Workflow templates / Payments
Recover orders whose payment failed
A failed payment is caught before the sale is lost.
Works with: Any channel, Store
How it works
- An order's payment fails
- The customer is told and offered help
- The contact is tagged and a person sends a new link
Steps in the workflow: Trigger, Send message, Add tag, Internal note, Hand to the team.
Who it is for
Shops taking online payments.
Good to know
- Does it send a new payment link?
- Not yet: a person sends it from the order. A payment-link step is planned.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.