Manually Re-Charge Cards That Fail

Estimated Time of Completion: 0.5 hour

Every now and then someone will enter a card that doesn’t have funds into a landing page to buy something.  If you’re using Infusionsoft, it may simply be a matter of attempting to process that card a second time to finalize the payment. It often works successfully the second time and your previously lost prospect can become a client! This is something your Doer is trained in and can do this on a regular basis, either each morning or a few times a week.  

Disclaimer: also allow time for testing

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Manually Re-Charge Cards that Fail: OTT0019'
  • Assign the To Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • Let your Doer know how many times per day you'd like for outstanding payments to be processed/pushed through
    • Also advise your Doer how many payment attempts you want to process before removing/deleting the payment
    • Add in any other notes or requirements that might be relevant to the task
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.