Stax Bill enables you to automate much of your communication with your customers through configurable text and email notifications that you can enable or disable. These automated messages are sent in response to specific triggering events. You control the content and, in certain cases, the timing of these messages.
To use this functionality, text messaging must be enabled for your account. Please contact us.
You can configure text messages to automatically:
Provide newly activated customers with a link to the self-service portal to manage important account information
Notify a customer that they have been set up for automated text messages from Stax Bill
Notify of impending credit card expiration and provide a link to update payment information
Advise the customer of a failed payment attempt
Prompt the customer to renew a subscription that is nearing expiration
Provide the link to reset a password when the customer has initiated the "Forgot Password" process
To avoid disturbing your customers during the middle of the night, text messages will not be sent between 10:00 pm and 7:00 am in the time zone set for your account.
You will find the following outgoing text options on the Settings>Branding>Outgoing Texts page.
Credit Card Expiry Notification
This text message is triggered by customer credit card expiration within the next two months. When turned on, the customer will receive a text message advising them of impending credit card expiration on the 4th day of the month. The text message contains a link for customers to update their credit card information. You can suppress this text message for customers whose gross MRR is $0. You can also override the account-level setting on a customer-by-customer basis (see Override Default Text Message Settings at the Customer Level).
Customer Credential Create
This text message is triggered by customer activation. When turned on, the activated customer will receive a text message prompting them to manage important account details via the Self Service Portal. To override the account-level setting on a customer-by-customer basis, see Override Default Text Message Settings at the Customer Level.
Customer Credential Reset
This message is triggered when the customer initiates the "Forgot Password" process. The text message contains a link for the customer to update their password.
This message is triggered by a failed payment. The message advises the customer that a payment attempt has failed to override the account-level setting on a customer-by-customer basis.
Pending Expiry Renewal Notice
This text message is triggered by the upcoming expiration of the customer's subscription. You can configure it to be sent a specific number of days before the subscription expires. For monthly subscriptions, you can schedule them to be sent up to 30 days before expiry. For yearly subscriptions, you can schedule it to be sent up to 364 days before expiry. Your schedule can specify that the text is sent more than once, for example, 30 days before expiry, 15 days before expiry, and a final reminder two days before expiry. The text message contains a link for the customer to renew their subscription.