Email: subscription management HighLevel

Workflow explanation

1. When a subscription is created, tag it as Active subscriber and send a clear welcome (access + support links).
2. Treat subscription changes as explicit branches so the customer gets predictable, consistent communication.
3. Cancel requests:
   • Confirm intent, offer a save option (pause or downgrade), then execute either path cleanly.
4. Pause requests:
   • Tag as Paused, stop content delivery, and define clear restart rules (date-based or manual).
5. Payment method updates:
   • Send a secure update link, confirm when complete, and add reminders if it is not done.
6. Refund requests:
   • Collect a reason, create a team task for validation, then process and revoke access with the correct status tags.