Setting up automation for managing canceled subscriptions using Zapier, similar to the failed payments automation:
1. Accessing the Automation:
Use the share link provided below the video, open a new browser tab, paste the link into the URL, and press enter.
This will add the automation flow to your Zapier account.
2. Setting Up the Trigger:
The trigger for this automation is set to "canceled subscription" in Stripe.
Select your Stripe account (previously connected during the failed payments setup) from the dropdown menu.
Follow through the steps and click "test." If there have been no canceled subscriptions, Zapier will use test data.
3. Notification Setup:
Slack Integration:
Select Slack as the action step.
Choose "send a channel message" and then select your Slack account.
Configure the message to be posted in a relevant channel (e.g., "canceled subscriptions").
Include important information such as customer name, email, amount, billing interval, and status.
Email Notifications:
Alternatively, choose to send an outbound email.
Configure the email with a subject like "Canceled Subscription" and include relevant details such as customer name, email, amount, billing interval, and status.
Use siren emojis or similar to indicate urgency.
4. Configuring Message Content:
Include critical information to help understand why the subscription was canceled:
Customer name
Customer email
Amount
Billing interval (e.g., monthly, yearly)
Status or reason for cancellation (e.g., insufficient funds, payment blocked by the bank)
5. Implementing in Slack or Email:
Follow similar steps to configure Slack messages or emails.
Customize the content to ensure clarity and prioritize attention, using emojis and structured messages.
6. Creating a Standard Operating Procedure (SOP):
Develop a clear SOP for handling canceled subscriptions.
Train new staff members on this system to ensure they understand and can efficiently manage notifications and actions for canceled subscriptions.
By integrating Stripe with Slack or email notifications and creating an SOP, you can streamline the process of managing canceled subscriptions, ensuring timely and organized responses.
