Create renewal processing task and add email tag
Create renewal processing task and add email tag
Your annual payment records arrive untracked, delaying bookkeeping and access confirmation. It creates a task and enrolls the payer so you reconcile and restore access same day.
Overview
When annual renewals come in, your bookkeeping and access updates need to be immediate. This flow converts each successful annual payment into a processing task and enrolls the payer into the renewal sequence, so books are reconciled and learner access is restored the same day.