Workflow for ITMS

Should I automate text message workflow in ACE?

Customers should consult their compliance and legal teams to identify considerations prior to setting up automated text message workflow. ACE requires phone numbers to be opted in for text messages.

After setting up ITMS and beginning to use it, additional custom workflow may be desired. Please reach out to support with questions. Workflow setup assistance can be provided at time and materials.

How can secure payment reminder texts be sent automatically in ACE?

In the setup for a secure payment destination (see below), there is payment reminder setup that can be connected to a text message profile. The text will be automatically sent from ACE to an opted in consumer when a scheduled payment is due to the payment destination based upon the variables chosen.

How can payment receipt texts be sent automatically in ACE?

In the setup for a secure payment destination (see below), there is payment receipt setup that can be connected to a text message profile. The text will be automatically sent from ACE to an opted in consumer when a payment has been entered in ACE to the payment destination.

How can workflow be put in place so a consumer can be texted a link to authorize a payment plan in the Virtual Agent?

In the setup for a secure payment destination (see below), there is authorization requests setup that can be connected to a text message profile. Please see Release Notes for ACE 08/14/2022 for a detailed explanation of the Virtual Agent Payment Plan Authorization Process. 

How can promise plan reminder texts be sent automatically in ACE?

In order to send promise plan reminders, the following needs to be set up.

1. A logic block to identify accounts with a promised payment coming up. The Account Promised Payment Date Age can be used to identify the age of the pending payment. Please Note: a negative # is used so the logic will be true a specified number of days before the payment is due.
2. An action to send the text message is set up in an action path that is not associated with triggered workflow.
3. A job with a Workflow: Action Path job task is set up to use the logic in step #1 above to identify the accounts with payments due and send the text message identified in the action path.

How can payment failure and NSF texts be sent automatically in ACE?

In order to send payment failures, actions to send a PAYMENT_FAILURE text message need to be set up in the action paths associated with the triggers for onAfterPaymentFailure and onAfterPaymentNSF.