To enable sending SMS notifications on enrolling in E-Pay Autopay, Auto Pay Notifications must be enabled in Customer Care. This setup is required whether or not you use Customer Care. If you don’t use Customer Care, the setup may be performed for you by an IDI associate. Enabling this setting creates two Workflow triggers with accompanying Send Notification actions that drive this functionality in all areas where it is supported (Desktop Client, OnlineBill and Customer Care). For full details on the setup required for this functionality, see the Knowledge Center article for Sending Notifications on Enrolling in E-Pay Autopay.
The Auto Pay Notifications setting is disabled (unchecked) by default. The setting is located under Manage > Settings. Access to this setting requires the Manage Settings permission in Customer Care.
To enable,
Click the Edit (pencil icon).
This displays the setup dialog.
Check Auto Pay Notifications Enabled. This creates the Workflow Triggers and their accompanying Send Notification Actions. Once enabled, disabling this setting will delete the triggers.
Select the custom template you set up for this purpose.
Only templates associated with the E-Pay Account Notifications data source will be available for selection.
If you use two different templates for account created and account updated notifications, you can only select one here, and it will be used when creating both Workflow Triggers. A user with access to Workflow can then modify one of Triggers to use a different template.
Select the Delivery Method. Options are SMS (SMPP), SMS (SMTP) or Email.
(and Accompanying Actions)
More on the Workflow Triggers
The Triggers (left side) are populated exactly as shown below. The properties available to filter on include: BankAccountTypeID, ContactID, CreditCardTypeID, CustomerID, EndDate, IsDeleted, IsTerminated, LastModifiedDate, LastModifiedUser, PaymentAccountID, RecurringEndDate, RecurringStartDate, RecurringStatus, RemittanceTypeID, StartDate.
The associated Actions (right side) are populated based on the parameters entered when the E-Pay Accounts setting was saved.
The Triggers do not require any further configuration unless you’re using two different templates for account created and account updated notifications. In this case you’ll need to change the Template specification in the applicable Action.
|System E-Pay Auto Pay| Account Created Auto Pay Enrollment Handler:
|System E-Pay Auto Pay| Account Modified Auto Pay Enrollment Handler
Note for testing:
The Config Console provides a Test Mode setting for each delivery method in the Delivery Configuration dialog. The path is:
Local Service >Background Processes> Customer Notifications > Delivery Configuration
In a non-production environment, the Test Mode setting should be checked to prevent messages going out to customers. Unchecking the Test Mode setting in a non-production environment should be carefully coordinated.