Enable Send Notifications for Expiring Credit Card Accounts

Click the ENABLE button.

Note

This displays the dialog for setting up this functionality. The notification template must be set up via Desktop Client Manage Templates prior to enabling this functionality.

In the Template Name drop down menu, select the Expired Credit Card Notification template you created in Desktop Client as described above.

Then set up the other parameters as described below.

• Delivery Type (Email, SMS_SMTP, SMS_SMPP)

• Months in Advance to Notify (default = 2) – You may enter blank or zero to not notify until expiration has been reached.

• Wait Days Before Resending (default = 14) - Continue to send every n days until the E-Pay account becomes valid or is no longer active

• Months After Expiration to Run (default = 1) - Null not allowed (can’t set up to notify indefinitely on an expired card)

• Account Type (default = all)

• Account Status (default = All with Billing Status of Billing). (Filtered list of Account Statuses that are billing active)

• Frequency (Daily, Weekly, Monthly) - Dynamic parameters based on the Frequency selected

• At (Time) and Time Zone - default to browser's time zone

Click SAVE. This closes the dialog, creates the trigger in Workflow and changes the ENABLE button to DISABLE.

Note

Once enabled, users with Manage Settings permission can disable the setting to remove the triggers. This can be used either to stop the notifications or to edit the notification parameters. To edit the parameters you must first remove the existing triggers by disabling and then recreate them (re-enable).

Example Configuration: