Migrating direct debit mandates from GoCardless (GC) to Zomentum Payments is a straightforward process, designed to require minimal effort from your customers. While there is no automated transfer, the manual process is simple and quick.

Inviting Customers to Set Up New Mandates

1) Pre-Invite with 'Request Payment Method' Email:

• You can proactively invite your customers to set up their new direct debit mandates via Zomentum Payments by sending a 'request payment method' email.
  
  
  This email is sent directly from the Zomentum platform, and you can customize the email template to align with your brand's messaging and style under the branding configuration settings.
  
  
  This helps maintain consistency in your communications and enhances customer trust.

2) Invitation Upon Invoice Receipt:

• Alternatively, when customers receive their first invoice that includes a 'pay now' button, they can set up their new direct debit mandate as part of their payment process.
  
  
  This method ensures that the setup process is integrated seamlessly with their routine transaction activities.

Managing the Transition

• Continuity of Service: Ensure there is no disruption in service by continuing to charge via the existing GoCardless mandates until the new Zomentum Payments mandates are fully set up. This approach de-risks the migration process by providing a fallback option until the new system is confirmed to be operational.
• Disabling Old Mandates: Only disable old mandates in GoCardless after confirming that the customer has successfully set up their new mandate in Zomentum Payments. This step is crucial to avoid any gaps in payment and service delivery.

Communicating the Change

• Clear Communication: Clearly communicate the need for the change to your customers. Whether it's through email updates, website notifications, or direct communications, ensure customers understand the benefits of the new system and how it will affect their payment process.
• Support Availability: Offer robust support for customers who may need assistance setting up their new direct debit mandates. Ensure that your customer service team is prepared to handle inquiries and provide assistance to facilitate a smooth transition.

Conclusion

The migration process from GoCardless to Zomentum Payments, though manual, is designed to be straightforward and minimally disruptive for your customers. By utilizing pre-invite emails sent directly from the Zomentum platform and allowing for mandate setup during the invoice payment process, you ensure a smooth transition. Ensure continuous communication and support throughout the process to maintain trust and satisfaction among your customers.