Failed Mobility Plan Fee Follow Up

• Open email draft from Outlook templates

  • Other Issues > Billing > “Failed Membership Fee”

  • We are creating one email to send; with all members BCC’ed

• Open Failed Membership Fees spreadsheet in shared inbox

  • Tag the email for yourself to indicate you’ve assigned yourself to the task

  • Copy and paste each email from the spreadsheet list into Vulog or click the Vulog URL to pull up the member’s page; whichever is more convenient for you.

  • Make sure the member is an approved, active member (Info tab)

    • We do not send this email for people who have not been approved yet, or for closed accounts

  • Make sure that the member does have a cancelled subscription and does not have any later successful payments (Billing tab)

    • The declined charge might be in a previous month than the one you are defaulted to; so make sure to check there (drop down menu under billing)

  • Copy member email address into draft of email opened earlier

  • Continue down the spreadsheet list, BCCing all users

  • Send email!

    • Once the email is sent, move the auto-generated Failed Membership Fee email containing the spreadsheet of users with failed membership fees to the Daily Reports folder