Velaxe
Respond to payment failures with a proactive outreach ladder | FlowForge

FlowForge

Respond to payment failures with a proactive outreach ladder

Create a ticket, send a secure payment link, and escalate in stages.

View App All Use Cases Open Guide Related Integration
Payment ladder
Ticket → Link → Wait → Escalate

Overview

Create a ticket, send a secure payment link, and escalate in stages.

Problem

Failed payments trigger manual chases and inconsistent follow-up.

Solution

FlowForge reacts to PayStream failure events, opens tickets, sends secure links, waits for resolution, and escalates via WhatsApp/SMS and refunds holds if unresolved.

How it works

Trigger PayStream → Payment Failed. Create high-priority ticket, send payment link, Wait 24h; if unpaid, send WhatsApp via PulseGate and tag retry. After 72h, escalate or refund hold.

Who is this for

Billing Ops Support Lead

Expected outcomes

  • Higher payment recovery
  • Lower manual effort for follow-up

Key metrics

Recovery within 72h

Baseline

28 %

Target

60 %

Manual follow-up time

Baseline

12 hours/wk

Target

3 hours/wk

Gallery

Payment ladder
Ticket → Link → Wait → Escalate

Downloads & templates

Payment link message set

Template

Case studies

SaaSCo lifts recovery by 41%

Automated cadence improved conversion.

Software SMB APAC

Security impact

  • Payment status and ticket metadata · PII: minimal (payer contact)

Compliance

  • SOC2 (change & access)
  • GDPR (lawful processing of contact)

Availability & next steps

Pro Business Enterprise
Enable the ladder and measure recovery rate.