Managing credit cards with the customer center
If you are utilizing PilotPress with a WordPress site, the customer center will allow your customers to access their account information and edit their credit card preferences themselves. There are three ways customers can update their card info in the customer center:
- Edit credit card info: To make edits, simply select Update Payment Info and make changes as needed.
- Designate the card for all payments: To set a preferred credit card, select Use this Card from the Update Payment Info menu.
- Delete a card: Contacts can delete any card in the WordPress customer center except for the default card.
Managing credit cards by updating a form
Alternatively, you can create an order form on a secure landing page and direct your contacts to the page. To make customers aware of this form, you can set up a automation map that notifies clients of an upcoming credit card expiration date and directs them to the form so they can update it.