Rule Sets
Enables you to build intelligent business rules to target your customers. Rule sets help you segment your customers based on specific criteria to target them with customised payment rules or customised content.
Create a rule set
Rule Set Options
- Status: Filter based on invoice status. Invoice needs to be in Awaiting Payment status for campaign comms to be sent. While creating a ruleset, the invoice status rule for Awaiting Payment is setup as a default rule.
- Amount Due: Filter based on $ amount due or a $ amount range .
- Created On: Filter based on when the invoice was created.
- Email: Filter to check if the customer has an email on file.
- Mobile: Filter to check if the customer has a mobile number on file.
- Preferred Contact Method: Filter to check if the customer has a preferred contact method.
- Message Clicked: Filter to check if the customer clicked on the payment link sent out.
- Viewed Payment arrangement: Filter to check if the customer viewed the payment arrangement option from the payment link sent out.
- Callback Requested: Filter to check if the customer requested a callback.
- Has cancelled payment arrangement due to retry exhaustion: Filter to check if the customer failed a payment arrangement due to payment retry failure exceeding the confirued permissible payment failure retry limit.
- Partial Payment Made: Filter to check if the customer has made a partial payment.
- Raised Dispute: Filter to check if the customer chas raised a dispute from the payment link sent.
- Financial Hardship Form Downloaded: Filter to check if the customer has downloaded the financial hardship form form the payment link.
Use Custom Fields to build intelligent rules that apply to your business. You can build rules with the fields you have provided in the input file or API, thus, providing you tooling to refine/customise your treatment strategy specific to your business processes. Few examples are:
- Risk Profile: This is an example from the Finance industry where the business uses a risk profile (High, Low, etc). This field is used to setup a rule for a campaign targeting customers that fall in a certain risk profile.
- Patient Type: This is an example from the Health industry where the organization uses a patient type(ex: Outpatient, Inpatient ). This field is used to setup a rule to for a campaign targeting Outdoor patients.
While adding a custom field, please ensure you are aware of these scenarios:
| Scenario | When is this useful ? |
|---|---|
| Getting Started | You do not have any invoice in the system, you can use Add custom field and provide the field name and its values. Once you've added this custom field, you can build rule sets using this custom field. Example: You are just getting started and do not have a sample invoice in the system yet. You know you need to target customers based on their risk profile using the Risk Profile you will include in the invoice. No stress at all, you can add the exact field name/values you are going to include on the file/API to build out the rule sets in advance. |
| BAU: New custom field | Once you have uploaded invoice(s) in the system, you can use Add as custom field to include those fields to build rule sets. Example: You have a invoice field called Risk Profile and it expects 2 values - High and Low. You would like to build a rule set to target customers with a certain risk profile. |
| BAU: Existing custom field with new value | Once there are existing invoice(s) in the system and you already have the custom field included in rule set creation then, you can usee the Edit custom field to add new entries that you expect as a value for that custom field. Example: If you already have a custom field called Risk Profile and it currently expects 2 values - High and Low. Your business now has a new value for it called Acceptable and you'd like to build a new ruleset targeting customers who fall in this risk profile. |
Important: It is crucial the field name and values are an EXACT match (including casing) with what you are sending on the file/API else the rule will not evaluate correctly leading invoices not being picked up in the campaign.
💡 Pro Tip: Once you build your rule set , you will be able to identify the number of existing invoices that qualify for that ruleset. If you already have existing invoices in the system that you'd like to segment and send comms to, its always useful to sense check your rule set criteria with the the invoice count matching that rule set in the Rule set list view.
Updated 6 months ago