Enabling Automated Messages
Platform Level
All automated messages remain disabled until you enable them from the credit control centre page. Enable each type of messages you want to send by switching the toggles above the features.
The platform-wide controls let you temporarily disable all messages for a specific feature. While messages are disabled, you can safely configure templates and schedules across groups and can create exceptions within a group and disable a specific feature for a specific customer, without anything being sent. Once you’ve finished and verified the changes, you can re-enable the messages to resume sending.
Group Level
To configure automated messages on a group level, follow these steps:
Go to Credit Control > Group Configuration.
Click on ‘Enable & review templates’ to customise your messages.
Select ‘Enable this template’ for the selected reminder message.
Remember to save the changes.
Customer Level
The group configuration for messages can be further customised on a customer level.
On the Group Configuration page, click on the customer list next to the group
Scroll through your list of customers.
Use the tick boxes on the right-hand side to toggle messages on or off for each message type for individual customers.
Disable Automated Messages
How do I disable messages for a customer group?
Go to Credit Control > Group Configuration and select the group you wish to manage.
Under Templates, for the specific feature type you wish to manage, click the bell icon to disable all messages.
Once disabled, the display will show ‘emails are disabled.’
How do I check if emails are disabled for the group?
When you view your group under Credit Control > Group Configuration, you should see that each template is disabled. Customers in this group will not receive any automated messages.
Who can I contact for help?
If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre