To customize your retry transactions settings
- Go to → Settings → .
- Specify how often (in days) you’d like Ontraport to attempt recharging a card from a previously failed transaction.
- Specify the duration (in days) of your recharge cycle. At the end of this recharge cycle, Ontraport will automatically change the item’s payment status to “write off” in accordance with standard accounting principles. This prevents you from processing the transaction. Establish a reasonable period of time for your customers to pay, such as the default 90 days.
- Click .
To create automation around your recharge settings
If you want to set up automation to fire around your recharge settings (e.g., sending an email to the customer whose card failed or to your team when a membership access needs to be restricted or granted), there are four customizable options that allow you to do so:
- The first time the transaction fails, run these rules: This allows you to customize what your customers and team members experience immediately after a credit card transaction fails for the first time.
- After the first failure, run these rules every additional time the transaction fails: This allows you to create rules that run for every additional failed transaction beyond the first. With the default setting of retrying every three days, these rules would also run with each retry. An email to these customers should instruct them how to update their credit card details.
- After the last failed attempt, run these rules: This allows you to customize what happens after the last failed attempt to recharge a card. Note that these rules are run after the order is in write off status. Your customers can no longer pay for this order, but you can refer them to a new order form to purchase the item again if desired, or have them contact you to settle the issue manually. A rule in this section can also create a task for you to review the issue and file a court case to recover the amount, etc.
- If the transaction is successful, run these rules: This allows you to create rules that run if a previously failed transaction went through successfully. These rules can notify contact owners, restore their WordPress membership, etc.
For each of the four options above, you can add rules that trigger automation using the following steps:
- Name your rule.
- Click .
- Click and select the condition you’d like to apply (Optional).
- Click and select the action you want to have happen in response to the condition.
- Click .
- After you’ve finished customizing your recharge settings, click in the top right.
To create a credit card update form
Credit card update forms allow your customers to update their own payment information to stay current and settle any unpaid transactions in collections. These are simply order forms that “sell” a $0 product to validate the new card. Here’s how to set one up:
- Create a new landing page, and add an order form block to it.
- Create a $0 product, and add it to your order form.
- Click and scroll to the “Advanced” section.
- Click the checkbox next to “If charge is successful, then use this card for all transactions in collections.”
- You can also optionally click the checkbox for “If charge is successful, also update all open orders with this card.”
- Save and publish your page.
Note: Some cards do not allow validation with a $0 amount, so we issue a temporary $1 authorization for validation and then remove the charge. We recommend informing your clients about this on your credit card update page.Note: If you have an Ontraport Membership site, and would like to give your subscribers a way to update their credit card information, create and publish a membership page with an update credit card button element on it.