Giving customers the choice to opt in to auto renewal for memberships is a game-changer for both organizations and their patrons. You get a reliable source of revenue, and members get uninterrupted benefits. These renewals manage themselves automatically, but sometimes they need a little help, especially when credit card information becomes outdated.
Agile Web Portal provides a place where you can monitor past auto renewals for issues and keep tabs on future auto renewals, from the convenience of a smartphone or any device that can run a web browser. Auto Renewal can only be set up if your organization has the ability to store payment methods. To learn more about the fee associated with credit card vaulting talk to your support representative.
Pro Tip: Agile will do its best to complete an auto renewal, but every so often the auto renewal can fail. Nine times out of ten, asking the customer to update their contact information resolves the issue, even if the information appears to be accurate to them.
Follow the steps below to learn how to manage auto renewals in Web Portal:
1. Go to portal.agiletix.com.
2. Log in using your Username, Password, and Domain.
3. Click the Auto Renewals tab.
4. On the Auto Renewals page, you can:
- See the payment status of the renewal. (Green for Success, Red for Failed, and Yellow for Re-Try).
- Click the red Failed button to learn why a renewal failed to be processed.
-
- Once the problem on a failed payment method has been fixed, the Status column entry will change to Retry, and you can try to process the payment again from this page.
- If the card has failed to be processed in the upcoming renewal section, simply click the Payment column and fix the credit card information.
- Once the problem on a failed payment method has been fixed, the Status column entry will change to Retry, and you can try to process the payment again from this page.
- You can add and edit Payment Methods from this page by clicking the credit card number and bringing up the Edit Payment Method window (Please note that if you add a payment method from this screen, that card will become the default card on the account).
- You can click on any customer in the Name column to open their customer record in a new tab.
- You can click any member number in the Number column to open a Membership Edit window where you can view the membership's Joined Date, Expiration, and more.
5. The Auto Renewals page also houses upcoming renewals so you can make changes to approaching renewals.
Comments