Notifications for Expired or Soon to Expire Credit Card Accounts

An E-Pay Accounts setting in Customer Care called Send Notifications for Expired Credit Cards lets users with Manage Settings permission enable/disable expired/expiring card notifications. The setting creates two Workflow triggers to send the notification per user-specified parameters.

This functionality requires setup in Desktop Client as well as Customer Care.

IDI Desktop Client Setup

Set up the notification template in Desktop Client Template Management. There is a 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 4 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

Customer Care Setup

Configure the Send Notifications for Expired Credit Cards setting in the E-Pay Accounts section under MANAGE > Settings.

Note

This setting requires Manage Settings permission.

Enabling this setting and then configuring the notification parameters creates the Workflow triggers to send notifications per your specifications. See Customer Care Settings for details.

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 and then recreate them.