Automated Layaway Payment Reminder Drafts
Every morning, WebRun opens Artisan POS, finds layaway plans with a deposit or final balance due in the next 3 days, drafts a friendly reminder in Mailchimp for each customer, and posts a short chase list to Slack of who still owes a balance.
How do I remind customers about layaway balances that are coming due?
WebRun keeps layaway balances from slipping through the cracks. Each morning it checks Artisan POS for deposits and final payments due within 3 days, drafts a friendly reminder for each customer in Mailchimp, and posts a Slack chase list sorted by due date, so staff can review, send, and collect before pickup day arrives.
- Layaway customers get reminded before their balance is overdue
- Staff get a sorted chase list every morning, not a manual search
- No reminder goes out without a quick human review
Built for party supply stores · costume shops · retailers offering layaway
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
certek.comin a real browser with your saved login - no setup, no API keys. -
1
Artisan POS - find layaway balances coming due
certek.com
WebRun opens Artisan POS to find layaway balances coming due. - Open Artisan POS and filter layaway plans by balance due date
- Capture the customer, item held, balance due, and due date for each
- Skip any plan already paid in full or already reminded this week
Done when Every layaway balance due in the next 3 days is listed with its details.
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2
Mailchimp - draft a payment reminder for each customer
mailchimp.com
WebRun opens Mailchimp to draft a payment reminder for each customer. - Draft a friendly, on-brand reminder for each customer naming the item and balance due
- Save each reminder to Mailchimp as a draft, do not send it
- Leave sending to a staff member after a quick review
Done when A reviewable draft reminder exists in Mailchimp for every customer with a balance due.
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3
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post the chase list of customers with a layaway balance due
- Sort by due date so the soonest pickups are at the top
- Note which reminders are drafted and ready to send
Done when Staff have today's layaway chase list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email customers without me seeing it first?
No. Every reminder is saved as a draft in Mailchimp. A staff member reviews and sends it, WebRun never sends a layaway reminder on its own.
What if a customer already paid off their balance?
It reads the live layaway status in Artisan POS each morning, so anyone who's already paid in full is left off the chase list.
Does it handle the final pickup, too?
It flags the balance and due date so staff know a pickup is coming, but confirming and completing the pickup is still done in Artisan POS by your team.
Related templates
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