this to it…

  <a href="add">Add a New Card</a>
  
  <a href="update">Update Your Card</a>
  
  <a href="subscriptions">View Your Subscriptions</a>
  
  <a href="invoices">View Your Invoices</a>

• Step 3
  Create a New Page Called “Update Your Credit Card”, make it only for users who are logged in and add this shortcode…

  (make the page slug name or url name be “update” and put this page under the “My Account” page)

  [memb_add_creditcard set_default="yes" successurl="../success" failureurl="../fail"]

• Step 4
  Create a New Page Called “Add a New Credit Card”, make it only for users who are logged in and add this shortcode…

  (make the page slug name or url name be “add” and put this page under the “My Account” page)

  [memb_add_creditcard set_default="yes" successurl="../success" failureurl="../fail" addonly="yes"]

• Step 5
  Create a New Page Called “View Your Subscriptions”, make it only for users who are logged in and add this shortcode…

  (make the page slug name or url name be “subscriptions” and put this page under the “My Account” page)

  [memb_list_subscriptions status="active"]   
    Subscription Name: %%subscription.name%% <br /> 
    Subscription Price: %%subscription.price%% <br /> 
  [else_memb_list_subscriptions]  
    Sorry, found no subscriptions. 
  [/memb_list_subscriptions]

• Step 6
  Create a New Page Called “View Your Invoices”, make it only for users who are logged in and add these 2 shortcodes…
  (make the page slug name or url name be “invoices” and put this page under the “My Account” page)

  <strong>Unpaid Invoices</strong>
   <table width="100%">
   <thead>
   <td>Inv#</td>
   <td>Description</td>
   <td>Invoice Total</td>
   <td>Paid</td>
   <td>Amount Due</td>
   <td>Due Date</td>
   <td></td>
   <td></td>
   </thead>
   [memb_list_invoices paid="0" unpaid="1"]
   <tr>
   <td>%%invoice.id%%</td>
   <td>%%description%%</td>
   <td>$%%invoice.total%%</td>
   <td>$%%total.paid%%</td>
   <td>$%%amount.due%%</td>
   <td>%%date.due%%</td>
   <td>%%creditcard.dropdown%%</td>
   <td>%%submit%%</span></td>
   </tr>
   [/memb_list_invoices]
   </table>

  <strong>Paid Invoices</strong>
   <style>
   thead td { font-weight:bold; }
   </style>
   <table width="100%">
   <thead>
   <td>Inv#</td>
   <td>Description</td>
   <td>Invoice Total</td>
   <td>Paid</td>
   <td>Amount Due</td>
   </thead>
   [memb_list_invoices paid="1" unpaid="0"]
   <tr>
   <td>%%invoice.id%%</td>
   <td>%%description%%</td>
   <td>$%%invoice.total%%</td>
   <td>$%%total.paid%%</td>
   <td>$%%amount.due%%</td>
   </tr>
   [/memb_list_invoices]
   </table>

• Step 7
  Create a New Page Called “Success”, make it only for users who are logged in and add this shortcode…

  (make the page slug name or url name be “success” and put this page under the “My Account” page)

  Your card was updated, <a href="../">click here to go back...</a>

• Step 8
  Create a New Page Called “Failure”, make it only for users who are logged in and add this shortcode…

  (make the page slug name or url name be “failure” and put this page under the “My Account” page)

  Your account could not be updated. Please <a href="../">try another card</a> or contact support.

• Step 9
  Get your Merchant Account ID from Infusionsoft and add it to the Memberium E-Commerce settings page. (you hover on it in Infusionsoft to see the ID and then just enter that number in Memberium).

  Here’s a Screenshot of Where to Find Merchant ID in Infusionsoft

  Add this Merchant ID in Memberium > eCommerce > General page.
  

• Step 10
  Under “Memberium > Settings > Performance” turn the setting “Synchronize eCommerce Records” to “YES”.

Part 2 (Done in Infusionsoft)

• Step 1
  Create an email template called “Credit Card Failure” and add this content with your auto-login link from Memberium to the email template…

  Please update your card, it just failed.

• Step 2
  Create an email template called “Credit Card Final Failure” and add this content with your auto-login link from Memberium to the email template…

  Please update your card, it just failed for the final time and we're going to shut your account down.

• Step 3
  Create an email template called “Credit Card Expiring” and add this content with your auto-login link from Memberium to the email template…

  Your credit card is about to expire.

• Step 4
  Create your “Credit Card Triggers” by going under the main menu within Infusionsoft to E-Commerce -> Actions -> Billing Automation -> and on that page drop down the “Choose Trigger Type” option and select the appropriate trigger per email you’ve already created.

  Watch Rough Little Jing Video

  Be sure you use your own auto-login links from your Basic Options Page within Memberium for these emails and send them to the appropriate page depending on which email you’re triggering.

Final Notes

This will keep cards updated to the extent people get your emails and update their cards but you can do more in any of the triggers.

For example, you might also consider putting a task on the final payment failure actions for 1 of your staff members to follow up on the account by phone or close the account out if they can’t get a hold of the person.