Automated processes | Setting up flexi-payment automations
In this user guides, you will find steps to configure automation emails for flexi payment checkout booking.
Flexi Options is an Add On feature. Contact us for a demo!
Please note that the automations will be configured by CourseCo
You can request a change in email content based on your business model. Please get in touch with your CRM Lead if you wish to arrange a demo for ‘Checkout Flexi-Payment’ Feature.
Student completing a flexi checkout
This automation works when a student has completed a Checkout Flexi booking.
Trigger event - a website booking occurs
Action - Send an email
Condition - Payment option is Payment plan
Frequency - Send immediately
Confirmation email content can be configured according to your email content templates
Payment reminder email for a flexi upcoming instalment
This automation works when a reminder email should be sent to a student so that they are reminded about their upcoming flexi instalment.
Trigger event - A transaction is due
Action - Send an email
Condition - Due date is more than or equal to 1 day
Frequency - Run everyday at 9:00 am
Reminder email content can be configured according to your email content templates
Payment run
This automation triggers a payment run for a flexi booking so that the instalment amount is taken out of the student’s account on payment due date.
Trigger event - A transaction is due
Action - Automatic Payment Process
Condition - Payment option is Payment plan
Condition - Due date is more than or equal to 1 day
Frequency - Run everyday at 9:00 am
Automatic payment succeeded email
This automation triggers a payment successful email to the student so that they are informed that their flexi instalment is paid
Trigger event - An automatic payment succeeded
Action - Send an email
Condition - None
Frequency - Immediately
Successful payment email content can be configured according to your email content templates
Automatic payment failed email
This automation triggers a payment unsuccessful email to the student so that they are informed that their flexi instalment has failed
Trigger event - An automatic payment failed
Action - Send an email
Condition - None
Frequency - Immediately
Failed payment email content can be configured according to your email content templates