Recurring Payments

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Recurring Payments Overview

Recurring Payments is a significant feature within ActiveCampaign that enables businesses to manage subscription-based billing effectively. With this feature, subscription information from supported ecommerce platforms seamlessly syncs to contact records in ActiveCampaign, providing opportunities to enhance customer engagement through automations, reminders, and upsell strategies. This document serves as a comprehensive guide to understanding, configuring, and utilizing the Recurring Payments feature.

Introduction

The Recurring Payments feature in ActiveCampaign provides a way for businesses to manage their subscription data easily. By allowing subscription information to sync with contact records, businesses can tap into valuable insights about their customers' recurring transactions. This functionality not only enhances customer relationship management but also helps in creating targeted marketing strategies that boost revenue.

How to Access This Feature

To access the Recurring Payments feature, you need an ActiveCampaign plan that includes this feature, which is available for the Pro and Enterprise plans. Ensure you have connected your ecommerce platform, which supports recurring payments, to your ActiveCampaign account.

Step-by-Step Instructions

1. **Connecting an Ecommerce Integration**:

  - From your ActiveCampaign account, go to your Settings (gear icon).
  - Click on Apps and select the desired ecommerce integration (e.g., PayPal, WooCommerce, or Stripe).
  - Follow the specific integration setup instructions for your selected platform.

2. **Configuring Recurring Payments with Integrations**:

  - **PayPal**: Ensure you select the Billing Subscription Events under the PayPal event settings to sync your recurring payments.
  - **WooCommerce**: Use version 2.6 or later of the WooCommerce integration and ensure the Woo Subscriptions plugin is installed.
  - **Stripe**: Choose the Subscription option under resources during the configuration process.

3. **Viewing Recurring Payment Data**:

  - Recurring payment details will appear in the Recurring Payments widget on contact records once the integration sync is successful.
  - Click the Details button within the widget to view further data specifics.

Configuration Options and Settings

Several important settings are integral to using the Recurring Payments feature effectively:

• Periodic Events Syncing - Ensure you are syncing the correct event type based on the integration being used.
• Field Customization - You can customize which fields appear in the Recurring Payments widget by navigating to Settings > Manage Data, selecting Recurring Payments, and dragging fields to arrange them as preferred.

Best Practices and Tips

- Regularly check integration settings to ensure that subscription events are being synced correctly. - Utilize the available personalization tags in automated campaigns to create tailored messaging for customers with recurring payments. - Take advantage of the two automation triggers available: Recurring Payment Created and Recurring Payment Updated to streamline your marketing efforts.

Common Use Cases with Examples

- **Customer Onboarding**: Use a welcome automation sequence for new Recurring Payments customers to increase retention from the start. - **Upsell Campaigns**: Create marketing messages targeted toward customers based on their subscription data to encourage them to consider additional products or services.

Troubleshooting Section

If you encounter issues with the Recurring Payments feature, consider the following troubleshooting steps: - Ensure your integration settings are configured correctly to sync the relevant subscription data. - Verify that the ecommerce platform is capable of sending the correct subscription events to ActiveCampaign. - If data is not appearing on contact records, check the sync status and refer to the integration documentation for potential issues.

Related Features

- Learn more about Ecommerce to explore additional functionalities that pair well with the Recurring Payments feature. - Explore other ecommerce payment options under Payments.

FAQ

Q1: Which plans support Recurring Payments? A1: The Recurring Payments feature is available on the Pro and Enterprise plans.

Q2: What integrations support Recurring Payments? A2: Supported integrations include PayPal, WooCommerce, and Stripe, as well as any API-connected ecommerce stores.

Q3: How can I view the recurring payment data in a contact's profile? A3: Recurring payment data appears in the Recurring Payments widget on the contact's profile. Click the Details button for further information.

Q4: Can I sync historical data for recurring payments? A4: No, historical syncing for past recurring payments is not supported in the current integrations.

Q5: What are the automation triggers available for Recurring Payments? A5: The available triggers include Recurring Payment Created and Recurring Payment Updated.

Q6: How can I customize the fields displayed in the Recurring Payments widget? A6: You can customize the fields by going to Settings > Manage Data, selecting Recurring Payments, and rearranging the fields as needed.

Q7: What should I do if my recurring payment data isn't appearing? A7: Ensure that your integration settings are correctly configured to sync subscription data and check the sync status in your integration settings.

By understanding and effectively utilizing the Recurring Payments feature, businesses can enhance their engagement with customers, streamline revenue processes, and optimize their marketing efforts. ```