MemberGate Renewal Process Options

MemberGate software offers many different ways to allow your members to renew their membership should they have a billing failure. 

Click on each of the tabs below for more information on how you can implement each of these methods on your site. If a member can easily renew their membership, any losses can be recouped quickly.

Customize Billing Failure Notices

Customize Billing Failure Notices

Each time a member has a billing failure (and if the 'Enhanced Recurring Billing'  is enabled that could be 3 times in one billing cycle) an alert message is sent to the member via email.

There are two sections of the software to customize the message that is sent. If the message isn't customized, a default message will be emailed to the member. The default email message includes a link to content page 5 to renew.

 

Click on each tab below to learn more about the process and how you can customize it to make it easier for your members to renew

Customize the Billing Failure Message and Include as Many Details as Possible 

 

The more details that can be included in the billing failure message will make it an easier process for your members to successully renew their membership. 

Renewal Requirements
Tip to Add to Billing Failure Message
Members to choose 'Yes' for the 'Is this a Renewal' field.
If using that field on your forms, let the members know to select 'Yes'.
Members Must Enter the Username on File
Include the variable |username| in the message to provide the member the correct username to use
Members Must Enter the Email Address that is Associated with their Account
Let them know to use the email address to which this billing failure message is sent.
DOES NOT Require Members to Enter the Password that is Associated with their Account
BUT be proactive and include a password reset link in the message (this can be used for the prefilled options - more information below)
Most Importantly!! Include a Link to a Renewal Form that you would like the Members to Reach
EVEN BETTER - create a custom billing failure message and renewal form for each member plan
Include Custom Fields
Sometimes you might have a custom field that could provide more insight to the member (or to you) about their account. Use the custom variable in your messages.
Members May Have Questions on Renewal
Include a link to contact you for questions
A Prefilled Form Makes Renewing Really Easy
Include information about the Prefill box (if using - see below)

 

 

Where Can the Billing Failure Messages be Customized for All Member Plans?

 

There is a generic billing message that is sent to members of all plans that do not have it's own custom billing failure message.

1. Under 'Master Settings', choose 'Edit Site Description'

 

Edit Site Descriptions

 

 

2. There are three boxes to add a custom message:

  • Credit Card Billing Failure Message - First Attempt
  • Credit Card Billing Failure Message
  • 7 Days, Credit Card Billing Failure Message - 21 Days
Edit the Billing Failure Message

 

 

Where Can the Billing Failure Messages be Customized for Specific Member Plans?

 

Each Member Plan can have it's own custom billing failure message.

1. Under 'Master Settings', choose 'Edit Member Plans'

 

Edit Member Plans

 

 

2. From the drop down menu, choose to edit an existing plan, or choose to add a new member plan.

 

Setup Different Welcome Pages for New Members and Renewals

 

 

3. There are three boxes to add a custom message:

  • Credit Card Billing Failure Message - First Attempt
  • Credit Card Billing Failure Message
  • 7 Days, Credit Card Billing Failure Message - 21 Days
Edit the Billing Failure Message

 

 

Include These Variables in Your Custom Message

MemberGate allows many variables to be included in your custom message. See the table below for the variables that can be included along with a sample way to use them in your billing failure message.

Variable
Variable Placeholder
Sample Use
Begins the Subject of the Email Message
|subject start|
|subject start| Action Required! Your Monthly Membership Renewal for OurSite.com Hasn't Process Successfully|subject end|
Ends the Subject of the Email Message 
|subject end|
|subject start| Action Required! Your Monthly Membership Renewal for OurSite.com Hasn't Process Successfully|subject end|
First Name
|firstname|
Hi |firstname| |lastname|!
Last Name
|lastname|
Hi |firstname| |lastname|!
Username
|username|
Username: |username|
Password
|password|
Click to send an email to reset your password: |password|
Password Create 
|password create|
Click to reset your password: |password create|
Tax Rate 
|taxrate|
The taxrate of |taxrate|is based on your rates of your state |taxstate|
Tax State
|taxstate|
The taxrate of |taxrate|is based on your rates of your state |taxstate|
Tax Total 
|taxtotal|
The total taxes = |taxtotal|
Ship Total
|shiptotal|
The shipping costs include |shiptotal|
Sub Total 
|subtotal|
The fees before taxes = |subtotal|
Total
|total|
The total of fees and taxes = |total|
Today 
|today|
The billing failure happened on |today|
Renewal Date 
|renewdate|
We understand how these things can happen,  but this month's payment for your membership to OurSite.com using a |payment_method| credit card with the last four digits |cc_last_four_digits| did not renew successfully as scheduled on |renewdate|.
Invoice Number
|invoicenumber|
Variable Context
Address
|address|
Your address: |address| on the account should match that of your credit card account.
Last 4 Digits of Credit Card
|cc_last_four_digits|
We understand how these things can happen,  but this month's payment for your membership to OurSite.com using a |payment_method| credit card with the last four digits |cc_last_four_digits| did not renew successfully as scheduled on |renewdate|.
Payment Method 
|payment_method|
We understand how these things can happen,  but this month's payment for your membership to OurSite.com using a |payment_method| credit card with the last four digits |cc_last_four_digits| did not renew successfully as scheduled on |renewdate|.
Custom Field
Example: |mgcf_Site_URL|*
Your Variables Will be Different
This billing failure pertains to your account based on your |mgcf_Site_URL| site.

