Configure Email Operation for SVS Notification
SVS (Stored Value Service) notifications for prepaid registers include the following notification type:
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SVS Prepaid Register Low Balance
The email operation uses the SVS Register notification templates. You must have configured and activated at least one of these notification templates before you can configure either an email or HTTP operation. Refer to Notification Templates for more information about these templates.
Before setting up the email operation, ensure that the following item has been created:
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Contact Category. You can either select a pre-configured category for a contact or create a new one while adding a contact. Contact Categories are managed in the Setup application’s Categories Module.
Complete the following steps to add or edit an email operation for an SVS notification:
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Select Setup from Gotransverse application menu .
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Click Notification Management in the left pane.
Notification Management Window
Click the icon in the left pane to hide it. Click the icon to open it.
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In the SVS Notifications section, click the name of the notification you want to configure to open the Action Configuration window for that notification.
SVS Notification Section
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On the Action Configuration window, in the Email Operations section, click the Add button to add a new email operations, or click Edit in the Actions column for an operation to edit the operation. Both actions will open the Configure Email window.
Action Configuration Window
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On the Configure Email window, enter the required and relevant information:
Configure Email Window
Required fields are marked with an asterisk.
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Enable Operation checkbox — Indicates whether the operation is on and available for use. Select or deselect the checkbox to enable or disable this action as follows:
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Selected: The request will occur.
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Not selected: The request will not occur. This request can be enabled later. Any request operation can be enabled at any time after they are created.
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Register Balance Status — Select a stored value service prepaid register balance status that triggers the notification. When the customer's register balance moves into the selected status, a notification is triggered. You can set the thresholds using the Gotransverse API when creating a prepaid register type.
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Green: Register balance is above the top threshold.
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Yellow: Register balance is between the top threshold and the middle threshold.
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Orange: Register balance is between the middle threshold and the bottom threshold.
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Red: Register balance is below the bottom threshold.
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Register Type — Select the register type that is tracked for this notification. Registers are managed in the Products application. Refer to Register Types Module for more information about managing registers.
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Billing Account Custom Field — Select from the list of enabled Account Custom Fields. The list also includes the option All to select all enabled Account Custom Fields.
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Billing Account Custom Field Value — For text custom field types, enter a value that will trigger the notification. For list custom field types, select from a list of options, including All, to trigger the notification.
If the option All was selected in the Billing Account Custom Field field, this field does not display.
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Email Template* — Select the email template from the drop-down list. Refer to Notification Templates for a list of included templates.
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Account Email checkbox — Specifies whether to use the email address from the billing account's customer. Select or deselect the checkbox to enable or disable this action as follows:
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Selected: Use the email address of the billing account's customer.
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Not selected: Do not use the email address of the billing account's customer. Enter an address in the Recipient Email field (below).
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Recipient Email — If you selected to not to use the account email address, enter the alternate customer email address to which to the notification will be sent.
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BCC — Enter an email address that will receive a copy of this email.
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Contact Category — Select from the available categories or add a new category by clicking Add. Enter information as needed and click Finish to close the Add Contact Category window.
Add Contact Category Window
Contact Categories are managed in the Setup application’s Categories Module. Refer to Add Contact Category for more information about adding new contact categories.
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Click Finish to save your operation. The email operation is added (or updated) in the Email Operations section of the Action Configuration window.
Configure HTTP Request Operation for SVS Notifications
Agreements Module (Products application)
Notification Operations (Setup application)
External Applications (Setup application)
Stored Value Service Knowledge Base Article
Topic updated: 11/2024.