Merchant Administrators are able to configure Event Notifications. There are two parts to the configuration - enabling the event notification and subscribing users to them.
How do I get there?
To configure Event Notifications, click Configure from the top menu and select Event Notifications.
What do I do?
Enable the Event Notification
Click the event you wish to enable notifications for, then select who should receive notifications for the event - Merchant Admins and/or Payers.
Configure Event Notification settings
Event Notification settings are configured independently for both Merchant Admin and Payers. The reason behind this is that the settings and content of notification sent to payers could be different that of internal staff (i.e those administering Wise-Pay).
To configure the settings, click the pencil icon for either Merchant Admin or Payers.
The name of the event. This can be changed to suit your needs, but more often than not, it stays as is.
|Applies To||Who the event settings apply to - the Merchant Admin or Payers.|
|Subscriber||The name of the merchant to subscribe users to.|
|Auto Subscribe||Click to enable. Wise-Sync will subscribe new Merchant Admins/Payers to the Event Notification when they are created.|
The title of the notification. Used as the subject for email notifications.
Click Email or App to open the notification editor.
For a recently enabled notification, Wise-Pay will load template content. Use the editor to update the content for each notification as needed.
Placeholders are inserted into an Event Notification's content to automatically populate information relevant to what you are trying to communicate. Check out FAQ: What are notification Placeholders? for more information.
The following configuration relates to email notifications only:
Reply to display name
Reply to email address
Preview email notification
Forward email notification
Include reply-to email
Include your company name in the from email display name
Wise-Pay will provide a preview of event notification based on an object that exists in the system in order to populate placeholders, providing a contextual preview. Example:
Once the preview source is selected, the preview will be displayed.