Configure Wise-Pay Event Notifications

Merchant Administrators are able to configure Event Notifications. There are two parts to the configuration - enabling the event notification and subscribing users to them.

How do I get there?

To configure Event Notifications, click Configure from the top menu and select Event Notifications.

What do I do?

Enable the Event Notification

Click the event you wish to enable notifications for, then select who should receive notifications for the event - Merchant Admins and/or Payers.

Configure Event Notification settings

Event Notification settings are configured independently for both Merchant Admin and Payers. The reason behind this is that the settings and content of notification sent to payers could be different that of internal staff (i.e those administering Wise-Pay).

To configure the settings, click the pencil icon for either Merchant Admin or Payers.

Settings
Name

The name of the event. This can be changed to suit your needs, but more often than not, it stays as is.

Applies ToWho the event settings apply to - the Merchant Admin or Payers.
SubscriberThe name of the merchant to subscribe users to.
Auto SubscribeClick to enable. Wise-Sync will subscribe new Merchant Admins/Payers to the Event Notification when they are created.
Triggers
Coming Soon.
Notification
Title

The title of the notification. Used as the subject for email notifications.

Content

Click Email or App to open the notification editor.

For a recently enabled notification, Wise-Pay will load template content. Use the editor to update the content for each notification as needed.

Notification Placeholders

Placeholders are inserted into an Event Notification's content to automatically populate information relevant to what you are trying to communicate. Check out FAQ: What are notification Placeholders? for more information.

The following configuration relates to email notifications only:

From Address
The address email notifications are sent from.

Reply to display name
When Include reply-to email is enabled, define the name that will receieve replies from sent email notifications. For email notifications that have just been enabled, the name will default to the Enquiries Contact Name defined in the Branding configuration for your Merchant. If a name isn't defined, it will default to the Billing Contact Name we have listed for the Merchant's account subscription. Reset this field by disabling/re-enabling the Event Notification. The name can be edited as needed.

Reply to email address
When Include reply-to email is enabled, define the email address that will receieve replies from sent email notifications. For email notifications that have just been enabled, the email address will default to the Enquiries Email defined in the Branding configuration for your Merchant. If a name isn't defined, it will default to the Billing Contact Email we have listed for the Merchant's account subscription. Reset this field by disabling/re-enabling the Event Notification. The email address can be edited if the reply should be delivered to a different email address.

Permissions

Preview email notification
Click to enable previews of the email notification.

Forward email notification
Click to enable email notifications to be forward.

Include reply-to email
Click to allow replies of sent email notifications to be sent to a specific name and email address. When enabled, define the Reply to display name and Reply to email address.

Include your company name in the from email display name
Click to allow your company name in the sent email notification's sender details.

Preview
Preview Source

Wise-Pay will provide a preview of event notification based on an object that exists in the system in order to populate placeholders, providing a contextual preview. Example:

  • If you wish to preview a notification for an email notification sent when a payment is successful, Wise-Pay will require you to select an invoice that has been processed in Wise-Pay.
  • If you wish to preview a notification for a Credit Card Expiry, Wise-Pay will ask you to select a Payer that exists in Wise-Pay.

Once the preview source is selected, the preview will be displayed.

P
Paul is the author of this solution article.

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