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Regpack Feature Update: Triggers and Autobill Options
regpack feature updates

We’ve added a few new great trigger functions and Autobill options to Regpack that we think you might like!

1. “Balance is Closed” Trigger

This trigger will send when a user’s balance is “zero”. This means that you, the admin, don’t need to set triggers on individual products. This trigger will allow you to send an automatic email to customers when their balance is fully paid.

 

2. “Smart” Update to Existing Users

This works for the “update existing users” function and ensures your forms and products present automatically to everyone that is eligible. We hope this helps you update options in a way that makes sense!

  • For form and product triggers, you’ll notice that “Update Existing Users” is pre-selected.
    The system will now react to what type of trigger you’re adding.
  • When you decide between “Add and Hide” or “Add and Show”, the system will check or un-check the “Update Existing Users” based on your selection.

 

 

3. Enhanced “User Registers” Trigger

This update simplifies the trigger structure automatically so you don’t add unnecessary triggers. This should mean less work for you, and a more seamless Regpack experience for all!

This update consists of 3 parts:

  1. We removed the “User Logged In” as a trigger option. It was redundant with “User Registered”, so we merged the two.
  2. If there is a “User Registered” on an “and” trigger, the system will remove the “User Registered” because it isn’t needed. It will always happen since the user is always registered.
  3. If there is a “User Registered” on an “or” trigger, all other triggers will be removed since once it’s on an “or” trigger, only one condition needs to happen. The “user registered” will always happen so the other triggers are not needed.

 

 

4. New Autobill Filter

This is the Autobill filter. When used in conjunction with overdue payments or needs to close balance, the system can help you locate which users they need to reach out to for payment. You can filter within Autobill for “User on Autobill plan & NO card on file” and “User has overdue payment” or “Needs to close balance” to find overdue users and ask for saved card to be added.

 

 

 

We hope you enjoy these updates as much as we do! Have a great week!

About The Author
Asaf Darash
Asaf Darash
CEO and founder of Regpack

Asaf, Founder and CEO of Regpack, has extensive experience as an entrepreneur and investor. Asaf has built 3 successful companies to date, all with an exit plan or that have stayed in profitability and are still functional. Asaf specializes in product development for the web, team building and in bringing a company from concept to an actualized unit that is profitable.

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