Creating AccessAlly Payment Reminder Emails in Keap.

In this article, you will learn the steps to create upcoming payment reminder emails for AccessAlly Offerings in Keap.

Looking for an easier option? Try AccessAlly “Reminder” emails which send out a payment reminder with no CRM automations required!

Step 1: Add Tags to Start Reminders

Open the Keap automation used deliver this Offering, add a new section by dragging a tag in, add the tags mentioned below to start reminders.

Tags added:

• Purchase Success Tag – starts reminders upon new purchase
• Payment Success Tag – starts reminders after each successful payment is made

Step 2: Add Email Sequence

Now drag an email sequence to create your reminders.

Place the following items in your sequence.

1. Remove tags:
   • Remove the Payment Success tag
   • Remove the Payment Failed tag
   • Remove the Revoke tag
2. Send HTTP Post:
   • Add the update existing user webhook (found in the AccessAlly Webhook Generator.)
3. Wait timer
   • Select how long before the first reminder is sent (example a few days before next payment is due)
4. Reminder Email(s) – you can send as many of these as you’d like.
   • In an email template, write your reminder email copy. You can use custom fields in Keap to personalize the email.
   • Add delays between emails
   • Quick tip: Add a link in each email to the My Orders page on your site. This shows next payment due date, amount to be charged, and has a place to update the credit card used.
5. Remove Tag:
   • Remove the Payment Success tag, this allows it to be added again in the future.
6. Send HTTP Post
   • Add the update existing user webhook (found in the AccessAlly Webhook Generator.)

Step 3: Add Tags to Stop Reminders

Use a tag goal at the end of the reminders section to stop sending Reminder emails.

Add the following tags to stop sending reminders:

• Failed Payment
• Revoke
• Subscription Paused