Features

Why can't a customer pause or cancel a subscription?

The customer portal: let customers manage their own subscription

A customer doesn't receive the sign-in email. Why?

The portal link shows "not found".

What are discount codes and how do I use them?

How to create a discount code, where your customers use it and how to give a discount on a running subscription.

What are custom fields and how do I use them?

Ask your own questions at checkout, keep the answers and see them back on the customer, payment, order and subscription.

How do I have customers agree to my terms and conditions?

Add a required checkbox with a link to your terms to the checkout of your payment link.

Can I show the answers of custom fields in an e-mail?

Use the {custom_fields} variable in your e-mail template, so the customer sees their answers in the confirmation.

What happens to answers when I change or delete a custom field?

If you change or delete a custom field, the answers customers already gave stay visible.

What are reminders and how can I use them?

How do tasks on a customer work?

Note what you still need to do for a customer, assign it to a colleague and let a workflow create it automatically.

What are workflows?

Let RCUR automatically carry out tasks as soon as something happens, such as assigning a label, sending an email or creating a task.

How do I create a workflow?

Create a workflow step by step: set up the event, conditions and actions.

Which events, conditions and actions can I use in workflows?

Overview of all events, conditions, operators and actions you can set up in a workflow.

Workflow examples

Seven commonly used workflows to copy right away, from labels to a welcome email and a task.

What variables can I use in which emails?

Overview of all variables, such as {name} and {link}, and in which emails they work.

How long are sent emails retained?

What are templates?

With templates you set up the emails and texts RCUR sends to your customers, also in multiple languages.

How can I create templates?

How to create templates for emails and payment screen texts, use variables and add translations.

Why can't I delete a template?

Why a template sometimes cannot be deleted, how to see where it is used and how to unlink it.

Can I change the recipient of the notification emails?