The following article outlines the options and email notifications that are generated as part of the Membership auto renewal process within Ticketure.
Overview
Ticketure’s auto renewal process involves enabling the storage of credit cards via Stripes secure Customer and Payment Intents API which enables Ticketure to only store the associated key to the card, not the card details themselves - thus keeping with our commitment to PCI standards. The member will be asked if they would like to enroll in auto renew at the time of the transaction, and upon selecting yes, and completing their transaction, their payment information will be stored with Stripe, an entry made to Ticketure’s renewal process, to renew the membership when it is up for renewal (see configuration section below).
Configuration
To properly configure Ticketure for the auto renew process, the following items will need to be configured.
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Time before Expiration to auto renew - When should the auto renew occur relative to expiration? Typically 20 hours before expiration allows the renewal to happen the morning of expiration, but also can be configured to happen days before expiration to ensure payment collection and the handling of any payment problems.
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Renewal Promotion - Should the renewal process automatically have a promo offer applied to the order? Ex: Members enrolled in auto renew will get 10% off for future renewals. The discount will not be applied to the current purchase.
Note!- Promotion codes are able to be associated with the order, what those promotions codes do would be enforced in the Cart Rules. This enables changes in discounts as well as other things like extending the period of the memberships.
Email Templates
Ticketure not only handles notifying the member of their successful renewal but can also be configured to perform a variety of other Template based communications to the enrolled members during their enrollment. Any of the notifications below can be turned off/disabled, allowing for communication to be handled through existing communication channels.
The following outlines the email templates that can be generated via Ticketure’s auto renew process.
Each action can have the same or a different template associated and can be configured to send the indicated template on a defined schedule relative to the expiration - ex: Execute Pre Renewal Notification #1 60 days prior to expiration, sending Email Template 1, then execute Pre Renewal Notification #2 15 days prior to expiration, sending Email Template 2.
Enrollment and Pre-Renewal Notifications
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Enrollment Success Notification - Email template sent when the member enrolls in auto renew, as well as when they renew and remain in auto renew.
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Enrollment Failure Notification - Email template sent when the user attempts to enroll in auto renew, but the enrollment fails. Enrollment failures could be due to the inability to properly tokenize the card.
Note!: If attempting to enroll in the CMS, the card must be tokenized before being able to enroll.
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Pre Renewal #1 Notification- Email template which is sent at a configured time prior to expiration.
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Pre Renewal #2 Notification- Email template which is sent at a configured time prior to expiration.
Renewal Notifications
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Renewal Success Notification (Most Commonly the only template used) - Email of the existing ‘Membership’ email template indicating that the membership transaction was complete. The context of the email is ‘auto renew aware' - allowing for customized messages based upon the person both enrolling in auto renew the first time, as well as the transaction is generated as the result of an auto-renewal.
With the “membership” context found in the confirmation email (see above), special messaging and actions can be taken based on the 2 auto_renew fields (see example below).
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auto_renew_on - the membership is enrolled in auto renew
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from_auto_renew - the transaction that generated this email is a result of an auto renewal
{{#ifEqual membership.auto_renew_on "true"}} "Thank you for enrolling in our automatic renewal program, your credit card will be charged annually on your expiration date. If you have any questions or wish to leave the program, please email us. " {{/ifEqual}}
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Renewal Failure Notification - Email template sent when the renewal action fails.
Unenroll Notifications
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Unenroll Success - Single Email template sent when the member has successfully been unenrolled from the auto renew program.
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Unenroll Failure - Same email template as above just sent when the member attempted to unenroll from the auto renew program, but something programmatically failed in their unenroll action (this should never happen).
Currently, this setup does require Ticketure involvement to implement the initial configuration and establishment of the rules/definitions for the auto-renewal, so if you are considering deploying the Auto Renew option for your visitors, contact our Client Services team and they can assist with capturing the detailed information and getting the set up underway.
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