How does a customer change their credit card on file?

Max Classic
1

How does a customer change their credit card info on file?

2

Inside of ‘billing automation’ you can set up an Update CC email and insert a special ‘CC update’ link (that can only be inserted via the billing automation). When you send that they can update their CC.

3

Hi Jeff,
I can’t find an “update link” action in the dropdown box.

4

Sorry … wasn’t clear. It is a special merge field that is avail in the email builder.

5

Jeff, i went through every ‘merge’ field and can’t find anything related to updating a credit card. Do you know where it is?

6

Hi @Whitney_Freya,

Have you considered using a customer portal system? Customerhub offers a great solution for your customers to manage credit cards, etc.

7

Here is a video that outlines it.

https://www.loom.com/share/c1a898397176484596fd852136e98963

Hope that helps.

Jeff