Workflows - Optional
Topics on Workflows - Optional
-
Which workflow will suit?
Workflow rules are actions happening behind the scenes in Salesforce that are tri ...
-
How to send out first automated reminders - contact level
This workflow setup is required if you wish to send out a first automated reminde ...
-
How to send out second automated reminders - contact level
This workflow setup is required only if you wish to send out a second automated r ...
-
How to send out first automated reminders - account level
For first membership reminders at an Account (organisational) level. The workflow ...
-
How to send out second automated reminders - account level
For second membership reminders at an organisational level. The workflow setup pr ...
-
How to activate the Membership Confirmation workflow
This workflow triggers the sending of a Subscriber/Membership Confirmation letter ...
-
How to set up recurring payments
Please note, this workflow is ONLY required if you wish to use the Variable Recur ...
-
How to send out Recurring Payments Card Expiry and Update Notifications
This workflow enables your organisation to automatically send out a notification ...
-
How to set up a recurring payment restart reminder
This workflow setup is required only if you are using recurring payments. The rec ...
-
How to set up the batch payments process restart reminder
The Batch Payment Processor is activated from the “Start” button on the Merchant ...
-
How to set up the batch payments process not running notification
The Batch Payment Processor is activated from the “Start” button on the Merchant ...
-
How to activate Refund approvals
Payments2Us comes with a basic approval process for refunds. By default, refund a ...
-
How to activate New Online Payment Notification
Turn this workflow on if you wish to be notified of all new online payments (exce ...
-
How to activate New Online Membership Payment Notification
Turn this workflow on if you wish to be notified of all new Membership/Subscripti ...
-
How to start/stop recurring payments going into catch up mode
There can be a multiple reasons that a Recurring Payment is suspended, such as cr ...
-
How to set Default Amount/ Amount field in the URL Token with the amount from the Opportunity Object?
This workflow is required if you wish to pass the Amount field or custom amount f ...