Adding a Decision

To add a Decision to an Automation Rule:

1. Right-click the Automation Rule, select Add Decision and select the appropriate Decision:

   • Notification This opens the Add Automation Decision (Notification) window (More).

     Notification

     A Notification decision sends a message to the customer when the Automation Rule is met. The notification uses one of three methods: email, SMS (SMTP), or SMS (SMPP).

     (More)

     A Notification Decision includes information about the message template, the delivery type and the number of days between messages if the customer does not contact your company.

     Selecting Notification as an Automation Rule Decision opens the Add Automation Decision (Notification) window.  

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     1. Select the appropriate .

        Template Name

        The Template Name lists only those notification templates with a source of AdvancePay Service Info or AdvancePay Product Info. You can create a new template based on an existing one.

        1. Click Copy. This opens the Add/Edit Template Properties window.

        2. Enter the Name of the template.

        3. Enter the Display Name for the template.

        4. Click Save. This enters the new template information in the Template Name field of the Add Automation Decision (Notification) window.

     2. Select the appropriate .

        Delivery Type

        The Delivery Type is the method used to send the message to the customer. This can be by Email, SMS (SMPP) or SMS (SMTP).

        Note

        In order to use the SMPP (Short Message Peer to Peer) protocol from the CostGuard system, a gateway connection to a third party system is required.

     3. Enter the number of .

        Day between notifications

        The Days between notifications is the number of days you give your customer to respond to the message before sending another one. A fraction of a day is acceptable.

     4. Click Edit Template if you want to change the selected template. The Edit Template button opens the Template Editor window where you can change the information of the message.

     5. Click Save.

     See also:

     Adding a Decision

     Adding an Automation Rule

     About AdvancePay Products, About AdvancePay Products

   • Auto Renew Product

     When the Automation Rule is met, the Auto Renew Product decision automatically creates the sale of the product if the customer has chosen a Favorite Price Point and has a recurring E-Pay account.

   • Auto Renew Service

     The Auto Renew decision automatically adds the AdvancePay Product to the service when the Automation Rule is met.

   • Auto Hotline Service

     The Auto Hotline decision automatically hotlines the service when the Automation Rule is met.

   • Auto Disconnect Service

     The Auto Disconnect decision automatically disconnects the service and AdvancePay Product when the Automation Rule is met.

   • Auto Disconnect Product

     The Auto Disconnect Product decision automatically disconnects the AdvancePay Product when the Automation Rule is met.

   • Do Nothing

     Even if the Automation Rule is met, nothing happens to either the service or product. The service continues until it is manually disconnected.

     The Decision is added to the Automation Rule hierarchy.

2. Click Save.