Overdue Payment Alerts

Alerts contacts when their payment is overdue, and remind them to pay before their account is cancelled.

About this template

This Overdue Payment Alerts journey ensures that both your contacts and your teams are informed as soon as a payment is overdue, and gives ample time to update this information before cancellation.
Tags: Customer Retention, Success with Autopilot, Financial Services, and Lead Nurturing
Integrations: Twilio, Pipedrive, Recurly

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).

Actions

Add to List
Add a contact to a list.
Send Slack Message
Send a contextual Slack message to a Slack channel.
Send Email
Send a contact a personalized marketing or transactional email.
Remove From List
Remove a contact from a list.
Eject from Journey
Remove a contact from a journey.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

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What’s Autopilot? Watch this video to learn more.