How Can I Configure a Limited-Time Offer?

The video showcases the configurations outlined in this article, which are essential steps for replicating this specific example of creating limited-time offers. Please review the details below the video for the individual steps outlined in it.

Step Overview:

The following sample configuration will process accounts under client SAMPLE3 with a balance between $10-$600 with a limited time settlement offer that expires on 4/30/24. It will also send consumers of these accounts an email notification about the limited settlement offer with a direct link to the VA 2.0 Settlement Page.

Note

The example in this guide is for illustrative purposes only and the configuration requires VA 2.0. Each customer will need to define the terms of the limited offer and will need to configure their application to accommodate their specific workflow.

Testing and Precautions

Prioritize thorough testing of all configurations before deploying them in a production environment.

Configure the “Limited Offer” Form

Create a new form and add form fields for discount eligibility and discount expiration.

1. Go to Setup → Forms → New

2. Enter Information into the following fields:

   1. Identifier: LIMITED_OFFER

   2. Form Config Type: Debt

   3. Allow Multiple Instances Per Type: False

   4. Label: Limited Offer

   5. Description: Enter a description

   6. Icon: Select an Icon

   7. Location: Include

   8. Layout Columns: 2

   9. View Role: Administrator

   10. Insert Role: Administrator

   11. Update Role: Administrator

   12. Delete Role: Administrator

3. Apply

4. Locate Form Fields Section, click New

   1. Identifier: DISCOUNT_ELIGIBLE

   2. Label: Discount Eligible

   3. Field type: Boolean

   4. Save

5. Locate Form Fields Section, click New

   1. Identifier: DISCOUNT_EXPIRATION

   2. Label: Discount Expiration

   3. Field type: Date

   4. Save

Warning

Altering forms or form fields during active ACE sessions, jobs, loaders, or reports may jeopardize system stability. Create or update Forms during non-production periods to ensure system integrity and performance.

Configure “Limited Offer Populate Eligible Form” Logic Block

Determine the criteria for accounts that will be eligible for the Limited Offer.

1. Go to Workflow → Logic Blocks → New

2. Label: Limited Offer Eligible

3. Description: Enter Description

4. Add Field

   1. Account Current Balance

      1. If account balance is between $10.00-$600.00.

   2. Client Code

      1. If Client Client Code is selected.

5. Save

Configure “Limited Offer Schedule Email” Logic Block

This logic block identifies accounts where Limited Offer form fields are populated, ensuring that they are included in the Limited Offer Eligible Job for executing the "Limited Offer Send Email" action path.

1. Go to Workflow → Logic Blocks → New

2. Label: Accounts with Limited Offer Form Fields Populated

3. Description: Enter Description

4. Add Field

   1. Limited Offer Discount Eligible

   2. Check to mark true

5. Add Field

   1. Limited Offer Discount Expiration

   2. Check Not Empty

6. Save

Configure “Limited Offer VA2 Expiration Check” Logic Block

The example logic block is designed to manage limited-time offer settlements using the following logic conditions:

• Limited Offer Discount Eligible = true: This sets a condition that indicates whether the offer is eligible for a discount or special terms.

• Integrate custom SQL to verify the expiration date on the form, ensuring it has not passed.

1. Go to Workflow → Logic Blocks → New

2. Label: Limited Offer Eligibility is Unexpired

3. Description: Enter Description

4. Add Field: Limited Offer Discount Eligible

   1. Check to mark true

5. Custom SQL:

AND customer_LIMITED_OFFER.discount_expiration::DATE >= CURRENT_DATE

6. Save

Configure “Limited Offer” Email Profile

Configure the "Limited Offer" Email Profile to feature an expiration date and an auto-login link directing consumers to the settlement terms in VA 2.0.

For Details refer to:

• Creating Email Profiles

• How Do I Add an Auto-Login Link in Email?

Note

Consider additional workflow configuration for accounts that may be ineligible to receive emails either due to the absence of an email address or not opting in for email communication.

