Notify if payment is unsuccessful (processing of failed payment)
- Andrew Mose
UA | US | RU |
|---|
If you have several sales managers working on the platform, then most likely clients are distributed between them in a certain way. You can make it so that your sales department employees can take into processing failed payments of those clients with whom they had a dialogue.
To do this, check the Notify if payment is unsuccessful box in the offer settings:
When a customer fails to pay for this offer, the chat with them will appear in the Important tab for employees who had a dialogue with this customer. The chat information will display the date and time of the failed payment and a bell signaling that there is a failed payment. The failed payment indicator will display a link to the chat with the user who had the failed payment, as well as a link to the offer.
After clicking on the client's name, a chat with this subscriber will open, and after clicking on the Offer, the offer that was failed will open.
You can view all orders and their status in the client card (opens by clicking on the client's name). In the "Orders" tab, you will see a list of the client's orders. Failed orders will be highlighted in red.
A chat with a client who failed to pay for an offer will be displayed in the Important tab only for users (sales department employees) who had a dialogue with such a client. Even if after a failed payment a sales manager who had not previously communicated with the client who failed to pay writes him a message, the client's account will not appear in the Important tab and, accordingly, he will not be able to take the task of processing the failed payment;
It is impossible to transfer the task of processing the failed payment to another sales manager or return it;