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Automatic notifications

For:Administrator

Notifications complete the tracking of subscriptions. Check the Payment failed, Manual intervention, and Expired card tabs regularly: the absence of an email does not mean that a subscription is working properly.

Incident Alerts​

When a subscription requires Manual intervention or a card is reported as expired, Unisoft can prepare:

  • An email to the payer, with a recovery link when this option is available;
  • A notification to the relevant supervisors, according to the organization’s preferences and scope.

The reason matters: a banking dispute may require immediate intervention without waiting for several consecutive failures. A status change does not necessarily mean a new email is needed with each inquiry or attempt. See handling failures.

Receipts for recurring payments​

Receipts and confirmations follow approved payments and applicable settings. A future due date, a rejected payment, or a withdrawal still being processed by the bank does not mean money has been collected. Check the transaction in subscription payments.

For a subscription managed by an external platform, it can also send its own notifications. Check its settings if the donor receives multiple messages.

Send a reminder from the record​

When Remind the donor is available:

  1. Check the recipient and the recovery link.
  2. Resend email asks for confirmation before adding the message to the sending queue.
  3. Prepare WhatsApp message opens a text box that you review and send yourself.

A confirmation that the message has been queued does not prove that the email has been delivered. A WhatsApp preparation does not send the message. The interface may restrict further attempts after a recent delivery or while a bank transaction is being processed.

Complete the communication​

Do not assume that a pause, resumption, or manual cancellation automatically notifies the donor. Explain your decision when necessary, then check the subscription status.

Check the recipients in notification preferences. If an email is missing, also verify the address and spam folders before resending.

Going further​