The purpose of this article is to provide PDCflow customers with the information needed to use Flow Technology. Some of the information in this article may not be applicable to all users depending on account services and user permissions.
What Are Flows?
Flows are highly customizable templates that let employees send out requests to customers to request sensitive information like payment credentials and contract approvals. System administrators add templates and configure access to templates.
Choosing and Sending Flows
On the Dashboard is a section labeled Templates. This is where you select the applicable template for the business process you wish to complete. Select a Flow template to send out a communication request via Flow. Select a Card, Check, or Cash template in order to create a payment and enter payment credentials yourself.
Each template is configured by your system administrators and the title is meant to reflect the business process the template facilitates. For example, a Flow configured to request a signature and payment may be named "Request Signature and Payment."
Once you have selected a Flow template, complete the form and click the send button to send the Flow via email and/or SMS.
How is a Flow Delivered?
A Flow can be sent in three ways:
- SMS/Text Message
- Delivering the custom URL to the recipient via another communication channel (e.g. chat platform)
When completing the Flow form, you may have Email Address and Mobile Number fields available. When data is entered into these fields, the Flow request will be delivered via email and/or SMS. Please note that when both an email address and a mobile number are submitted then a Flow will be sent both via email and SMS.
Your system administrator may configure delivery options to be required, optional, or hidden for a Flow template.
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 the confirmation page will include the custom URL for the Flow. You can copy and paste this URL into a chat platform or another communication tool to send it to your customer. A custom URL is always provided for a Flow, but the email and SMS delivery options will be determined by the configurations established by your system administrator.
What are the Flow Options?
Flows can include different pages, called "Flow Options," that will be presented to your customer when they view and complete Flows. A Flow can include multiple Flow Options or a single Flow Option. Here is a description of each Flow Option:
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 Fields or Drop-down Options Greyed Out?
Flows templates may have been strictly configured to ensure a specific process is carried out. When a Flow field or drop-down menu option is greyed out that indicates it cannot be changed in the specific Flow.
In addition, system administrators can also configure a Flow to only utilize specific Flow Options. That might mean you cannot add or remove Flow Options from a Flow.
What Are the Different Fields and Drop-down Options?
Each field and drop-down menu selection triggers a specific action within a Flow. Below is a glossary of the fields and drop-down options. 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, or shared secret, that your customer will use to enter a Flow to view and complete the Flow request. Since the PIN must be a secret your customers know, be sure to configure the PIN(s) to be information both you and your customer will know.
Verification Header Message
This message is what your customer will see on the first page of a Flow – the Verification PIN page.
Verification Footer Message
This message is what your customer will see at the bottom of a Flow's Verification PIN page.
This message is what your customer sees when they have completed the Flow.
This is the message that is sent in the email 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 send Flows on another company's 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 that will direct your customer to perform the requested action(s) on a document. For example, if you need a signature, the overlay will place a signature box where the signature should sign a document. Your customer will then click that box and enter a digital signature.
It is recommended that you preview overlays after uploading documents to ensure all overlays line up as intended on the related documents.
This only applies when the Request Picture ID option is selected. This drop-down menu 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.
The Account Number field is a customizable field that 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 for the Request Payment options allows the customer to edit the suggested 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 a percentage fee. You will be required to enter the flat fee amount or the percentage based on your selection.
*PDCflow Credit Card Service or Check Service must be active to utilize this feature.
Still Need Help?
Please reach out to our Customer Success team at firstname.lastname@example.org for further assistance.