Chargebee Whatsapp Automation
Automatically tag failed payments in ActiveCampaign and send instant WhatsApp reminders via D7. Help customers update their payment details quickly and improve your recovery rate.
Why This Workflow Matters
This workflow helps you turn failed payments into recovered revenue without chasing customers manually. As soon as a payment fails, your customer receives a friendly WhatsApp message with a direct link to fix the issue.
You get clear tracking in ActiveCampaign, automated reminders, and a smoother experience for your customers so you reduce involuntary churn and protect recurring revenue.
How The Automation Works
- Trigger: Payment failed
When a payment fails in Chargebee, this starts the automation.
- ActiveCampaign Actions: Tag `failed_payment`, webhook
The contact is tagged with `failed_payment` in ActiveCampaign so you can easily track and segment them. A webhook sends the payment failure details to D7 WhatsApp API.
- WhatsApp Message Sent:
`Your payment didn’t go through. Fix it here: {{link}}.`
The customer instantly receives this WhatsApp message with a link they can use to update their payment or retry.
- Follow-Up Steps: Retry reminder
If they don’t complete the payment, a follow-up reminder is sent, encouraging them to try again.
- Goal / KPI: Recovery rate
You measure success by how many failed payments are successfully recovered, improving your overall recovery rate.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A payment fails in Chargebee. | Identifies at-risk revenue moments in real time. |
| 2 | The automation in ActiveCampaign is triggered by the failed payment event. | Ensures every failed payment is followed up automatically. |
| 3 | The contact is tagged with `failed_payment` in ActiveCampaign. | Keeps your database organized for tracking, reporting, and targeted campaigns. |
| 4 | A webhook sends payment failure details to the D7 WhatsApp API. | Connects your CRM with WhatsApp so messages go out instantly. |
| 5 | WhatsApp message is sent: “Your payment didn’t go through. Fix it here: {{link}}.” | Gives customers a quick, convenient way to resolve the issue with one tap. |
| 6 | The customer clicks the link and updates or retries their payment. | Increases the chances of recovering the failed payment. |
| 7 | If there’s no action, a retry reminder is sent via WhatsApp. | Gently nudges customers who forgot or got distracted. |
| 8 | Recovered payments are reflected in your recovery rate KPI. | Lets you measure how effective your automation is at saving revenue. |
Whatsapp Message Variations
1. Template 1
Your recent payment didn’t go through. Please update or retry your payment here: {{link}}.
2. Template 2
We couldn’t process your payment. To keep your service active, complete your payment using this link: {{link}}.
3. Template 3
Action needed: your payment has failed. Securely fix it now by visiting: {{link}}.
Who This Workflow is For
- Subscription-based SaaS companies using Chargebee for billing.
- Membership sites and e-learning platforms with recurring payments.
- Subscription box and D2C brands that bill customers monthly.
- Media, content, or streaming services with auto-renew plans.
- Any business that relies on Chargebee for recurring invoices and wants to reduce involuntary churn using WhatsApp reminders.
Integrate Now
Activate this Chargebee – Payment Failure WhatsApp workflow today