Link a custom customer portal in Failed Payment Recovery notifications

If you use a custom customer portal, you can configure Failed Payment Recovery notifications to direct customers to your own payment methods page while continuing to use Recharge's Failed Payment Recovery analytics.

This guide explains how to configure a custom customer portal URL in your Failed Payment Recovery strategy.

Before you start

• Your custom customer portal must include a page where customers can update their payment method.
• Recharge recommends using a cookie-based authentication flow so logged-in customers are taken directly to the payment methods page, while unauthenticated customers are redirected to sign in before updating their payment information.

Step 1 - Configure your payment method URL

1. In the Recharge merchant portal, click Churn tools and select Failed Payment Recovery.
2. Create a new strategy or open a draft strategy.
3. Under Where should the email CTA direct customers to update their payment methods?, select A custom URL in your customer portal.
4. Enter your custom customer portal URL.
5. Click Save and continue.

Step 2 - Review the notification

1. Click the pencil icon next to one of the email notifications.
2. Click Edit email body.
3. Confirm that the notification contains the {{ custom_portal_url }} variable.

Recharge automatically replaces this variable with the custom URL you configured when the notification is sent.

Expected outcome

Customers who receive a Failed Payment Recovery notification are directed to your custom customer portal when they click the payment update button. Recharge continues to track Failed Payment Recovery performance and email analytics while using your custom payment update experience.

Considerations

Consider the following: