Enable + Configure Upcoming Plan Reload SMS Text

Use these steps to enable the Upcoming Plan Reload SMS text customer transaction notification and configure either a default message or custom message. This customer notification can help reduce churn by reminding a customer when their next plan renewal will occur. Note: A plan renewal reminder email message can also be enabled and configured.

Important: Email and/or SMS text transaction notifications must be activated for a site. Existing Patheon users can complete the online Patheon Transactional Customer Notification Questionnaire to begin the activation process. The DRB Data Solutions team will follow up with you after they receive it.

Available Resources

Sites can configure the Upcoming Plan Reload SMS text message text with provided default text or their own text. Variables are also available to help personalize the message.

Default Message*

The following default Message* text is provided for the Upcoming Plan Reload SMS text notification.

Your plan on {{client_name}} will soon be reloaded for the next period.

Variables

The following variables are available to customize Upcoming Plan Reload SMS text Message* text.

  • {{client_name}}: The client organization's name, for example, Northcoast Car Wash.
  • {{customer_fname}}: The email recipient's full name, for example, Jane Smith.
  • {{ewa_link}}: A link to the site's EWA application, for example, https://nccwoh.patheon.com.
  • {{plan_name}}: The name of the email recipient's wash plan, for example, Basic Unlimited.
  • {{plan_next_reload_date}}: The date the email recipient's plan will next be submitted for renewal, for example, February 1.
  • {{plan_next_reload_price}}: The dollar amount that will be submitted for processing on the next renewal date, for example, $20.00.
  • {{plan_reload_period}}: The email recipient's plan length in months, for example, 1.
  • {{site_address_line1}}: The site's line 1 address (street address), for example, 3245 Main St.
  • {{site_address_line2}}: The site's line 2 address (city, state and postal code), for example, Akron, Ohio 44312.
  • {{site_phone}}: The site's phone number, for example, (123) 1234-567.

Enable Upcoming Plan Reload SMS

  1. Log in to Patheon Portal.
  2. Select Configuration.

  1. Select Customization. The Customization panel opens.

  1. Select Notifications. The Notifications panel opens.

  1. Select edit () for the Upcoming Plan Reload notification. The Upcoming Plan Reload panel opens.

  1. Set SMS to Enabled. The Message* field is enabled.

Configure Message*

  1. Select Revert to default to use the default Message* text.
  2. Use the provided default Message* text, or modify it. To insert a variable, place the cursor in the field and select the variable tag.
  3. Important: Enter up to 160 characters. The message length is given for reference. Dynamic content and links can make the final message larger than expected.

Configure Notification Interval(s)

  1. Navigate to the Notification Event(s) section.

  1. In Day(s)*, enter the number of days prior to the renewal to send the message.
  2. Select Add interval to configure the system to generate additional message reminder(s).

Activate Upcoming Plan Reload SMS Text

  1. Navigate to Status*.

  1. Set Status* to Active.

  1. Select Save. The changes are saved.