Use Case: Enable Merchant Boarding Alerts
You can receive a notification when one of your new Merchants is boarded, or when an existing Merchant’s status changes. To receive notifications about new Merchant boarding, you can set up email alerts or web alerts (webhooks) for your account. This tutorial will walk you through the steps required to configure an email or web alert for Merchant boarding events.
Objective
Create a new alert that notifies you when a Merchant boarding event occurs.
Audience
Facilitators
Referrers
Environment
Portal (Sandbox)
Portal (Production)
Prerequisite
Prerequisite:
You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.
Tips
Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.
Tip: By default, when a new Merchant account is created an email alert triggers. All other custom email and web alerts are disabled by default.
Additional Resources
To learn more about the Merchant boarding process, see the Merchant Boarding page in the Payrix Resource Center.
For more information, see the Payrix Resource Center Portal Guides for Email Alerts page (Referrer)(Facilitator) and Web Alerts page (Referrer)(Facilitator).
Read Setting up Email Alerts for more details about configuring email alert notifications.
Read Setting up Web Alerts (Webhooks) for more details about the web alert system and setup.
Enable Merchant Boarding Alerts
Enable Email Alerts for a Merchant Boarding Event
Enable Web Alerts (Webhook Notifications) for a Merchant Boarding Event
Next Steps
Once the new alert is enabled, review the following use case guides for additional information on related topics:
Enable Invoice Event Alerts: Create an email or web alert that triggers when an invoice is created or updated by you or one of your users using the Enable Invoice Event Alerts use case.
Enable Chargeback Event Alerts: Create an email or web alert that triggers when a chargeback update, creation, or final decision occurs under your portfolio using the Enable Chargeback Event Alerts use case.
Enable Transaction Event Alerts: Create an email or web alert that triggers when various transaction status changes using the Enable Transaction Event Alerts use case.
Enable Disbursement Event Alerts: Create an email or web alert that triggers when withdrawals or negative disbursement events occur or change status using the Enable Disbursement Event Alerts use case.
Enable Change Request Event Alerts: Create an email or web alert that triggers when users in your portfolio update their bank account information manually using the Enable Change Request Event Alerts use case.
Enable Subscription Event Alerts: Create an email or web alert that triggers when a Merchant customer's Subscription changes status using the Enable Subscription Event Alerts use case.
Conclusion
Once the alert is enabled, it automatically sends a notification when a Merchant boarding event occurs.
References
Click the links or items below to access any of the following pages:
Email Alerts page (Referrer)(Facilitator)
Web Alerts page (Referrer)(Facilitator)
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