Notification for Expired or Soon to Expire Recurring Credit Card Account

A setting in Customer Care lets you enable/disable expired or expiring recurring card notifications. The setting creates two Workflow triggers – Recurring Trigger and E-Pay Account Modified – to send the notification per user-specified parameters. The setting requires Manage Settings permission in Customer Care.

Setup

Client-based Notification template

Set up the notification template in IDI Desktop Client > Template Management. There is a new protected template called Sample SMS (SMPP) Expired Credit Card Notification.

Make a copy of this template and set it up as needed. You’ll select this template when you enable the send expired card notifications functionality in Customer Care. This template includes the following information:

• customer name

• account number

• last  four digits of card that either has or will soon expire

• month/year card expires

• generic 1-800 number (carrier to override)

• generic website address (carrier to override)

• text advising them to either log into their OnlineBill account to update their card expiration date or call the 1-800 number to update

Enabling Expired Credit Card Notification in Customer Care

To enable this functionality:

• Go to MANAGE > Settings in Customer Care.

  

• Scroll down to the E-Pay Accounts setting and click ENABLE.

  

This displays a dialog for entering notification parameters. Defaults are shown below.

• In the Template Name drop down, select the Expired Credit Card Notification template you created in IDI Desktop Client. 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• Wait Days Before Resending (default = 14) – Continue to send every n days until the E-Pay account becomes valid or is no longer active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 creates the triggers in Workflow and changes the ENABLE button to DISABLE. This lets you remove the triggers if needed.

  • Note:

    Once enabled, you cannot edit the parameters. If you need to edit, you’ll need to disable and then recreate the triggers.