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Add emails/phone numbers to autocollect report

We need to contact members when there card is declined. Would be nice to have the email/phone number handy to work off the report.
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  • Oct 1 2018
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    J Scott Dolloff commented
    December 28, 2018 23:40
    This is understandable.

    Do you have declined payment messaging set up in your account?

    Also, what is your process like when people are declined? For example, what is the criteria you currently use to determine when you follow-up? Do you wait until autocollect retries the payment a number of times, or do you follow-up same day?

    Do you have examples of emails you use? Do you use more than one message? If so, what is the timing for each message?

    How do you decide who/when you call or email? Or do you automatically do both?

    As far as calling is concerned , who is responsible for making the calls? What is the typical time of day calls are made? How often do you connect and speak with someone vs leave a message?
    If you leave a message do the return the call and deal with the situation successfully or do they suggest that they will take care of it the next time they come for class?

    Also, have you ever tried text messages for follow -up?