Configure Decline Manager
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Written by Support
Updated over a week ago

June 7, 2012
Updated March 1, 2020’s Decline Manager,  will allow you to truly maximize your revenue with its highly customizable criteria. Choose by days, date, day of the week, or any combination. 

To configure Decline Manager in your Platform, go to Payment > Decline Manager.

Note these tips below: 

If you do not have any decline manager profile assigned to a campaign, the ‘Global Default’ settings will be applied. If you do not want to use Decline Manager, you will just need to set ‘Immediate Hold’ for your attempts on the global default profile.

The ‘Global Default’ profile settings are the same settings that were in your Platform when Decline Manager was located in the Subscription Management page.

Edit: Select this if you would like to edit your profile and attempts.

Jump to Position: You will only use this if you have the same campaign selected for more than one (1) profile. This will allow you to choose which profile will take precedence.

Enable/Disable: Select this to Enable or Disable your profile.

Delete: Click this to delete your profile.

From there, you will need to select the drop-down arrow next to ‘Actions’ and select “Add”. A box will then pop up requiring you to enter a name for the profile and to select the number of attempts before hold that you would like to use. Please see below:

To add a new attempt, you will need to click on 'Add Attempt. After you select how many attempts you would like to use, you will also need to enter in additional information for your profile such as the schedule and discount. These fields are explained below.

Name: This will be the name for the profile.

Attempts Before Hold: Here you can choose how many attempts you would like to use. The options range from No Retries to 10 attempts before hold.

Schedule: The options to schedule these attempts are Daily, Weekly, Monthly, Custom Cycle, Custom Date and Custom Day.

Custom Cycle: Customize how many days between each attempt.

Custom Date: Select a specific date or dates for the attempt. To specify more than one date, enter as a comma-separated list, type ‘last’ for the last day of the month. i.e 1, 15, ‘last’ would attempt on the first (1st), fifteenth (15th), and the last day of each month.

Custom Day: Attempt a specific day each month. i.e the First Sunday of every month.

Within the Schedule, you can specify that the attempt should be queued before a certain hour of the day. i.e Not before 8 a.m. Eastern. If the Not before field is left blank, then the attempt will be queued at midnight Eastern time.

Salvage Percentage: This is only applicable for the Global default profile. This will control the daily percentage of rebills that you want to attempt salvage. For example, if you have 100 rebills decline and you wish to not attempt to salvage every transaction, you can use 70% in which case only the first 70 declines would attempt to salvage.

Discount: Select this box if you would like to discount the decline manager attempts. You also have the option to apply the discount to shipping.

Minimum: Here is where you will enter in the minimum order total amount needed for the discount to take effect.

You have the option to click on the pencil to ‘edit’ each attempt. Here you can customize each attempt with a different schedule for each attempt. The specific attempt schedule will take precedence over the profile default schedule on the left half of the popup. Within this section you can also set the discount percentage that you would like to use for each attempt.

Available Rules to choose from include Campaign, Product and Decline Reason, Cart Type, Payment Gateway and payment method. If you have configured more than one (1) rule, then the transaction would need to match all rules in order to attempt. You have the option to set three (3) rules per profile.

The decline reason (s) to choose from are pulled from your Hard Decline Rules. These can be found and configured in Payment > Hard Decline Rules.

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