Set up automation

Set up automation

In this section, we will start building the automation for purchase, cancellation & rebill fails. Watch the video tutorials to set up your own automations.

Automate purchase of the main plan

In the section, you will learn how to set up the automation when the user purchases your main plan, and you can also sync the purchase details to your Google sheet for future reference.

In this automation, you will also learn to send customers first welcome emails.

Automate purchase of the add on

In the section, you will learn how to set up the automation when the user purchases your add-on plan, and you can also sync the purchase details to your Google sheet for future reference.

You will learn to set up the filter and then the automation to upgrade the workspace for the extra add-ons.

Automate cancellation

If you are using Paypal to collect subscriptions from your customer, remember to set up your Paypal IPN url, otherwise, you might miss a lot of refund, cancellation requests initiated directly from your customer’s paypal account.

There are 2 different ways to handle the cancellation, you can downgrade the customer’s workspace directly to a free plan, or you can turn off the auto-renew to off.

The first option, your customer will immediately downgrade to a free plan, and the second option, they will still get access to the workspace until the end of the current billing cycle.

Automate the rebill fails

Set up the rebill fails automation is very important, you can find more Thrivecart events here:
https://support.thrivecart.com/help/using-webhook-notifications/

You can do the same automation as purchase cancellation or you can set up the reminder and then follow up with your customer manually.

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