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Send Payment Reminders to Your Customers

high level diagram showing payment reminders

Instead of reminding users that they have missed their payment, help them remember the due date and if they still overlook it, send another message.

This example case will show how to use API and Infobip Events to inform customers about the upcoming and missed due dates.

Process Workflow

process diagram for payment reminders


Essential for this setup are the Infobip API instructions (below) so that the information between your system and the Infobip platform can be exchanged and you are able to build the communication around it.  

Steps Over API

  • Configure custom attributes on our web interface: People module > CONFIGURE > CREATE CUSTOM ATTRIBUTE.

    One custom attribute in this scenario is Due Date where value is Date, and the other one Amount Due where value is Decimal Number. You will need them for communication between your CRM and the Infobip platform.  

configuring due dates on cpaas

The next step is to integrate People API with your CRM to be able to use the payment due dates stored inside your CRM  and send them via our platform.

  • To get informed when and if the customer made a payment after they received a message about the upcoming due date, follow our API specification and use these:

{{personId}} - unique person identifier (email, pushRegId, phone) inside the People module.

{{definitionId}} - definition ID from the Event Definition page. You need to create a Payment Complete event on our web interface: People > Events > New Event Definition to track if users have made the payment.

{{AppKey}} - API Key from the Settings page on our web interface.

{{Your personal Base URL}} - base URL you can get after logging in.

Steps Over Web Interface

After you are done with the integration steps from the previous section, you will be ready to start building your Flow!  

  1. On the Infobip web interface, go to the Moments module, select CREATE FLOW > Start from Scratch > Date/Time trigger.
  2. Click the trigger and on the side panel select the Due Date attribute that you have set up previously and then select Is In 3 days because that`s when the payment should be made.

date and time communication trigger

  1. Send an SMS to inform the customer the due date is coming soon.

On the SMS side-panel, you can set the time and date inside the Delivery Time Window.

sending SMS over cpaas

  1. Add Wait for an event element and Payment Complete (this is an event you created earlier in this use case), so you can continue this communication based on customer actions.

    Set `specific wait time` to 4 days because your first message was 3 days before the due date and you plan to send another reminder one day after the due date.

events for payment reminders

  1. If the customer makes the payment, they will receive a thank you SMS which will be triggered immediately. If they miss the due date (If none matched branch), another reminder will be sent a day later.

    Select a placeholder (curly brackets icon) to automatically include in the SMS the information about the amount due. You are able to include this information because you have set up the Amount Due custom attribute at the beginning of this use case.

custom placeholder for payment reminders

  1. Click VALIDATE and LAUNCH!

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