Auto Pay Card expiration date notices
We run on anniversary date here, but my sister properties run on the 1st of the month, I want my expiration date letters to auto populate 30 days before the anniversary date, not 30 days before the 1st. Is this possible? I was told by my admin that he couldn't change it for my location. I think he can, but didn't want to deal with it at that time. He doesn't work for us anymore anyway.
The reason is simple, when my customers are notified of a card on file expiring, it is at times almost 2 months before it expires, so they forget they've been notified or say to us "I know! I don't have my card yet!"
So I want my letters to print 30 days in advance of their due date.
Thanks for your input,
Sonya
Comments
-
ESS Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭You could always print them and put them in a follow up folder or export them to your desktop for keeping and email/mail them out when you're 30 days out. As far as changing the system for each store, I most certainly think it can be done since we have different location codes and some of our settings are different than our other locations.2
-
ESS said:You could always print them and put them in a follow up folder or export them to your desktop for keeping and email/mail them out when you're 30 days out. As far as changing the system for each store, I most certainly think it can be done since we have different location codes and some of our settings are different than our other locations.
Thanks, that's a great idea, I could set a reminder in each tenant to remind me to mail them out.2 -
MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Go into the setup for the CRM Campaign Schedule. Set it to -30 days from the trigger date, which is the date their card expires.
I actually added a 2nd notice -5 days, so if I haven't heard back from them and they're due to expire in a few days, they will get a 2nd letter from me.
2 -
We usually call or email about 10-14 days before. Any earlier than that they don't have the new card. Then they forget.
1
Categories
- All Categories
- 34 What's New
- 30 SiteLink: What's new
- 4 Storable Payments: What's new
- SiteLink Community Discussions
- 1.9K SiteLink General Discussions
- 95 SiteLink myHub
- 55 Lead to Lease
- 28 Price Optimization
- 38 SiteLink Certified Professional
- 267 How-To's
- 11 Gate setup and Access Control
- 6 Email setup and troubleshooting
- 2 Software Setup
- 2 Unit Setup
- 11 Basic Operations FAQs
- 14 Advanced Operations FAQs
- 18 Billing and Accounting
- 5 Troubleshooting
- 6 Reports
- 21 Storable Payments
- 98 Training Videos
- 7 Other Resources
- 64 SiteLink, SpareFoot & storEDGE merge
- Self-Storage Operations
- 73 Starting Out in Self-Storage
- 3 3rd Party Management
- 223 Regional Discussions
- 183 Miscellaneous Discussions
- 38 Industry Webinars
- SiteLink Marketplace
- 62 Self-Storage Website Design & Listing Services
- 31 Credit Cards & Payment Processing
- 32 Self-Storage Call Centers & Kiosks
- 48 Notifications, SMS & Phone Integrations
- 92 Self-Storage Insurance, Legal & Auctions
- 11 Self-Storage Revenue Management & Analytics
- 23 Gates & Access for Self-Storage Facilities
- 7 Ancillary Services for Self-Storage Facilites
- Self-Storage Times
- 64 News
- 32 Opinion
- 149 Lifestyle