Being notified about status changes keeps your business workflows proceeding smoothly. There are two different ways you can receive notifications about FLOW status changes: Event Notifications and FLOW Creator Notifications.
You can set up email notifications to be sent to specific recipients when status changes occur for FLOWs and payment transactions. If you want an email each time one of these triggers happens, Event Notifications will enable you to do so.
Available Event Notifications
Card Failed: a card payment has failed to process
Card Processed: a card payment processed successfully
Check Failed: a check payment has failed to process
Check Processed: a check payment processed successfully
FLOW Completed: a FLOW has been completed
FLOW Disputed: a FLOW has been disputed
FLOW Expired: a FLOW has expired
FLOW Failed: a FLOW has failed
Schedule Card Failed: a card payment on a schedule has failed to process
Schedule Card Processed: a card payment on a schedule has processed successfully
Schedule Check Failed: a check payment on a schedule has failed to process
Schedule Check Processed: a check payment on a schedule has processed successfully
Access to Event Notifications
You can access Event Notifications from the primary navigation’s Configure tab. Click the Event Notification option in the dropdown menu.
Editing an Event
To edit an Event, click the edit icon (pencil) for the event. Each Event can have up to 10 email addresses assigned. Email addresses will receive an update when that Event occurs in your PDCflow account.
FLOW Creator Event Notifications
FLOW creators can decide if they’d like an email notification when that FLOW reaches a terminal status (completed, disputed, expired, or failed). These notifications will be sent to the creator’s email. If it's important for your team members to receive email notifications about the FLOWs they send, but not other FLOWs, this will enable them to do so.
In the case of a schedule, FLOW Creator Event Notifications are triggered by payment data requests and/or consent request status changes.
Using FLOW Creator Notifications
On each FLOW or Schedule created, there is a “Send Event Notification” option. When this option is toggled to “Yes,” the FLOW creator will receive an email when the FLOW reaches a terminal (or finished) status.
WHO CAN CONFIGURE THE RECURRING PAYMENT SETTINGS?
Any user with the Administration - Schedule Configuration permission role can configure the recurring payment settings.
For managing FLOW notifications via API Integration, see Integrating to FLOW Notifications
Still Need Help?
Please contact reach out to our Customer Success team via email at: email@example.com for further assistance.