Welcome back to Friday Five! This week, instead of presenting you with industry headlines, we’re turning the spotlight on Advantage itself. Behind the scenes, the Advantage platform powers subscription and membership management with smart, versatile automation tools that keep daily operations running smoothly. From streamlining workflows to reducing manual effort and boosting customer engagement, here are five ways Advantage automation can make a big impact. Let’s jump in!
1. Automate Everyday Business Tasks
Automation in Advantage reduces operational overhead and keeps your organization highly efficient. When a new order comes in: send a customer letter, restart a suspended subscription once payment is received, or log an updated credit card so future autocharges run smoothly – all without staff intervention!2. Customize Rules for Any Scenario
You can tailor Advantage automation to match your business needs. For example: if a payment authorization fails, configure multiple flows based on any metadata—maybe for Stripe customers you want to simply log a customer service note, but for Cybersource customers you want to send an email to the customer for updated payment details. This simplifies follow-up and improves the overall customer experience.
3. Monitor Activity in Real Time
The Advantage event-driven framework is always on, continuously actioning new activity and applying your configured rules. Nothing slips through the cracks. For instance: when a membership application is approved, the system can log the transaction history and instantly notify your team, so they can send a welcome message or complete any other necessary onboarding steps.
4. Keep All Your Systems in Sync
Through these powerful features, Advantage can keep all your systems in sync. With our Shopify integration, for instance, a cancelled Product Subscription can trigger an immediate update in Shopify. Likewise, a customer’s address change can flow automatically to a third-party system, reducing the chance of errors. Advantage can interact with your entire ecosystem with intelligent, timely data notifications.
5. Automate Customer Retention
Automation can also play a key role in customer retention. For example: quickly sending a welcome letter to new subscribers creates a personal touch that makes them feel valued and more likely to stay subscribed! Additionally, when your team successfully “saves the cancel,” Advantage can automatically record the outcome, giving you the insight to track successful saves and strengthen your retention strategies.
These five examples are only the beginning of what’s possible with Advantage automation. The rules engine can be tailored in countless ways to reduce manual work, improve communication, and keep systems seamlessly integrated. Whether your goal is streamlined operations, stronger customer retention, or entirely new workflows, Advantage automation is ready to help you succeed. Ready to see it in action? Contact us today to schedule a demo or connect with our team!