How do I set up a recurring payment reminder email?

To send automated reminders to any attendees with outstanding balances, with a link to where they can make their payment, you need to:

· Create a dedicated Payment Interactive Site

· Create a Payment Reminder Merge Doc with Token Link to the Payment Site

· Set up a Recurring Communication with the correct filters

1. Create a Payment Interactive Site

· In the Online Panel, under Interactive Sites, select New.

· You can call your site something like Payment Page.

· In the Builder tab, add some basic contact details, so the person knows they’re on the right page: First Name, Last Name, Organization and Email Address, for example.

Under the Details tab, set the Edit options to Read Only. (This makes sure someone can't alter their contact details.)

Add the Payment Page component (you may need to use the scroll function in the left-hand panel to see this component):

You’ll also need to set up the payment details you want within this payment page by clicking the cog icon.

If you want to enable online credit card payments, you also need:

1. A Payment Gateway created in Application Setup (to work with your or your client’s merchant account)

2. The right Payment Gateway selected in Event Preferences

3. The right Payment Types in Financial Setup

Be sure to check all the other settings on the Payment Page component (for example, whether you want attendees to be able to ask for a purchase order).

2. Set up a Payment Reminder Merge Doc

Your Payment Reminder to the attendee might look something like this:

To create this email, in the Communication Panel, under Merge Doc, select New.

For type, select Confirmation and name it something like Payment Reminder.

You can set up the email however you like, for example: 

Add the Contact Details element and include some introductory text.

Add the Money Total element.

Add an HTML element with some closing text. 

In either the Contact Details - Fields or HTLM content section, you'll want to insert the payment site link with an Auto Login Token.

3. Schedule recurring communications.

· In Communications Panel, select Planned Communications from Tools

· Give your Planned Communication a name.

· Select the Payment Reminder Merge Doc.

· Select the Start Date of the Email Campaign.

· In Target Group, filter for all attendees who owe money (Financial Search Filter, Money Outstanding Option).

· Click on the Recurrence Tab.

· Select Enable Recurrence.

· Enter the Date Range that you want this email to be sent.

· Choose the Pattern (Daily, Weekly, or Monthly along with the additional send settings).

· Choose your Resend options.