Context
If you have integrated the “customer portal“, your customers have access to a space where they can manage their data. They can specifically update their payment method from the “Payment Method” section.
By default, to minimize the risk of payment defaults, ProAbono does not allow the deletion of an already registered payment method.
However, if you want to offer this option to your customers through the “customer portal,” you can add the deletion action at any time from the ProAbono back office.
How to enable it
From the back office:
- Go to the “Settings” section in the left menu.
- Click on the “Customer Portal” button in the Hosted Pages section.
- Then, in the payment method tab, click on “buttons“.
- Next, click on “Button Action: Delete Payment Method“.
- Finally, choose the “Delete Payment Method” option.
The recommended alternative
There is no logical reason to delete a payment method.
If you want to learn more and initiate a conversation with the customer, you can redirect them to a page on your website where you have placed a form, a procedure, or an online messaging system, according to your preference.
To do this: Instead of choosing “Delete Payment Method“, you should choose “Redirect the customer to a page on your application” and fill in the URL of your form.
Further customization
If you want to perform specific actions after deleting a payment method, you have two options: defining a URL redirection or configuring a webhook.
URL Redirection
URL Redirection allows you to define a page where the customer will be redirected after the deletion. Typically, you can send the customer to a page for deleting their account in your application or to a page offering them to stay with a free subscription.
From the back office:
- Go to the “Settings” section in the left menu.
- Click on the “Customer Journey” button in the Hosted Pages section.
- Then click on “Redirection Pages“.
- Next, click on “Button Action: Delete Payment Method“.
- Finally, choose the “Redirect the customer to a page on your application” option and provide the URL to which your customer should be redirected.
Webhook
If you prefer to trigger a background action, you can configure a webhook by listening to the “Customer – Payment Method Updated” action.
Note that this event is also triggered when registering or modifying the payment method. To identify only deletions, you need to supplement it with this request to retrieve the current payment method.