Automation recipes

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Increase your recovery rate by customizing dunning behavior based on billing interval, invoice amount, or customer segment. For example, you might want to grant longer grace periods to annual or high-value customers, or retry more frequently for a specific customer segment. Automations allows you to make these customizations:

1. Click New automation.
2. Give the automation a descriptive name, like “Annual subscriber dunning.”
3. Select the Subscription payment fails as the trigger.
4. (Optional) Choose the conditions that must be met for the automation to run. In this case, Subscription interval is: yearly.
5. Add the Start retry policy action, and select + Create new retry policy in the dropdown. Choose Smart Retries for subscriptions and retry up to 8 times within 2 months.
6. (Optional) Add a delay of 7 days as an additional grace period for manual outreach.
7. Add the Cancel subscription action.
8. Add the Mark invoice uncollectible action (which makes it a write-off for Revenue Recognition).

To improve cash flow and customer communications, keep track of high-value unpaid invoices. This recipe automates notifications for high-value invoices, enabling your team to take proactive measures to encourage the customer to pay the outstanding invoice. You can implement this by following these steps:

1. Click New automation.
2. Give the automation a descriptive name, like “Notify Collections team of high-value late invoices.”
3. Select the Invoice is overdue as the trigger.
4. Add a filter condition to select invoices greater than $500.
5. Add a Send email action and select a recipient using the company email domain.
6. Write a short memo such as “Invoice over $500 is overdue by X days” in the memo field.

Modify this recipe to meet your specific business needs, such as adjusting the overdue dollar amount and length of overdue period. The recipient must use the company email domain or be a user on the Stripe account.

To enhance customer communication, automatically send subscribers a confirmation email when their subscription is canceled.

Sending the confirmation email doesn’t prevent churn, but it can help to maintain a positive customer relationship and provide an opportunity to gather the cancellation reason, which allows you to further improve your service.

Here’s how you can set the recipe up with automations:

1. Click New automation.
2. Give the automation a descriptive name, like “Subscription cancellation confirmation.”
3. Select the Subscription is canceled as the trigger.
4. (Optional) Add a filter condition to restrict the automation by customer segment, subscription product or plan, or subscription amount if desired.
5. Select the Send email to customer action.
6. Stripe provides a predefined email template for the confirmation email. The email includes the subscription details and confirms the cancellation date. You can optionally include a link to a cancellation reason survey.

Automate your workflow by configuring custom webhooks to trigger n number of days before a quote expires. By using automations, you can schedule a custom quote.will_expire webhook to integrate with your internal tool or API, which in turn can kick off certain processes or send notifications. Here’s how to set it up:

1. Click New automation.
2. Give the automation a descriptive name, like “Custom webhook before quote expiry.”
3. Select the Quote is scheduled to expire as the trigger.
4. Select the Send webhook action. Add delays to schedule how often Stripe sends the webhooks.