Reminders

Subscription Statuses

Below are detailed descriptions of all subscription statuses in the system and explains when each status is assigned.

Active

With a value of 1, the subscription is currently active and in good standing. All payments have been successfully processed, and the member has full access to the associated member areas, products, forms, or events.

When This Status is Set:

• When a subscription is successfully created with an initial payment that is completed
• After a successful recurring payment is processed via webhook (invoice.paid event)
• When a subscription transitions from Trialing status after the trial period ends with a successful payment
• When a subscription recovers from PastDue status after payment is successfully retried and completed

Key Behavior:

• Member maintains access to all subscription-related content
• The CurrentPeriodEnd date is updated with each successful payment cycle
• Member's secure zone access expiry date (ExpiryDateTime) is updated to match CurrentPeriodEnd
• Subscription can be canceled by the user or admin

Canceled

With a value of 2, the subscription has been terminated and will not renew. The member may retain access until the current billing period ends, depending on implementation.

When This Status is Set:

• When a user or admin explicitly cancels a subscription through CancelSubscription() method
• When a Stripe webhook receives customer.subscription.deleted event
• When a subscription is canceled in the payment gateway (Stripe, Authorize.Net, PayPal)
• After successful cancellation API call to the payment provider

Key Behavior:

• The subscription code is retained in the database for historical records
• Member access may continue until CurrentPeriodEnd depending on payment gateway settings
• Cannot be reactivated; a new subscription must be created
• For Stripe: Only subscriptions with status active, incomplete, or past_due can be canceled

Incomplete

With a value of 3, the subscription has been created, but the initial payment has not been completed successfully. This typically occurs when payment requires additional authentication (3D Secure) or when the payment method fails.

When This Status is Set:

• When CreateSubscription() is called and the payment requires user action (e.g., 3D Secure authentication)
• When the initial payment intent has status requires_action or requires_payment_method
• When a subscription is created but the customer hasn't completed the payment flow
• Immediately after subscription creation in Stripe if payment authorization is pending

Key Behavior:

• Member does NOT have access to subscription content until payment is completed
• The subscription remains in this state waiting for payment completion
• Can transition to Active once payment is successfully processed
• Can transition to IncompleteExpired if payment is not completed within the allowed timeframe
• Can be canceled while in this state

IncompleteExpired

With a value of 4, the subscription was created but the initial payment was never completed within the allowed timeframe (typically 23 hours for Stripe). The subscription is now expired and cannot be recovered.

When This Status is Set:

• Automatically by the payment gateway (Stripe) when an Incomplete subscription is not completed within 23 hours
• Via webhook event when Stripe marks the subscription as expired
• When the payment gateway determines that the payment window has closed

Key Behavior:

• Subscription is permanently inactive and cannot be reactivated
• Member never gained access to subscription content
• A new subscription must be created to try again
• Historical record is maintained in the database

PastDue

With a value of 5, a recurring payment failed, but the payment gateway is attempting to retry payment collection. The subscription remains partially active with grace period access, depending on configuration.

When This Status is Set:

• When a scheduled recurring payment fails (e.g., insufficient funds, expired card)
• After a payment intent fails and the payment gateway enters retry mode
• Via webhook notification from payment gateway indicating payment failure
• When invoice payment collection fails for subscription renewal

Key Behavior:

• Payment gateway (Stripe) automatically retries payment based on its dunning settings
• Member may retain access during the retry period (grace period), depending on system configuration
• Can transition to Active if a retry succeeds
• Can transition to Unpaid if all retries fail and dunning period expires
• Can be manually canceled by user or admin
• System may send reminder notifications to member about failed payment

Trialing

With a value of 6, the subscription is in a trial period where the member has access to content without immediate full payment. A reduced trial amount may have been charged, or the trial may be free.

When This Status is Set:

• When a subscription is created with IsNeedTrialPeriod = true
• When a coupon is applied that provides a trial period discount
• At subscription creation when trial period parameters are specified
• Via payment gateway when trial period is configured

Key Behavior:

• Member has full access to subscription content during trial
• Trial period amount (if any) is handled via one-time coupon discount in Stripe
• Subscription metadata includes IS_CONTAINS_TRIAL_PERIOD = true
• Automatically transitions to Active status when trial period ends and full payment is processed
• Can be canceled during trial period
• CurrentPeriodEnd reflects the end of the trial period

Unpaid

With a value of 7, all payment retry attempts have failed, and the subscription is now suspended. The member no longer has access to subscription content. This is the final state after PastDue retries are exhausted.

When This Status is Set:

• When payment gateway exhausts all retry attempts for a PastDue subscription
• After Stripe's dunning period completes without successful payment
• Via webhook notification indicating subscription is now unpaid
• When payment collection is definitively unsuccessful

Key Behavior:

• Member access to subscription content is revoked
• Subscription remains in database but is effectively inactive
• Cannot automatically recover; typically requires manual intervention or new subscription
• May trigger final notification emails to member
• Different from Canceled because it was due to payment failure rather than intentional cancellation

Table View

The default view displays the full history of sent reminders with support for filtering, sorting, and pagination. The number of rows shown per page can be adjusted using the selector at the bottom of the table.

Email Preview

Each row in the table includes access to a preview of the exact email sent to that member. Clicking the preview opens a popup displaying the full details of the email as it was delivered, including:

• Email Name
• Email Subject
• From Email
• From Name
• Email Body

Chart View

The chart view displays an aggregated summary of reminder delivery data broken down into three metrics: 'Total Sent', 'Success', and 'Failed'. This provides a quick visual overview of how your reminders are performing over a given time period.

The chart supports the following time ranges:

• 7 days (default)
• 14 days
• 28 days
• 30 days
• Custom range

Advanced Filter

To narrow down the report results, click "Advanced Filter" () to open the filter panel. All filters can be applied simultaneously. Once your filters are set, click "Filter" to apply them. Use "Reset" to clear all active filters, or "Cancel" to close the panel without applying any changes.

Exporting Reports

The current report data can be exported using the "Export" button in the toolbar. Reports are exported in CSV format, and only records matching the currently applied filters will be included in the export.