Getting started
Example dataShowing Northwind Cycle (fictional)'s checklist.
1.Sign the agreement
DoneSigned. Thank you.
2.Save a card for fees
DoneFees are charged only when a member you'd lost pays. Stripe stores the card; we never see the number.
Card saved on Oct 21.
3.Add the Recovery Agent in Mariana Tek
Waiting on us- Sign in to your Mariana Tek admin.
- Open Settings, then Employees (or Staff).
- Add an employee named "Recovery Agent" with the email shown here:
recovery+north@example.com - Give it only what the job needs: view customers and transactions, retry failed payments. No owner or admin role.
- Send the invite.
Menu names can differ slightly by account. You can remove this login at any time.
4.Add the Recovery Agent in LoopSpark
To do- Sign in to LoopSpark.
- Open Settings, then Team (or Users).
- Invite "Recovery Agent" with the email shown here:
recovery+north@example.com - Give it permission to send messages and view contacts only. No billing or admin access.
- Send the invite.
Menu names can differ slightly by account. You can remove this login at any time.
5.Review your message
To doCard is failing
Hi {first_name}, it's your friendly support team at {studio_name}! It looks like your card on file is failing, so your {amount_owed} payment didn't go through :( Do you have a second to update it on our mobile app or your account online ({login_link})? Reply STOP to opt out. Pending legal review
Preview: Hi Ava, it's your friendly support team at Northwind Cycle (fictional)! It looks like your card on file is failing, so your $20.00 payment didn't go through :( Do you have a second to update it on our mobile app or your account online (https://example.com/login)? Reply STOP to opt out. Pending legal review
Card has expired
Hi {first_name}, it's your friendly support team at {studio_name}! It looks like your card on file has expired, so your {amount_owed} payment didn't go through :( Do you have a second to update it on our mobile app or your account online ({login_link})? Reply STOP to opt out. Pending legal review
Preview: Hi Ava, it's your friendly support team at Northwind Cycle (fictional)! It looks like your card on file has expired, so your $20.00 payment didn't go through :( Do you have a second to update it on our mobile app or your account online (https://example.com/login)? Reply STOP to opt out. Pending legal review
6.Confirm your locations
To do- Northwind – Riverside
- Northwind – Old Town
7.Dry run
To doBefore anything is sent, you'll review the first list of members we'd text.
Questions? Use Requests and we'll reply.