FLOWS are highly customizable within the PDCflow system. Your system administrators control the configuration of each FLOW. The purpose of this article is to provide users with the tools and understanding to use FLOWS. Some of the information in this article may not be applicable to all users.
CHOOSING & SENDING A FLOW
On the dashboard, there is a section labeled "FLOWS." This is where you select the FLOW applicable to the business process you wish to complete. Each FLOW is configured by your system administrator and the name of the FLOW will be reflective of the business process you are facilitating. Some FLOWS may be configured with strict settings while others may be flexible depending on the business needs.
Once you have selected a FLOW, fill out the form and click Send FLOW. This will send the FLOW to the customer to complete.
HOW IS A FLOW SENT?
A FLOW can be sent three different ways:
- SMS/Text Message
- Providing the URL to a customer via other communication channels
When filling out a FLOW form, you will be given the option to enter an email address or mobile number. When data is entered into these fields, clicking Send FLOW will send the request to the email address or mobile number entered. Please note that if both fields are filled out, a FLOW will be sent to both the email address and mobile number. Also, your system administrator may configure one of these options to be required or remove them depending on the FLOW.
In the event that you need to send a FLOW via an alternative communication method, you can leave the email address and mobile number fields blank. Once you complete the rest of the form and click Send FLOW, you will be brought to a confirmation page containing a URL of the FLOW request. You can copy and paste this URL into a chat or other communication tool for your customer to complete. Please note that this URL will always be provided, but the option to not fill out an email address or mobile number depends on the configuration settings established by your system administrator.
WHAT ARE THE FLOW OPTIONS?
The FLOW options are the pieces of a FLOW you may have your customers complete. A FLOW can be comprised of a single FLOW option or a combination of some or all FLOW options. Here is a description of each piece:
This option allows you to request a signature to authorize a payment. Think of this as an electronic receipt that provides your customer with an amount they authorize your company to process under their preferred payment method. This option does not process a payment. It simply authorizes an amount to be processed.
This option allows you to send a document to be viewed, signed and/or filled out.
REQUEST PICTURE ID
This option allows you to request an image from your customer, for example, a picture of an identification card or document. This option is commonly used to request a picture of a Driver's License.
This option allows you to request a payment from a customer and it can be used in a variety of ways. Typically, this option is used to send a request for a specific amount and allow the customer to enter their payment information. However, you do have the option to include the payment information in the request which will require the customer to verify the right information is being used before processing.
WHY ARE SOME FIELDS & DROPDOWN MENUS GREYED OUT?
Some of the FLOWS that have been set up by your system administrator have strict settings to ensure a specific process is carried out. If a FLOW field or dropdown is greyed out, it means that specific setting cannot be changed for that specific FLOW.
In addition, system administrators can also configure a FLOW to only utilize specific FLOW options. Meaning, you cannot add or delete an option.
WHAT DO THE DIFFERENT FIELDS & DROP-DOWNS DO?
Each field and drop-down triggers a specific action within a FLOW. Below is a glossary of what the fields and drop-downs do. Please note that depending on the settings established by the system administrator, some of these may not be applicable.
This field will trigger an email to be sent to the customer with a request to complete the FLOW.
This field will trigger an SMS/text message to be sent to the customer with a request to complete the FLOW.
The pin description is what your customer will see as a hint for their verification pin.
This is the pin your customer will enter to access the FLOW from the email or text message they received. The pin is also used to access the FLOW via a URL. This pin is a shared secret so please ensure this pin is something your customer will know.
This message is what your customer sees when they have completed the FLOW.
This is the message that is sent in the email or the SMS/text message along with the request to complete the FLOW.
The signature description only applies when the Request Signature option is selected. This description will appear above the signature line that the customer will click on to authorize the payment amount.
This is the URL of the web page your customer's browser will go to after they complete the FLOW.
This is the amount of time your customer has to complete the FLOW before it expires.
CUSTOM COMPANY NAME
In this field, you can enter an alternate company name if you intend to sendFLOWS on their behalf.
This only applies when the send document option is selected. This is where you upload the document you need your customer to fill out and/or sign.
This only applies when the Send Document option is selected. The overlay is the template which will direct your customer to perform the requested action on a document. For example, if you need a signature, the overlay will place a purple box where the signature should go. Your customer will then click that box and complete the signature.
It is recommended that you preview overlays after uploading documents to ensure all overlays match the appropriate documents.
This only applies when the Request Picture ID option is selected. This drop-down allows you to select the description you want your customers to see when uploading a picture. For example, if you want a picture of a driver's license, you would select an option that directs customers to take a picture of their license.
This only applies when Request Payment is selected. The Account Number field is a customizable field which allows you to define what your account/reference number should look like. You can provide a placeholder, help message, and help image to assist the user in entering the correct value. By setting the length and type, the PDC system will validate to ensure the value entered is what you are expecting.
ALLOW EDIT PAYMENT AMOUNT*
This only applies when the Request Payment option is selected. Selecting yes allows the customer to edit the payment amount. You will be required to enter a minimum payment and the customer must enter an amount that is greater than the minimum but does not exceed the payment amount. Selecting no will prevent the customer from changing their payment amount.
TYPE OF FEE*
This only applies when the Request Payment option is selected. If a fee is associated with the payment, you can choose a flat fee or percent fee. You will be required to enter the flat fee amount or the percent, based on your selection.
* = PDCflow Credit Card Service or Check Service activation is needed to utilize this feature.
Still Need Help?
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