Keep membership payments reconciled and flagged for marketing ops

Marketing ops lose track of subscription payments with no matching membership record, creating unaccounted charges and reconciliation gaps. Alerts send payment details so ops can reconcile.

Overview

Unmatched subscription payments create reconciliation gaps and missed outreach that hurt campaign performance. This workflow alerts marketing ops and generates reconciliation tasks so staff can investigate and resolve missing member records before billing or communications slip. Expect faster handoffs and zero missed follow-ups.

Notable Features

Notify ops on unmatched payments
Attach payment and customer details
Create reconcile tasks for staff