Subscription & Refund Automations

Understanding how customers engage with your services can be critical, especially when it comes to their subscriptions and any potential refunds. These moments can either be an opportunity to deepen the relationship or a signal to disengage. However, keeping tabs on every individual customer's status might be too time-consuming. That's where automation becomes invaluable, particularly using the "Subscription" and "Refund" triggers.

These triggers allow you to create entire workflows that automatically respond when a customer's status changes. To begin, you'll need to add a new trigger, which you can find under the Payments section.

The setup process for both triggers starts the same way. You'll need to choose either "Subscription" or "Refund" as your trigger. Once selected, click on "Add Filters" to refine your automation further. Here's how they differ:

For Subscriptions:

• Key Filters: The primary filters available are Status and Global Product.

• Steps:

  1. Field: Choose the criteria you want to filter by, such as Status or Global Product.

  2. Operator: Define whether the field matches or doesn't match your specified criteria.

  3. Value to Meet: Set the specific status or product, like "active" or "canceled." 

For Refunds:

• Key Filters: The main options here include Amount, Source, Status, and Type. While similar to the Subscription filters, the Amount filter is unique because it allows for more operator options and lets you input a custom total instead of selecting from a dropdown menu. 

Once you've set up your filters, save your action, and you're all set. These automation triggers can be incredibly versatile, allowing you to build nurturing campaigns, maintain a clean contact list, monitor refund statuses, and more. Enjoy the creative possibilities these tools offer!