Revenue Recovery Tools
Revenue Recovery is what a project does when a renewal fails, when a member cancels and after they leave: a grace window the creator sets, with a notice ladder that carries the rail's own way to pay again and ends in a pause until a charge settles; a cancellation screen that asks why and makes one offer for the member's rail; and the win-back sequences that reach a member who left.
Revenue Recovery is what a project does when a renewal fails, when a member cancels and after they leave: a grace window the creator sets, with a notice ladder that carries the rail's own way to pay again and ends in a pause until a charge settles; a cancellation screen that asks why and makes one offer for the member's rail; and the win-back sequences that reach a member who left. These tools read and change the settings, read the figures the dashboard card shows over a window, and page the two ledgers: the cancellation screens members answered and every notice, offer and win-back message the programme sent. The notices and the grace window are on every plan; the offers need Growth or the Revenue Recovery Addon, which the settings say.
Tools
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update_resource
Retitle, describe or switch a project resource. Partial by design — anything omitted keeps its stored value; the kind and the place are fixed.
get_retention_settings
Read a project's Revenue Recovery settings — the grace window with its ladder in words, the daily digest, the cancellation question and the three offers, with whether the offers are on the plan. Read-only.