Payment reminder responses flow template

How the conversation runs

1. Bot sends

   Hi {{name}}, following up on your pending payment. How would you like to proceed?

   I've already paidNeed a few daysPay now
2. Tags the contact payment-claimed for future campaigns
3. Bot asks & saves the answer as {{promise_date}}

   No problem — when can we expect the payment?
4. Hands the chat to your team

   Great! Sending your secure payment link right away. 💳
5. Hands the chat to your team

   Thanks! We'll verify and update your account right away — apologies if our reminder crossed your payment. 🙏
6. Tags the contact payment-followup for future campaigns
7. Bot sends

   Noted, {{name}} ✅ We've set a reminder for {{promise_date}}. Thank you!

Answers marked {{like_this}} are saved on the contact and reusable in campaigns. Unrecognised replies re-prompt the menu instead of dead-ending.

More Finance & Insurance flows