💳 GoCSM Triggers: Payment Failed Enhancements, Update Payment Link

We’ve made it easier than ever to help customers recover failed payments!

When a subscription payment fails, GoCSM can now automatically send the customer their invoice link, allowing them to update their payment method immediately.

🆕 What’s New

• 🔗 Auto-Send Update Payment Link
  The system now includes a direct invoice link in notifications triggered by a Payment Failed event, making it easier for customers to update their payment details.

• ⚙️ Fully Automated Through Workflows
  Insert the link into your Payment Failed workflow emails or SMS, providing customers with a quick and guided way to resolve payment issues.

• ✉️ Add to Customer Touch Emails
  Use this custom field to include the direct update link in your Payment Failed outreach emails:
  {{ contact.update_payment_link }}

• 👤 View Saved Update Payment Links in User Profiles
  Every generated payment update link is stored per user:
  Users → Select a Payment Failed User → SaaS Details → Update Payment Link
  

  

💡 Why This Matters

• 🚫 Reduce Churn Faster – Empower customers to fix failed payments instantly

• ⚡ Better Customer Experience – No back-and-forth emails needed

• 🧠 Smarter Automation – Add payment-recovery links to all your existing workflows

Need help setting up the Update Payment Link to your emails?

💬 Reach out or submit a ticket through our Chat Widget — we're here to help!