When we receive a Chargify Email that has the content…  “will be charged for the estimated amount due of”:

• This means the customer has entered a credit card in Chargify. 

• The card will be charged on the free trial end date

• This email will be received 3 days before the free trial end date

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Perform the following steps:

• In the Bryt Admin site:

  • Set the free trial end date in Bryt to the actual end date + 10 days…  this allows the account to stay “active” and not “expire” on the due date

• In Salesforce:

  • Add a “Next Follow-up Date” of “Free Trial End Date” + 1

  • Add a “Next Follow-up Step” = “Free Trial Expires X/XX/XXXX - Paid? - Convert to Customer

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On the day following the free trial end date, check if the card was processed

• If YES, convert free trial to paid customer

• If NO. Expire the free trial