Mail & SMS Configuration
This tab is used to view and edit email, SMS, and WhatsApp configurations such as email IDs, subject lines, message body, and templates for interactions with the onboarding user(s) during various stages of the onboarding journey. New settings can be added/created, and existing settings can be edited and/or deleted.
This is used to create a whole new set of mail & SMS configuration settings. It is used in cases where different flowsο»Ώ have different email & SMS templates and/or configurations. To create new settings, click on 'New Settings'.
Enter a setting name and choose a flow from the dropdown menuο»Ώ.
The mail and SMS configuration can be done for different events for which GO has triggered mail or SMS for the merchant onboarding journey. These events and their configuration are categorized into different tabs.
The company's brand identity can be configured here for any email, SMS, and/or WhatsApp correspondence. Upload your companyβs logo by clicking on 'Upload Image'.Β
- Create Merchant: A merchant is an onboarding customer. Employees of the bank can generate links for merchantsο»Ώ to onboard, and these are sent to the merchant via mail or SMS.
- OTP Verification: OTP verificationο»Ώ is used to verify the mobile number and/or email ID of the users; it ensures that the mobile number and/or email ID provided by the onboarding merchant belongs to them.
- Submerchant Mail: Mail is sent when a submerchant is created. For instance, if an organization is onboarding and its directors and/or authorized members are also added as signatories, then, their KYC is also done. These entities will be considered as the submerchant for this journey.
- Contract SDK Mail: When the merchant reaches the contractο»Ώ signing stage of the journey, a mail is sent to all the signatories with a link that will be used to sign the contract.
- Application Reminder Mail: An application reminder mail is sent to the merchant if they have left the onboarding journey after a few stages and the application still needs to be completed. This is a reminder to the merchant to complete the onboarding journey.
- Submerchant Reminder Mail: A reminder mail is sent to the submerchant if they have left the onboarding journey after a few stages and the application still needs to be completed. This is a reminder to the submerchant to complete the onboarding journey.
- Handoff Reminder Mail: When an application is handed offο»Ώ to the merchant(DIY), RMο»Ώ, or a Backops user, they are sent a reminder so that they can complete the journey through the mail.
- Split Onboarding Mail: When an application is handed off to the merchant(DIY) by an RM, the merchant is notified so that they can complete the journey through the mail.
- Merchant Handoff Mail: When an application is handed off to the merchant(DIY) by an RM or a Backops user, the merchant is notified so that they can complete the journey through the mail.
- RM Handoff Mail: When an application is handed off to the RM by a Merchant(DIY) or a Backops user, the RM is notified so that they can complete the journey through the mail.
- Backops Handoff Mail: When an application is handed off to the Backops user by an RM or a Merchant(DIY), the Backops user is notified so that they can complete the journey through the mail.
- Schedule Call: When a VKYCο»Ώ call is scheduled, a mail is sent to the merchant notifying them that the call has been scheduled with information such as the date and time of the scheduled call.
- Call Drop: A call drop mail is sent to the merchant when an ongoing VKYC call drops off/disconnects due to some issues.
- Schedule Reminder: A schedule call reminder mail is sent to the merchant to remind them of a scheduled upcoming VKYC call.
- Successful Submission: Mail is sent to the merchant when the application is successfully submitted.
- Payment Captured: When the paymentο»Ώ is captured by the payment gateway, the merchant is notified through mail.
- Payment Failed: When the payment is made by the merchant fails due to some issues, the merchant is notified through a payment failure mail.
- Refund Created: When the refund is created, the merchant is notified through the mail.
- Refund Failed: If the refund that was created for the merchant fails due to some issues, then the merchant is notified through mail.
- Refund Processed: When the refund is processed, the merchant is notified through mail.
The Mail, SMS, and WhatsApp configurations are similar for all these events. Let us navigate through these in detail:
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
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