Lime Light’s Decline Manager 2.0 brings highly customizable criteria – whether that be days, date, day of the week, or any combination. You can now truly maximize revenue.
To configure your Decline Manager in your CRM, you will need to go to Payment > Decline Manager.
NOTE: If you do not have any decline manager profile assigned to a campaign, the ‘Global Default’ settings will be applied. If you do not want to use decline manager, you will just need to set ‘Immediate Hold’ for your attempts on the global default profile.
The ‘Global Default’ profile settings are the same settings that were in your CRM when decline manager was located in the Subscription Management page.
Edit: Select this if you would like to edit your profile and attempts.
Jump to Position: You will only use this if you have the same campaign selected for more than one (1) profile. This will allow you to choose which profile will take precedence.
Enable/Disable: Select this to Enable or Disable your profile.
Delete: Click this to delete your profile.
From there, you will need to select the drop-down arrow next to ‘Actions’ and select “Add”. A box will then pop up requiring that you enter in a name for the profile and select the following how many attempts before hold you would like to use. Please see below:
Once clicking on ‘add’, the following box will appear where you will need to select how many attempts you would like to use. Please see below:
After you select how many attempts you would like to use, another box will appear where you will need to enter in additional information for your profile such as the schedule and discount. These fields are explained below.
Name: This will be the name for the profile.
Attempts Before Hold: Here you can choose how many attempts you would like to use. The options range from No Retries to 10 attempts before hold.
Schedule: The options to schedule these attempts are Daily, Weekly, Monthly, Custom Cycle, Custom Date and Custom Day.
Custom Cycle: Customize how many days between each attempt.
Custom Date: Select a specific date or dates for the attempt. To specify more than one date enter as a comma separated list, type last for the last day of the month. i.e 1, 15, last would attempt on the fist (1st), fifteenth (15th), and the last day of each month.
Custom Day: Attempt a specific day each month. i.e the First Sunday of every month.
Within the Schedule, you can specify that the attempt should be queued before a certain hour of the day. i.e Not before 8AM Eastern. If the Not before field is left blank, then the attempt will be queued at midnight Eastern time.
Discount: Select this box if you would like to discount the decline manager attempts. You also have the option to apply the discount to shipping.
Minimum: Here is where you will enter in the minimum order total amount needed for the discount to take effect.
When finished, click ‘Next’. The following box will pop up where you can assign your profile to campaigns and customize each attempt:
You have the option to click on the pencil to ‘edit’ each attempt. Here you can customize each attempt with a different schedule for each attempt if you like. The specific attempt schedule will take precedence over the profile default schedule on the left half of the popup. Within this section you can also set the discount percentage that you would like to use for each attempt.
The Rules that are available to choose from are Campaign, Product and Decline Reason. If you have more than one (1) rule configured, then the transaction would need to match all rules in order to attempt. You have the option to set three (3) rules per profile.
The decline reason (s) to choose from are pulled from your Hard Decline Rules. These can be found and configured in Payment > Hard Decline Rules.
Also, this is where you will select your campaigns. You will just need to click on the ‘plus’ sign next to ‘Add Rule’ and select ‘campaign’ as the rule. Now you can select which campaigns you would like to assign the profile to:
The campaigns that are selected are going to be applied to the profile.