Configure “Limited Offer Eligible” Action Path

This action path configuration is designed to set the DISCOUNT_ELIGIBLE and DISCOUNT_EXPIRATION form field values for accounts.

1. Go to Setup → Workflow → Action Paths → New

2. Add the following Flow Actions:

   1. Set Debt Form Field=LIMITED_OFFER, DISCOUNT_ELIGIBLE, TRUE

      1. To set the form to True, enter it in the Value field of this flow action.

   2. Set Debt Form Field=LIMITED_OFFER, DISCOUNT_EXPIRATION, 04/30/2024

      1. To create an expiration date, enter it in the Value field of this flow action.

3. Save

Please be advised:

This configuration sets the end date for the Limited Offer as 04/30/2024. Adjust the date as necessary for your agency. This date remains fixed, so exercise caution when sending Limited Offers to consumers. For instance, ensure you avoid sending offers with insufficient notice period.

Configure “Limited Offer Eligible Send Email” Action Path

This action path will send the Limited Offer email.

1. Go to Setup → Workflow → Action Paths → New

2. Add the following Flow Action:

   1. Send Demographic Email= LIMITED_TIME_OFFER

3. Save

Configure “Limited Offer Deactivation” Action Path

Set up an action path to automatically remove the Limited Time Offer eligibility and date once the offer expires. This action path is triggered using the onXNumOfDaysBeforeFormFieldDateElapsed trigger.

1. Go to Setup → Workflow → Action Paths, New

2. Label: Remove Limited Time Offer Eligibility and Date

3. Add the following Flow Actions:

   1. Set Account Field = LIMITED_OFFER.DISCOUNT_ELIGIBLE,False

   2. Set Account Field = LIMITED_OFFER.DISCOUNT_EXPIRATION = Clear

4. Save

Connect the trigger to the action path:

1. Go to Setup → Workflow → Triggers, New

2. Event Type: onXNumofDaysBeforeFormFieldDateElapsed

3. Day Interval: -1 (this triggers the flow actions to occur after the expiration date set)

4. Form Config ID: Limited Offer

5. Form Field Config ID: Discount Expiration

6. Enter Description

7. Active: Check for true

8. Flow Action ID: Remove Limited Time Offer Eligibility and Date

9. Save

Configure “Limited-Time Offer Eligible” Job

The Limited Offer Eligible Job will execute the specified workflow actions based on the "Limited Offer Eligible" action path along with the previously set up "Limited Offer Populate Eligible Form" logic block. Additionally, it incorporates the "Limited Offer Schedule Email" logic block and the "Limited Offer Send Email" action path.

1. Go to Utilities → Jobs → New

2. Label: Limited Offer Eligible

3. Schedule: On Demand

4. Active: True

5. Add first task

   1. Tasks: Workflow Action Path

   2. Selection Logic: Limited Offer Eligible

   3. Action Path: Limited Offer Eligible

6. Add second task

   1. Tasks: Workflow Action Path

   2. Selection Logic: Accounts with Limited Offer Form Fields Populated

   3. Action Path: Send Limited Offer Email

7. Save

Configure the VA 2.0 Settlement Profile

Using the “Limited Offer VA2 Expiration Check” Logic block will ensure that the settlement terms will only show up if the offer isn’t expired (and meets your other criteria).

1. Go to Setup → Virtual Agent → Profiles

2. Locate Virtual Agent Preference Profiles Section

3. Locate the Settlement Profile Logic Section

   1. Add an Identifier: Limited Offer Eligible

   2. Select a Logic Block: Limited Offer VA2 Expiration Check

4. Locate Settlement Rates Section

   1. Add the Settlement Percentage

   2. Add the Number of Payments

5. Save

For more details, please see Setting up Settlement Profiles.

Note:

It is important to manage VA 2.0 Configured settlement terms so this offer is not more restrictive than the client terms.

It is also important to make sure that any other VA 2.0 Configured settlement terms don’t conflict with this one.

Run the “Limited-Time Offer” Job

1. Go to Utilities → Jobs

2. Open the “Limited-Time Offer” Job

3. Click Run