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Follow-up auto email

Follow-up auto email

Last updated: 20-Apr-2022
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Overview

If you are leveraging 2Checkout lead management tools (set your campaigns here), our system automatically sends out the Follow-Up Auto email as part of the overall strategy to increase subscriber retention and the conversion rate of recurring charges. This notification makes it easy for subscribers to still renew their subscription in the case of scheduled recurring charges fail.

As of August 31, 2016, you can use a redesigned template complete with fresh content (sample below). The new template has replaced the previous Follow-Up Auto carts email, but any customization you have in place, either in terms of styling or content, continues to be available.

Availability

The lead management set of tools is available for Standard and Enterprise accounts. If you are running on our Growth offer and would like to receive access, please send us an email and we will discuss next steps.

What is the purpose of this email?

2Checkout performs dunning management for unfinished payments (declined) for auto-recurring charge attempts. Messages include links redirecting to a shopping cart where shoppers can manually purchase subscription renewals, but also links to their myAccount. The email covers failed transactions involving credit/debit cards, PayPal, direct debit, and recurring charges for subscriptions acquired through iDeal.

Email content

The email includes:

  1. Link to the shopping cart for the manual subscription renewal.
  2. Link to shopper myAccount.
  3. Order, product, and subscription details.

Preview and test the email sample

Navigate to the Email template manager section to:

  • Preview and test current templates for emails sent to your shoppers
  • Customize the header and the footer sections by creating custom templates you can assign to your emails

Access the Follow-Up Auto email under the Follow-Up section.

Why don't I see the new template for this email?

The redesigned template for the Follow-Up Auto email has automatically replaced default templates.

If your preview of Follow-Up Auto email does not show the new template, you are most probably using a customized version that includes content and/or styling your company requested at a certain point in time.

You can compare the above sample to your current template and send us an email if you decide the new one suits your business needs better. We will work with you on the switch.

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Need help?

Do you have a question? If you didn’t find the answer you are looking for in our documentation, you can contact our Support teams for more information. If you have a technical issue or question, please contact us. We are happy to help.

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