Configuration & Customization

GetPaidHQ's dunning system provides extensive configuration options that allow you to create customized recovery strategies perfectly aligned with your business model, customer segments, and operational requirements.

Configuration Categories

Recovery Rules

Define timelines, retry logic, and escalation strategies for different scenarios

Customer Segmentation

Create targeted approaches based on customer value, behavior, and characteristics

Communication Setup

Customize messaging, channels, templates, and branding for all touchpoints

Testing & Optimization

A/B testing frameworks and continuous improvement capabilities

Recovery Timeline Configuration

Basic Timeline Settings

Standard Recovery Timeline

Default Configuration:

Day 0: Payment failure detected
Day 1-2: Technical retry attempts
Day 3: First customer communication
Day 7: Second communication (increased urgency)
Day 14: Critical warning communication
Day 21: Final notice with offers
Day 30: Account suspension/cancellation

Customization Options:

Adjust day intervals
Modify communication tone
Enable/disable specific stages
Add custom stages

Accelerated Recovery (High-Risk Accounts)

Configuration:

Day 0: Payment failure detected
Day 1: Technical retry attempts
Day 2: First customer communication
Day 5: Second communication
Day 10: Critical warning
Day 14: Final notice
Day 21: Account suspension

Use Cases:

Customers with payment history issues
Low-value subscriptions
High-risk accounts
Cost optimization focus

Extended Recovery (VIP Customers)

Configuration:

Day 0: Payment failure detected
Day 1-3: Extended technical retry
Day 7: Gentle VIP communication
Day 14: Personalized follow-up
Day 21: Account manager contact
Day 30: Executive outreach
Day 45: Final VIP retention offer
Day 60: Graceful suspension

VIP Features:

Personal account manager involvement
Executive-level communication
Exclusive retention offers
White-glove service

Custom Recovery Flows

Industry-Specific Examples:

SaaS Companies:

Maintain service during grace period
Usage-based urgency levels
Feature restriction staging
Team administrator notifications

E-commerce Subscriptions:

Shipping coordination
Inventory considerations
Fulfillment timing
Alternative product offers

Media Services:

Content access staging
Download preservation
Viewing history protection
Content recommendation integration

Customer Segmentation Rules

Segment-Based Configuration

High-Value Customers (Enterprise/Premium):

{
  "criteria": {
    "monthly_value": ">= $500",
    "account_age": ">= 12 months",
    "payment_history": "excellent"
  },
  "recovery_settings": {
    "timeline": "extended",
    "grace_period": 45,
    "communication_tone": "vip",
    "escalation_path": "account_manager",
    "retention_offers": "premium"
  }
}

Standard Customers:

{
  "criteria": {
    "monthly_value": "$25-499",
    "account_age": ">= 3 months",
    "payment_history": "good"
  },
  "recovery_settings": {
    "timeline": "standard",
    "grace_period": 30,
    "communication_tone": "friendly",
    "escalation_path": "automated",
    "retention_offers": "standard"
  }
}

At-Risk Customers:

{
  "criteria": {
    "payment_failures": ">= 2 in 90 days",
    "engagement_level": "low",
    "support_tickets": ">= 3 recent"
  },
  "recovery_settings": {
    "timeline": "accelerated",
    "grace_period": 14,
    "communication_tone": "direct",
    "escalation_path": "manual_review",
    "retention_offers": "discount_focused"
  }
}

Communication Customization

Message Template Configuration

Template Variables:

Customer Data:
- {{customer.name}}
- {{customer.email}}
- {{customer.company}}
- {{customer.account_age}}

Subscription Details:
- {{subscription.plan}}
- {{subscription.amount}}
- {{subscription.next_billing}}
- {{subscription.features}}

Payment Information:
- {{payment.amount_due}}
- {{payment.due_date}}
- {{payment.failure_reason}}
- {{payment.last_four}}

Personalization:
- {{customer.usage_stats}}
- {{customer.favorite_features}}
- {{customer.team_size}}
- {{customer.industry}}

