Configure Dunning Campaigns

A dunning campaign defines exactly how MyPetParlor follows up on failed and past-due payments: which emails go out, on which days, and what happens to the subscription and invoice when the cycle ends. This guide walks through creating, editing, and assigning campaigns.

Campaigns live under Settings → Billing → Dunning Campaigns.

The Campaigns List#

The list shows every campaign in your business:

Select Create to start a new campaign.

Create a Campaign#

Campaign Identity#

Give the campaign a Campaign Name (a descriptive name, for example "Standard recovery") and a unique Campaign Code. The optional Campaign Description helps teammates understand when to use it.

Tick Default Campaign to make this the campaign that all plans use unless they are assigned elsewhere.

Plans for this Campaign#

By default, all plans use the default dunning campaign. To give specific plans different treatment, add them here:

• Use Available Plans to filter by plan name or code, and select plans to move them to Selected Plans — or select Add all to assign everything at once.
• Remove a plan individually, or use Remove all to clear the selection.

The Three Dunning Cycles#

Each campaign configures up to three cycles, one per trigger:

• Automatic Invoice Dunning Cycle — starts whenever an automatic invoice payment attempt fails.
• Manual Invoice Dunning Cycle — starts whenever a manual invoice is past due.
• Trial Dunning Cycle (optional) — starts when a post-trial payment attempt fails. Use Enable Trial Dunning Cycle / Disable Trial Dunning Cycle to add or remove it.

For each cycle you build an email schedule:

1. The first email always sends Immediately — right after the first payment attempt fails (or the invoice becomes past due).
2. Each following row — Send 2nd email, Send 3rd email, and so on — is set as a number of days later. The helper text below each row shows the cumulative day count so you always know when it lands.
3. Every row needs an Email Template. The template picker only offers templates that fit the cycle: Payment Declined emails for the automatic cycle, Invoice Past Due for the manual cycle, and Post-Trial Payment Declined for the trial cycle.
4. Select Add Email to insert another reminder into the schedule. The first email and the final email are fixed; reminders in between can be removed with the bin icon.

The final row of every cycle sends the expired for non-payment email — the customer's last notice.

At the End of the Dunning Cycle#

Each cycle finishes with two decisions:

The summary line beneath the settings spells out the outcome in plain language — for example: "27 days after the first payment attempt fails, the subscription will expire and the invoice will fail."

Save#

Select Create Campaign. The new campaign takes effect immediately for any new dunning cycles on its assigned plans.

Sensible Starting Points#

The create form seeds each cycle with a practical default schedule — an immediate email plus a follow-up three days later, expiring the subscription and failing the invoice at the end:

Adjust the spacing and length to suit your parlour — a monthly grooming subscription can afford a longer recovery window than a once-off service.

View, Edit, and Delete#

Open a campaign from the list to see its full configuration — identity, assigned plans, and a summary card per cycle showing each step ("Immediately - First Email", "Day 3 - Second Email", …) and the end-of-cycle outcome.

• Edit switches the page into the same form used to create the campaign. Select Update to save.
• Delete removes the campaign after confirmation. This cannot be undone — invoices already in a cycle complete their current schedule, but plans assigned to the deleted campaign fall back to the default.

Where Campaigns Apply#

• Plans — each plan follows the default campaign unless assigned to another one (here, or on the plan page).
• Accounts — a specific customer can be pinned to a campaign via the Dunning campaign setting in their account billing details. This overrides the plan's campaign for that customer.
• Invoices — every invoice records the campaign that governs it, and shows a Dunning Progress timeline while a cycle is active.