SAR Intelligenceby SAR-SOFT

Failed subscription renewals followed up with a payment link

Find renewals that failed in the last 30 days and the subscriptions now on hold, and send each customer the invoice email with a payment link.

Difficulty
Intermediate
Time
about 15 min
The prompt

How many subscription renewals failed in the last 30 days? List the subscriptions on hold with their product, total and next payment. Find the unpaid renewal orders that are [pending payment / failed] and send each customer the invoice email with the payment link again. Show me the list and wait for my approval.

Already connected?

If SAR is already in your AI app, this is enough:

Already connected?

Find the failed subscription renewals and resend each unpaid renewal order's invoice with the payment link.

What happens

  1. The AI app reads the subscriptions summary, with failed renewals and churn in the last 30 days.
  2. It lists the subscriptions on hold; customers appear by first name and initial only.
  3. It lists the orders with the status you name, so you can match them to those subscriptions.
  4. Sending the invoice with its payment link again waits for your approval, order by order; an order can get at most three resends a day.

Approvals involved

Worked out from the tools this recipe uses.

  • wordpress_woo_subscription_summarySubscriptions summaryNone
  • wordpress_woo_list_subscriptionsSubscriptionsNone
  • wordpress_woo_list_ordersList ordersNone
  • wordpress_woo_resend_order_emailSend an order email againApproval

What you get

Customers whose renewal payment failed get a way to pay, before the subscription lapses.

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