Channel-Specific Settings

Email Communication Setup

Template Customization:

HTML and text versions
Responsive design templates
Brand color scheme
Logo and imagery
CTA button styling

Sending Configuration:

From name and email
Reply-to settings
Send time optimization
Time zone handling
Frequency limits

Advanced Features:

Dynamic content blocks
Conditional messaging
A/B testing variants
Personalization rules
Tracking and analytics

SMS Communication Setup

Message Configuration:

Character limit management
URL shortening
Sender ID customization
Opt-out compliance
International formatting

Delivery Settings:

Carrier selection
Delivery time windows
Retry logic
Fallback options
Cost optimization

Compliance Features:

TCPA compliance
Opt-in/opt-out management
Message archiving
Consent tracking
Regulatory reporting

In-App Notification Setup

Display Configuration:

Notification placement
Visual styling
Animation effects
Dismissal behavior
Persistence settings

Targeting Rules:

User activity triggers
Page-specific display
Feature usage context
Session-based timing
Frequency capping

Integration Options:

API webhooks
JavaScript SDK
Mobile app SDKs
Custom implementations
Third-party platforms

Advanced Configuration Options

Conditional Logic Rules

Payment Amount Thresholds:

if (payment_amount >= 100) {
  timeline = "extended";
  communication_tone = "premium";
  retention_offers = true;
} else if (payment_amount >= 25) {
  timeline = "standard";
  communication_tone = "friendly";
} else {
  timeline = "accelerated";
  communication_tone = "direct";
  cost_optimization = true;
}

Engagement-Based Rules:

if (last_login <= 7_days && usage_score >= 80) {
  priority = "high";
  grace_period = extended;
  engagement_messaging = true;
} else if (last_login >= 30_days) {
  win_back_flow = true;
  re_engagement_offers = true;
}

Integration Configuration

CRM Integration:

Salesforce, HubSpot, Pipedrive
Customer data synchronization
Activity logging
Opportunity tracking
Sales team notifications

Support Platform Integration:

Zendesk, Intercom, Freshdesk
Ticket creation rules
Agent notifications
Knowledge base integration
Escalation workflows

Analytics Integration:

Google Analytics, Mixpanel
Event tracking
Conversion attribution
Funnel analysis
Custom dimensions

A/B Testing Configuration

Test Framework Setup

Testing Capabilities:

Message content variations
Send timing optimization
Channel effectiveness
Template design variants
Offer testing

Statistical Settings:

Confidence levels
Sample size calculations
Test duration limits
Significance thresholds
Automatic winner selection

Common Test Scenarios

Subject Line Testing:

Variant A: "Quick payment update needed"
Variant B: "Action required: subscription payment"
Variant C: "Update your payment info in 30 seconds"

Metrics: Open rates, click rates, conversion rates

Communication Timing:

Variant A: Send at 9 AM local time
Variant B: Send at 2 PM local time
Variant C: Send at 6 PM local time

Metrics: Response rates, completion rates

Compliance & Regulatory Settings

Regional Compliance

GDPR (European Union):

Consent management
Data processing agreements
Right to erasure
Data portability
Privacy by design

CCPA (California):

Consumer rights disclosure
Opt-out mechanisms
Personal information handling
Third-party sharing

Industry-Specific:

HIPAA (Healthcare)
PCI DSS (Payment processing)
SOX (Financial services)
FERPA (Education)

Communication Compliance

CAN-SPAM Act:

Sender identification
Truthful subject lines
Clear opt-out mechanisms
Physical address disclosure
Opt-out processing

TCPA (SMS):

Prior express consent
Opt-out instructions
Message frequency limits
Time restrictions
Consent documentation

Configuration Best Practices: Start with proven templates and gradually customize based on your specific customer behavior and business requirements. Use A/B testing to validate changes before full implementation.

Configuration & Customization

Recovery Rules

Customer Segmentation

Communication Setup

Testing & Optimization

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