Subscription Payments Tracking - Invoice input of subscriptions SOP

Table of Contents

1. Required Tools to Open

2. Accessing Subscription Invoices 

3. Additional Instructions

4. Other Details

Overview of the SOP - This SOP will walk you through the steps to entering closed and open invoices and transactions into the “Subscription Payments Tracking, Metrics..” spreadsheet.

Resources

Subscription Payments Tracking, Metrics, and Response Emails (Spreadsheet link):

Subscriptions Payments Tracking

Maghub

https://id.maghub.com/login/

Username:  membership@crittendenresearch.com

Password:  Crittenden123$

Leaky Paywall

www.Crittendenreport.com

Username:  membership@crittendenresearch.com

Password:  Crittenden123$

Open Required Applications

1. AdOrbit:  Subscriptions > Invoices

2. Payment Tracking Spreadsheet

3. Crittendenreport.com > Leaky Paywall > Transactions

AdOrbit > Subscription Invoices

1. Open Maghub. Click on Subscriptions found on the left toolbar

2. 

Click on Invoices 

1. Click on Get Invoices and click ID, in order to filter newest to oldest invoices.

2. Fill in spreadsheet with newest open and closed invoices

3. Click on 3 dots in order to view the Invoice PDF and retrieve CC Auth Code and Auth Code from the paid invoice. Enter onto the tracking sheet.

     5.  Fill in the first and second number into the Auth Code columns 

Pulling Transactions from Leaky Paywall

1. Go to crittendenreport.com

2. Click on the profile icon

3.  Login:  membership@crittendenresearch.com

 Password:  Crittenden123$

4.     Click on Leaky Paywall and choose Transactions from the dropdown enter the ones with $ payments into the Subscription Tracking spreadsheet.

Reporting of Card Connect

• Reviewing Accounts: Open or Closed

• Closed are paid and up to date

• Open are unpaid and need to be resolved

• Investigate why the account is open

• first - click on the edit to see if there is a credit card attached to the account, if the card is expired or current

• Second- if the card is current then check in cardpoint for the reason the payment is being declined. Reporting, transactions, select the account with the issue, scroll to the bottom of the page for any notes on why the payment is declined. Pass all gathered information on to the Customer Service/ Sales rep that will reach out to the customer. 

• Inform the Customer Service/ Sales rep of the open account.They will need to call or email (see template below- if needed) informing the customer of the issue and request new payment method or other information to gather payment and close the invoice. 

Update Directories and Send Subscription Email 

• See Updating Directory Subscriptions-SOP https://docs.google.com/document/d/1RlY9S9PxptgdFo9wMLPMFe5_z10Vyp-U20zip2WM8LU/edit#heading=h.wi817iaxp89v

• See Subscription & Directories FAQ-SOP

https://docs.google.com/document/d/1G4WGjwlq3xqwTq8hhlD4B21dzpHhpV5hGo6awOeumeE/edit

EXAMPLE OF SUBSCRIPTION EMAIL TO SEND MEMBER:

Subject:  Crittenden Newsletter & Directory: Your subscription details!

Hi NAME!

We received your recent subscription payment. We sincerely appreciate your business with us and hope you enjoy the newsletter and directory access!

Your membership provides you with multiple benefits such as:

- Access to the Directory

- Newsletters emailed twice a month on Monday morning

- Exclusive Article access on the crittendenreport.com
- 20% off Crittenden Conferences (Monthly & 6-Month) & 100% off our upcoming Finance conference (12-Month Subscribers)

You can access your directory(s) via this site:

• Crittenden Real Estate Finance Directory: https://refinance.crittendenonline.com/ 

• Crittenden Multifamily Directory: https://crittendenmulti.com/

• Crittenden Retail Tenants Directory: https://directory.crittendenonline.com/

• Your login is the following email: email

• Password: XXXX 

• If you would like to change your directory password, please contact us.

You can update billing info and access invoices, and manage your subscription via this site:
https://crittendenreport.com/my-account/

You can upgrade or renew your membership through the subscription page:

https://crittendenreport.com/subscribe/

To access your exclusive article content, visit: https://crittendenreport.com/  

Enjoy!

Membership Team
membership@crittendenresearch.com
Phone: (800) 857-1916

EXAMPLE OF SUBSCRIPTION PAYMENT DECLINED EMAIL TO SEND MEMBER:

Subject: Crittenden Newsletter & Directory: Subscription payment - needs attention 

Dear [Customer's Name],

We hope you're doing well. We've noticed an issue with the payment method linked to your account, and we need your help in resolving it.

The recent payment for [mention the product or service] couldn't be processed due to a problem with your current payment method. We value your business and want to make payments hassle-free for you.

To fix this, we kindly ask you to update your payment method to one that's more convenient for you. We offer options like [mention alternative payment methods available, e.g., credit card, ACH transfer, or electronic funds transfer]. You can make this change by contacting our accounts department at [accounts department contact information] or visiting our website [website link].

If you have any questions or need assistance, our customer support team is here to help at [customer support contact information]. We're committed to making this transition as easy as possible for you.

Your satisfaction is vital to us, and we look forward to helping you resolve this issue quickly. Sincerely,

[Your Name]

 [Your Title] 

[Company Name]