Skip to end of metadata
Go to start of metadata
In this article

With the Rates Notification tool, you can manually or automatically notify your clients about rate changes.

When a rate update occurs, the JeraSoft Billing system creates a notification message that contains an attached file with rates and sends it to recipients. The content of the message depends on your configurations in the system.

The current file name format for rates notification is as follows:

rates-<export_type>-<company>-for-<client/account>-<tech_prefix>-<time_profile>-<date>_<time>.<ext>

where:

  • export_type - all or changed
  • company - Company name
  • client/account - Account name (if only one of all Accounts of the Client uses this Rate Table) or Client name
  • tech_prefix - Account's tech prefix (this parameter is present only if column tech_prefix is selected in the list of columns in the rates notification template)
  • time_profile - Time profile name
  • date - Date of notification
  • time - Time of notifiction
  • ext - file extension (.csv or .xlsx)

You can view a notification message in the Mail Queue section.

Screenshot: Example of a rates notification

Automatic Email Notification

Automatic Rates Notification tool allows sending a preconfigured notice about rate changes. For example, if there are some actual changes, for instance, updating of client's rate table, system will automatically generate and send a notice with changes via email to a target customer (i.e. which rates were increased/decreased/closed). 

Follow these steps to configure notifications:

  1. Go to the Management > Resellers section and open a target reseller settings  (for example: Reseller 1):

    1. Go to Rates Notifications tab and set values for a notification template according to your needs: date, format, columns, header/footer text. 
    2. Customize a template in the Mail Template: Rate Notificator of Edit Reseller tab. See details below: Create Rates Mail Template.
    3. Confirm parameters for a respective reseller by clicking OK

Screenshot: Reseller's settings

2. Go to the Management > Clients section and open target client's settings (for example: Rose orig):
 
    1. Specify a correct email address for rates notifications in the Rates E-mail field.
    2. Assign this client to our target reseller (Reseller 1).
    3. Enable the Rate Notification checkbox and specify the Format and Notify type fields.
    4. Then click on the downwards arrow  icon next to the Rate Notification checkbox and select client's accounts. 

 Screenshot: Client's settings

 

Description of the Rate Notification information block
Rate Notification checkbox

Here you can determine parameters of rates notifications for a current client

FormatSelect an available format (.csv or .xls) of the attachment with rate details
Notify Type

Specify whether a file that will be sent contains all rates or only changed ones.

  • All rates - file contains all rates including not changed ones.
  • Only changed rates - file contains only changed rates.
  • All rates - unique mode - if there are two or more new rates with different effective dates for one code, several files will be sent and each will contain all unchanged rates and only one rate change for one code.
Manual notification parameters

Click on the downwards arrow  icon next to the Rate Notification sub-panel to view settings. This icon will be visible after enabling the "Rate Notification" check box and applying changes.

AccountSelect a respective account that belongs to this client or choose ALL accounts.
Notify Now button

Click this button in order to send a notification immediately.

(warning)   Attention

Please note that the notification will be send to the client right after the Rate Notificator service has run. By default, this service runs every 5 minutes. You can check these settings in the System > Task Scheduler section.


Create Rates Mail Templates

Mail templates allow you to personalize your communication with clients and stop retyping the same email over and over again. Create a template for a target reseller and his clients, so you can send notifications in a matter of seconds. 

To configure a template for a rate notification, follow the next steps: 

  • Go to Resellers section and open a target reseller's settings
  • Click on the Mail Template: Rate Notificator to expand the settings.
  • Specify parameters (From, BBC, Subject), type the text and apply changes.

 

Description of rates mail template
FromIndicate company name and its email
BCCSpecify who will receive a blind copy of an email
SubjectName of the company that is used for the notification
Syntax for Mail Template: Rates Notificator
${msg['rt_name']}Rate table name
${msg['lastedit_dt']}Data when Rate table was last time edited
${date}Data when the notification was sent

 Screenshot: Reseller settings/Mail Template sub-panel

Tip

For more details about configuration syntax of mail template, consult the Resellers article in our User Guide.


How to set time for Rate Notificator?

Rate Notificator is activated when there are some actual changes in origination rate tableAlso, when new rate sheet was uploaded and you want your customers to receive a notification and rates lists after 3 hours of actual rate change in the system. Therefore, you need to do the following:

  1. Go to ConfigurationSettingsNotification and monitoring information block;
  2. Find Rate changes notification period field and specify a required time. Then, rate lists will be generated and sent to a respective client at a determined time. 


Tip

Moreover, you can specify the number of days when customer will be informed about rate change in advance. To activate this option, enter a target number of days in the Period to notify future changes field.

Screenshot: Notification and monitoring information block

 

  • No labels