 

 

Here is a Sample Custom Message With Variables

 

Credit Card Billing Failure - First Attempt Field

 

 

Here is How that Custom Message Appears as Delivered to the User's Email

 

 

 

Prefilled Form Box

Prefilled Form Box

 

The prefilled form box is a box at the top of the subscription form that has a username and password field. The member just has to input their information into the form and the subscription form will be auto-filled with the member's details from their account. If pro-active, the username and password reset link can be included in the billing failure email message.

 

 

 

Add the Prefilled Form Box to Your Subscription Forms

 

The prefilled box can be used on Subscription Forms created with the 'Subscription Form Generator'.

To add the prefilled form to your subscription form:

Select 'Yes' for the 'Allow Login Prefill' field for that subscription form.

 

 

 

Upon Logging in, Redirect an Expired Member Directly to a Prefilled Subscription Form

Upon Logging in, Redirect an Expired Member Directly to a Prefilled Subscription Form

Sometimes a member may not know that their account is in arrears, or inactive. They may try and login to the site, and with a successful login, they will see an expired message with a link to the subscription form.

However, it is possible to customize the expired members login experience by having them instead redirected to a prefilled Subcription Form.

 

 

Calling Custom Renewal Page 23

There is a specially coded page (content page 23) that can be added to 'Edit Member Plans in the 'Custom Renewal Page for this Member Plan?' field. When page 23 is added to that custom renewal page field, and an expired member enters valid username and password information on the login screen, they will be automatically redirected to a prefilled subscription form. They just have to add their credit card details, and then will be renewed into their original member plan!

A special form does not have to created where a member has to choose their member plan - the software knows and will automatically renew them into their same plan.

 

 

 

Custom Page for 'Custom Renewal Page for this Member Plan?'?

The 'Custom Renewal Page for this Member Plan?' can also be used with a specific content page on your site. If you would like the member to redirect to another content page on your site, the content page number can be added to that field as well. The process remains the same: an expired member enters a valid username/password combo and then automatically will be redirected to that specific page.

That specific page can be another subscription form, or even a sales page with more information.

Set the Site to Automatically Rebill Billing Failures

Set the Site to Automatically Rebill Billing Failures

 

The default process for a billing failure is that the software will set the member to 'inactive'. The member would no longer have access to the site.

There is the ability for the site to automatically retry those members who have had billing failures.

Your declined members will automatically be retried again 7 and then 21 days later to see if the card will go through.

 

 

To Enable the Automatic Recurring Billing for Failed Transaction

 

1. Under 'Edit Site Descriptions' choose 'Edit Site Descriptions'

Edit Site Descriptions

 

 

2. In the 'Enable Enhanced Recurring Billing' field select 'Yes'

How do I handle billing failures?

 

 

3. Press the 'Apply Changes' at the bottom of the page

 

 

Stripe Users: Enable Smarter Saved Cards

Stripe Users: Enable Smarter Saved Cards

The Stripe Payment Gateway service is now directly connected to your member's credit card company. With Stripe's Smarter saved cards functionality, the Stripe system automatically receives updated card information without any action required by your customers.

What this means for you is that even if your member's credit card is due to expire, any recurring billing renewals will still be successfully processed since Stripe will have the updated card information.

There are some steps for you to take in your Stripe account so that the updated credit card information is also reflected in your member's account on your site.

 

1. Login to your Stripe Account. From the left menu choose 'Developers'

1. Login to your Stripe Account. From the left menu choose 'Developers'

 

Stripe Left Menu
2. Click on Webhooks in the Expanded Menu under 'Developers'

2. Click on 'Webhooks' in the Expanded Menu under 'Developers'

 

Stripe Choose Webhooks
3. Click the '+ Add Endpoint' button from the Top Right to Create the New Webhook

3. Click the 'Add Endpoint' button from the Top Right to Create the New Webhook

 

Stripe Add Endpoint
4. Set the Endpoint URL, Version and Events to Send

4. Set the Endpoint URL, Version and Events to Send:

Stripe Add Endpoint

Endpoint URL:

https://www.YOURDOMAIN.COM/public/programs/stripe_notification.cfm

Version:  Your Current Version

Events to Send: Choose 'customer_source_updated' from the drop down menu

Click the button to add the webhook. You may be prompted to add your password to authenticate.