What are subscription tools?

If you sell subscription products on Hotmart, you can use the Subscription Tools to automate billing, organize your subscribers, and send important communications throughout the subscription lifecycle.

In this article, you'll learn about the available tools and how each one can help you manage your business.

How do I access the Subscription Tools?

1. Sign in to your Hotmart account at https://app.hotmart.com/.
2. From the left-hand menu, click Sales.
3. Select Subscription Management.
4. Click the Tools section.

On the Tools tab, you'll find features that help reduce delinquency, improve communication with your subscribers, and optimize your recurring revenue strategy.

Below, you'll learn about each tool and how to configure it.

❯ Charge Retry

What is it?

Charge Retry lets you configure automatic retry attempts when a subscription payment isn't approved.

How do I set it up?

1. Click Customize Charge Retry.
2. Turn on Personalize retry charges.
3. If you'd like, enable Charging on the day the retry attempt is successful. When this option is enabled, the next billing date will be updated to the day the payment is successfully processed.
4. Enter a name to identify the configuration.
5. Choose whether the rule will apply:
   • To all subscribers; or
   • Only to subscribers in a specific segment.
6. Set the number of retry attempts and the time period during which they'll be made.
7. Click Save retry.

Important

If you don't customize this setting, Hotmart will automatically use its default payment retry strategy. In this case:

• Up to five payment retry attempts will be made.
• Retry attempts will continue until the next recurring payment due date.
• Retry dates are automatically determined based on the buyer's payment history.

In addition:

• Subscribers will receive a notification every time a new payment retry is attempted.
• Disabling payment retries may affect payment recovery and, as a result, your subscription conversion rate.

❯ Renewal Alerts

What is it?

Renewal Alerts let you send automated emails to remind subscribers about their upcoming subscription charge.

How do I set it up?

1. Click Renewal Alerts.
2. Click Create New Email Alert.
3. Choose who will receive the email:
   • All subscribers; or
   • A specific segment.
4. Enter a name to identify the alert.
5. If you'd like, add a description.
6. Set how many days in advance the email should be sent.
7. Review the message preview.
8. Click Save Email Alert.

❯ Segmentations

What is it?

Segmentations let you organize your subscribers into groups so you can apply specific settings, such as Renewal Alerts and Charge Retry strategies.

How do I set it up?

1. Click Create New Segment.
2. Enter a name and, if you'd like, a description.
3. Select the criteria that will define the segment, such as products, plans, offers, or subscribers.
4. Review the segment summary.
5. Click Save Segmentation.

Which tool should I use?

If you want to...	Use
Send reminders before a subscription renewal.	Renewal Alerts
Configure new payment attempts after a failed payment.	Charge Retry
Organize subscribers into groups to apply different strategies.	Segmentations

Frequently asked questions

❯ Do I need to configure all the tools?

No. You can use only the tools that make sense for your business strategy.

❯ Does Charge Retry work even without a custom configuration?

Yes. If you don't create a custom configuration, Hotmart automatically applies its default payment retry strategy.