Why Deploy This Use Case
- The integration monitors your ROLLER membership data in real time, detecting payment failures and active cancellations the moment they are recorded in the system — including failed card charges and member-initiated subscription cancellations.
- When a qualifying event is detected, the workflow immediately compiles a structured alert containing the member's name, membership tier, contact phone number and email address along with the reason for the alert.
- The alert is posted instantly to your designated retention Microsoft Teams channel, ensuring your team can begin an outreach attempt within minutes of the event occurring rather than hours or days later.
- Your retention team uses the alert to make a personal call, offer a payment retry, suggest a membership pause or present a targeted incentive — maximising the chance of recovering the member before the relationship is fully lost.
Use Case Highlights
Churn Prevention
Instant notification allows for a "save call" moments after a cancellation request, increasing retention success.
Revenue Recovery
Rapidly address payment failures (dunning) by contacting members to update billing info before the account lapses.
Operational Visibility
Keep the entire membership team aware of churn rates and reasons in real time.
Contextual Data
Alerts include the member's history and plan, allowing for a personalised retention approach.
Streamlined Workflow
Manage the retention process within Teams threads rather than checking separate email reports.
Proactive Support
Identify potential technical issues if multiple payment failures occur simultaneously.
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