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FAQ

Billing Automation

Billing Automation Overview

Billing Automation is one of the most important aspects of running any online business that sells subscriptions or payment plans. These settings make it possible to build an automated follow-up...

Payment Failed

The Payment Failed event triggers anytime a subscription payment, or payment plan payment fails.  This is the most common event to fire. A charge can fail for a variety of...

Card Expiring

The Card Expiring event will trigger two (2) months, or 60 days, before the month their credit card expires. This event is most commonly used to trigger a courtesy reminder campaign that...

Card Expired

The Card Expired event triggers when your customer has not updated their card on file by the end of the month that matches the expiration date on their card. For example, it’s...

Card Updated

The Card Updated event triggers any time your customer has updated their card. If the customer is updating their card after a failed payment has occurred, all unpaid balances will be processed immediately....

New Affiliate

The New Affiliate event will trigger integration actions you setup when a new affiliate signs up through the Affiliate Registration page, or is added manually. The same integration actions you...

Marketing Consent GDPR

You can set up an account-level Integration Action to run when a customer opts-in via the optional GDPR marketing consent checkbox. The Marketing Consent GDPR integration actions will run on any...

Subscription Unpaid

The Subscription Unpaid event triggers after your customer’s payment fails and ALL the auto-charge attempts have also failed. At this point, the subscription will be moved to an Unpaid status* within Spiffy, triggering the Subscription Unpaid event...

Subscription Canceling

The Subscription Canceling event triggers if your customer cancels their own subscription from within their Customer Portal, or if you cancel their subscription manually from a customer’s Order Record within Spiffy and select Cancel...

Subscription Resumed

The Subscription Resumed event triggers if your customer cancels their subscription through the Customer Portal, and while they are still in their “Canceling” grace-period status, they decide to resume their subscription. The Subscription Resumed status...

Subscription Canceled

The Subscription Canceled event triggers if your customer cancels their own subscription from within their Customer Portal and they reach the end of their billing cycle, or if you cancel their subscription from the order...

Subscription End of Trial

The Subscription End of Trial event triggers actions in your connected systems when a trial ends and converts into a paid subscription. This event is often used to apply/remove tags...

Upcoming Subscription End of Trial

The Upcoming Subscription End of Trial event triggers actions 7 days prior to your customer ending a Subscription Trial.  Applying a tag to trigger automation in your integrated system is...

Subscription Payment

The Subscription Payment event will trigger actions when any successful recurring subscription payment is processed, or on the first payment after a trial period and all recurring payments thereafter. This is most...

Upcoming Subscription Payment

The Upcoming Subscription Payment event triggers actions 7 days prior to your customer billing on an active ‘Subscription’ This is most commonly used for internal processes, or to potentially trigger an email to send...

Subscription Payment Failed

The “Subscription Failed Payment” event triggers anytime any Subscription payment fails. This event will NOT trigger by failed payment plan payments. The Subscription Failed Payment event trigger will run in conjunction...

Payment Plan Completed

The Payment Plan Completed event actions trigger after your customer’s payment plan has been paid in full. This is most commonly used for internal reporting and notifications, however, you could also send...

Payment Plan Unpaid

The Payment Plan Unpaid event triggers after your customer’s payment fails and ALL the auto-charge attempts have also failed. At this point, the payment plan will be moved to an Unpaid/Cancelled status, triggering the Payment Plan...

Payment Plan Payment Failed

The “Payment Plan failed payment” event triggers anytime any payment plan payment fails. This event will not trigger by failed subscription payments. This event trigger will run in conjunction with what...

Payment Plan Payment

The Payment Plan Payment event triggers actions after a successful payment plan payment is processed. This is most commonly used for internal processes, to stop customer follow-up, and to send notifications.  This...