Reactivation Workflow

Nicolas Audet
Nicolas Audet
  • Updated

Overview

The Reactivation Workflow allows agents to reactivate customer accounts after a seasonal or delinquency suspension. It is possible to schedule the reactivation for now or at a later date. This workflow will reassign all suspended subscriptions on the customer account, enable the corresponding services, re-enable the billing cycle, and update the status to Active. A confirmation email will also be sent to the customer.

Warning: Only suspended subscriptions will be reassigned.
Tip: To use the Reactivation Workflow, the client first needs to be in a suspended state that was set with a Suspension Workflow.

How to Create a Reactivation

To create a Reactivation Workflow, go to the client account > Workflows > +Add > Reactivation > Fill in the information for each step > Submit.

You can see an example of the workflow's modal in this image:

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This view allows you to see what subscriptions will be reactivated with the workflow.

If the customer wants to reactivate with fewer services than before the suspension, follow these steps: Go to the Billing tab > Unassign unwanted subscriptions (the subscription was previously suspended) > Go back to the Reactivation Workflow and proceed.

If the customer wants to reactivate with more services than before the suspension, proceed with the Reactivation Workflow and then add a subscription as you would normally do with an active customer.

How to Reschedule or Cancel a Reactivation

The reactivation can be rescheduled within the workflow by using the Actions button > Reschedule.

The reactivation can be cancelled within the workflow by using the Actions button > Cancel Workflow.

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