Set up Payment Triggers

Payment triggers automatically manage membership access when subscription payments fail or succeed.

Tip

If you are creating a free membership only, you can skip this step.

Overview

You need two triggers for each paid membership level:

1. Failed payment trigger - applies the PAYF tag when payment fails

2. Successful payment trigger - removes the PAYF tag when payment succeeds after a failure

Access Billing Automation

1. Log into your Keap application

2. Go to E-Commerce > Settings

3. Select Billing Automation

4. Choose “When a credit card autocharge attempt is made”

Create Failed Payment Trigger

1. Click Add Trigger

2. Configure the trigger:

   • When an auto charge fails
   • Select which failure attempt (first, second, third, etc.)
   • Select the membership product

3. Under Actions, click Add new action > Apply/Remove Tag

4. Select Apply and choose the PAYF tag (e.g., “SilverPAYF”)

5. Click Save

6. Optionally add more actions (e.g., send email notification about failed payment)

7. Click Save Trigger

Create Successful Payment Trigger

1. Click Add Trigger

2. Configure the trigger:

   • When an auto charge is Is Successful
   • and the previous autocharge for this invoice failed
   • Select the membership product

3. Under Actions, click Add new action > Apply/Remove Tag

4. Select Remove and choose the PAYF tag (e.g., “SilverPAYF”)

5. Click Save

6. Click Save Trigger

Important

Create both a failed and successful trigger for each paid membership level.